2016 Consumers Guide to
Grants Management Systems Vendor Product Update Supplement
November 2016, First Edition Update
In May 2016 the fourth edition of A Consumers Guide to Grants Management Systems was published, a collaborative effort of Idealware, Grants Managers Network, and the Technology Affinity Group. Because vendors are constantly improving their products between editions of the report, this year for the first time, a Vendor Product Update Supplement has been published to help you keep up with those improvements.
The updated report looks at how they stack up against high-level categories and details the functionality of each system against specific criteria important to the grant-making community.
Vendor Update Supplement 1, 2016 Consumers Guide to Grants Management Systems
2016 A Consumers Guide to Grants Management Systems
May, 27 2016, version 2
TAG announces A Consumers Guide to Grants Management Systems, a new report released by Grants Managers Network (GMN) and Technology Affinity Group (TAG), with research conducted by Idealware. The report compares 29 grants management systems across 174 requirements criteria, looks at what each system does, and compares the strengths and weaknesses of each system available to grantmakers.
The report looks at how they stack up against high-level categories and details the functionality of each system against specific criteria important to the grant-making community.
2016 A Consumers Guide to Grants Management Systems
A Consumers Guide to Board Portals
This Idealware article funded by TAG reviews four different strategies for meeting your organization’s Board collaboration needs, including creating your own solution, adapting file sharing systems, using project management and collaboration tools and using dedicated Board Portals. Six of the Board Portal products will be reviewed in detail in the May 2015 release of a Consumers Guide to Board Portals.
Download Full Report: Consumers Guide to Board Portals
Download PDF: A Few Good Tools: Board Portals and Other Ways to Collaborate
2014 Grantmakers Information Technology Survey Report
September 15, 2014
TAG and GMN are pleased to release the 2014 Grantmakers Information Technology Survey Report. The report concludes that funders are floundering with technology tools. While many foundations are very progressive with respect to their grantmaking programs, they are not nearly as forward-thinking with respect to the strategic use of technology in their business practices. Almost half of the survey respondents described their technology as lagging behind and only 23% indicated that their executives totally get it.
Download the report to help your foundation make better technology decisions.
Download PDF: 2014 Grantmakers IT Survey Full Report
Download PDF: 2014 Grantmakers IT Survey Executive Summary
Download PDF: 2014 Grantmakers IT Survey Press Release
2013 A Consumers Guide to Grants Management Systems
November 7, 2013
TAG released A Consumers Guide to Grants Management Systems along with our partners Idealware and the Grants Managers Network. This in-depth report has been expanded to look at the features and processes used by 28 grants management systems to help private foundations accept and review applications and track grants throughout their life cycles.
A Consumers Guide to Grants Management Systems compares the strengths and weaknesses of these different grants management packages to see how they stack up against 19 high-level categories and details the functionality of each against more than 180 specific criteria. For the first time, this edition also includes survey data collected from nonprofit and foundation staff members who use these systems regarding their experience with the training, support, and implementation services offered by the vendors.
Download PDF: 2013 A Consumers Guide to Grants Management Systems.
TAG Announces Release of Report on How Foundation's Create and Use Dashboards
Download PDF: Data at Foundation's Fingertip: Creating and Building Dashboards
TAG commissioned Idealware to produce a report on how foundations use dashboards, which includes 8 case studies that look at the overall purpose of the dashboard, what data is included, the process for developing the dashboard and how it was implemented.
The report combines insights from conversations with 10 different foundations including previous research on methods for thinking about data-based decision making to offer a step-by-step process to design and create your own dashboard. To help you learn from the experiences of those foundations that have gone before you, we also include eight detailed case studies of foundations that have created their own dashboards.
2012 Grantmakers Information Technology Survey Report
Download Full Report: 2012 Grantmakers Information Technology Report
Download Executive Summary: 2012 Grantmakers Information Technology Report Executive Summary
- Most foundations feel their grants management software meets the majority of their grantmaking process needs. However, only 14% described their process as "entirely paperless".
- The role of the IT staff person is becoming more strategic but only about a third of foundation executives totally understand the benefits of technology.
- Outsourcing has increased only marginally while software as a service has shown steady growth.
Survey participants can run standard reports or create their own customized data reports using the online survey tool.
Consumers' Guide to Integrated Software for Community Foundations
January 27, 2012
The Consumers' Guide to Integrated Software for Community Foundations looks at the features and processes used by five different integrated software solutions to help community foundations manage funds,track grants throughout their life cycles, solicit donations, provide online support for donor advised funds, and track accounting data.
It compares the strengths and weaknesses of five different integrated grants management packages, showing how they stack up against 18 high level categories, and then detailing the functionality of each for more than 130 specific critieria that are important to community foundations. The report features a description of the features that are generally available, summaries of the five systems, a comparison chart, and then detailed reviews of each system.
Products reviewed include Bromelkamp Community Pearl, ChesterCAP Dotche, FusionLabs GrantedGE, MicroEdge FIMS, and Stellar Technology Solutions iPhi Suite.
This report is a complementary report to the Consumers' Guide to Grants Management Softwaredated October 2011. Both reports were written by Idealware and funded by the Technology Affinity Group and the Grants Managers Network, with support from the William and Flora Hewlett Foundation and the Mott Foundation.
TAG Releases Addendum to Streamlining Online Grant Applications: A Review of Vendors
Addendum to Streamlining Online Grant Applications: A Review of Vendors.
This report is an addendum to Streamlining Online Grant Applications: A review of Vendors. The original report was written by Idealware in conjunction with Project Streamline. Published in April 2010, the original report evaluated seven products against a set of features for online systems established in the Online Applications and Reporting Guide. The products evaluated included EasyGrants by Altum, eGrants by Bromelkamp, WebGrants by Dulles Technology Partners, Grant Lifecycle Manager by Foundant Technologies, IGAM by MicroEdge, PhilanTrack by PhilanTech and Common Grant Application by OceanPeak.
TAG funded the addendum in September 2010 to evaluate two more vendors: Foundation Grants Manager by NPower and GrantedGE by Fusion Labs. These two products are evaluated using the same criteria and compared to the seven products in the original report. Both are significant in the online application market and TAG felt it was important to include them in the report.