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