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GMS360º Volunteer Management

SmartSimple Volunteer Management

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Page 1: SmartSimple Volunteer Management

GMS360º Volunteer Management

Page 2: SmartSimple 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

Page 3: SmartSimple Volunteer Management

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

Page 4: SmartSimple Volunteer Management

Key Concept: Role-Based Portal Access

IntegratedPhilanthropic

DatabaseVolunteer

Reviewers

Board Program Staff

Finance Staff

Community Partners

Page 5: SmartSimple Volunteer Management

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

Page 6: SmartSimple Volunteer Management

Volunteer Tracking

Page 7: SmartSimple Volunteer Management

Matching Gift Tracking

Page 8: SmartSimple Volunteer Management

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

Page 9: SmartSimple Volunteer Management

Interface: Applicant/Grantee Portal

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

Role based Icons

Page 10: SmartSimple Volunteer Management

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

Page 11: SmartSimple Volunteer Management

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

Page 12: SmartSimple Volunteer Management

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

Page 13: SmartSimple Volunteer Management

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

Page 14: SmartSimple Volunteer Management

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

Page 15: SmartSimple Volunteer Management

Interface: Associate Portal

• Configuration Complexity: 7 (out of 10)

Display National,

Regional and Local Results

Applications

Tabbed Menu

Page 16: SmartSimple Volunteer Management

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