NonProfits And NGOs

Save Money

• Remove costs associated with compliance and audit requests.
• No capital expenditures.
• No hardware, software or IT resources needed; we manage the application 24/7.
• Office space expenses decrease because employees can work virtually.
• Administrative/labor costs decrease because of workflow automation.
• Save on office expenses of printing, paper, filing space, faxing, shipping, postage, etc.
• Only buy what you need now. Add users or functionality as needed. As people leave, remove their access.
• Eliminate rows of filing cabinets and the costs associated with file storage. Develop and route grant documents faster.

Increase Efficiency/Save Time

• No need to recreate the wheel on fundraising projects that work.
• Easily manage and store documents regardless of format.
• Eliminate confusion on marketing collateral versions.
• Enable staff members to view, share and collaborate on documents simultaneously.
• Automate workflow and approval processes.
• Easy to find information regardless of the naming convention used to label documents. Never misplace a document again.
• Simple distribution/collaboration on annual reports and proposals.
• Rapid deployment=rapid ROI.
• You can be up and running today.
• Minimal training for volunteers with the user friendly, flexible interface.
• Easier compliance, faster reporting and staffing efficiencies.

Better Service

• Allow Boards and employees easy access to documents/information.
• Easily respond to compliance requests.
• Access data quickly for sponsors and proposals.
• Ensure proper collection and payment on invoices
• Find all files associated with a particular donor in seconds.

Business Continuity

• Easy adoption of change in organization structure.
• No interruption of projects through employee turnover.
• Easy continuation of programs through Board turnover.
• Protect all historical data and information securely regardless of equipment issues or employee absence.
• Manage vendor contracts to ensure same terms for next year.

Green Accomplished Easily

• Go Paperless! - reduce printing, copying and filing of paper
• Free up space on email servers and inbox
• Eliminate need for filing cabinets, get your hallway back!

Maintain Compliance

• Retain all necessary documents for IRS.
• Meet all compliance deadlines for providing information.
• Keep an audit trail of changes to cases/files.
• Manage the required documents needed to disperse grant monies.

Increase Security of Information

• Monitor who has access your documents and data.
• Monitor all edits to your information/documents.
• Store data in a secure data facility monitored 24/7 with triple redundancy.

• ✓ Browser based; 24 hours secure access from anywhere
• ✓ Feature rich document management functions like check-out and check-in, version control and collaboration
• ✓ Capture and store scanned documents, e-mail, faxes, and electronic documents in a single secure, searchable repository
• ✓ Easy to Use Drag and Drop file capture ✓ Multi-level security settings to prevent unauthorized access to documents
• ✓ Complete auditing and tracking
• ✓ Search based upon full text or index values
• ✓ Revision control manages all versions and keeps track of changes
• ✓ Capture of all documents via drag and drop, scanning, e-mail or fax
• ✓ Full-text OCR and imaging of all documents
• ✓ Share documents with external parties like vendors and board members
• ✓ Rules based Routing and Approval Workflows to manage the business process
• ✓ No vendor lock in, all tools are integrated within the application to empower you to control the application
• ✓ API included for integration into existing systems
• ✓ Built in retention features to keep only those documents you need

Non-profit Grant Management

Grants are central to the operations of not-for-profit organizations, but the complexity of applying, managing and reporting on grants often times makes it necessary to divert valuable resources to manage this rather than delivering critical services.

DocuVantage OnDemand delivers an effective solution that will dramatically reduce the time and frustration of grant application, management and compliance reporting thus freeing resources to spend more time on delivering the agency’s critical services.

With DocuVantage OnDemand service your organization can enjoy the efficiency of a central, searchable repository of all documents, providing easy access to all information related to a grant, an automated task management system that will provide reminders of what needs to be done and when it is due, tracking progress to prevent last minute rushes that consume valuable resources and increase the likelihood of costly errors that could result in a loss of funding.

With DocuVantage OnDemand you are able to:

• ✓ Automate Task Management
• ✓ Automate Compliance Management
• ✓ Track and Monitor personnel compliance to Federal Standards
• ✓ Control the purchase, management and reporting on grant related assets
• ✓ Manage quality reviews and controls
• ✓ Automate the grant audit and resolution process

Using DocuVantage OnDemand helps keep your resources and attention on service to the community rather than consume resources in an often cumbersome and frustrating manual effort to ensure continuity of funding for mission critical services.

• Scan every correspondence and eliminate the paper copy
• Add Workflow to move all documents seamlessly through your systems
• Automatically route documents for staff review
• Create external access for donors, staff and board members
• Keep a complete record of who viewed, modified, approved and edited information
• Add notes to documents
• Full Text Search to quickly find and retrieve information; easily complete reports by customer or date
• Store and easily retrieve reports
• Ensure confidentiality and security