SmartSimple Volunteer Management

GMS360º Volunteer Management

One platform supports all configurations

Company and Platform Background

• Company Background– Founded at University of Toronto in 2002– Offices in Toronto, New York and Dublin– 50 staff across three locations

SmartSimple Platform addresses the following needs:• Engage diverse and dispersed communities

– cloud solution using role-based access– the system is easily shared with all stakeholders on a global basis

• Manage organization specific business processes– solution is under the control of the client and supports instant

process changes to reflect evolving needs

• Track organization-specific information– A flexible approach to data gathering, processing and reporting

provides for an authentic and complete solution

• Provide high transparency around engagement– All information is tracked; all changes are reportable and reporting

supported by rich reporting and charting functionality

Rotary International (Global)RBC Bank (CAN) Ontario Trillium Foundation (CAN)American Express Corp (Global)Shire Canada (CAN)GSK - ViiV (CAN and EU)Chrysler (US)Kohl’s (US)United Way (Multiple in CAN)Houston Endowment (US)Spencer Foundation (US)Toronto Blue Jays (CAN)Pohlad Family Foundation (US)JDRF- Juvenile Diabetes (US)Science Foundation of Ireland (IRL)Irish Research Council (EU)Hirsch & Associates (US)Environmental Protection Agency (IRL)Genome Canada (CAN)Irish Marine Institute (EU)Ontario Ministry of AgricultureOntario Ministry of EducationOntario Centers of ExcellenceOntario Institute for Cancer ResearchChildren’s Hospital of Eastern Ontario

Key Concept: Build the Community

Workflow Processes

Extendable Database

VMS360°Volunteer*

GMS360°Board*

GMS360°Match Gifts*

GMS360° Grants*

GMS360°Donations*

GMS360°Budgets*

GMS360°Panel*

Model, View Controller Architecture

CommunityPartners

VolunteerCommunity

ReviewersEmployee

CommunityDonor

CommunityBoard

MembersStaff

Sm

artS

imp

le

* Universal Tracking Applications™

Peo

ple

Key Concept: Role-Based Portal Access

IntegratedPhilanthropic

DatabaseVolunteer

Reviewers

Board Program Staff

Finance Staff

Community Partners

Key Concept: Relationship Management is Key

Structure and content of profile under client controlNo additional cost

Transactional data

Unlimited contacts and associates

Rich Field Set

Volunteer and granting history

Volunteer Tracking

Matching Gift Tracking

Support programs

– Technical Support• Support channels- phone, email, Community Portal• Live support from 5 am to 9 pm EST (M to F)• Phone support available in English, Spanish and French • After-hours critical system support

– Upgrades• All upgrades

and support includedin the monthly fees

– Account management– Project management

Interface: Applicant/Grantee Portal

• Simple off-the-shelf icon based interface• Configuration Complexity: 1 (out of 10)

Role based Icons

Interface: Staff Portal

• Staff Portal for Research Grants Management• Configuration Complexity: 2 (out of 10)• Uses Arcadia

Menus to System

Functions

Live News Panel

Application List

Interface: Applicant Portal

• Simple three step application process defined within interface• Configuration Complexity: 3 (out of 10 - custom HTML)

#3Granting Programs

#1 Organizatio

nProfile

#2ContactProfile

Current Applications

Post Grant Survey

Interface: Resident Portal

• To show flexibility – Resident Portal from Condominium Management Vertical• Configuration Complexity: 4 (out of 10 - custom HTML and some Scripting)

Read Time Reports

Custom Menu

News Feed

Activities

Interface: Individual Applicant

• Objective – locked down application process• Configuration Complexity: 5 (out of 10 - custom HTML and scripting)

Granting Programs listed in

Left Navigation

Applicant must review all tabs before starting

application

Profile and

Language control

Interface – Chapter Chair

• Engage Chapter Chair with News, Grant Applications and Marketing Messages

• Configuration Complexity: 6 (out of 10 – HTML, custom reports)

Display National,

Regional and Local Results

Applications to be reviewed

and approved

Budget and Disbursements

Add News Stories!

Profile and

Language control

Metrics

Dynamic Message Panel

Interface: Associate Portal

• Configuration Complexity: 7 (out of 10)

Display National,

Regional and Local Results

Applications

Tabbed Menu

Interface: Community Portal

• Configuration Complexity: 7 (out of 10 - custom DHTML, Custom Scripting)

Searching Features

ProfileAccess

News and Video Feeds

Links to other

services

Top Level Menu