Optimy

Pros: Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you!

Cons: Some aspects were less customisable than we had hoped for the plan level we had.

Pros: This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!) The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.

Cons: Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround. However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later.

Pros: La semplicità per la gestione dei progetti e per la reportistica

Cons: non facile personalizzazione e modifica; spesso errori nell'interfaccia dell'utente (es. caricare più file per sbloccare passaggio successivo)

Pros: Mi è piaciuto come strumento di gestione dei progetti e di classificazione delle informazioni

Cons: Non è di semplice utilizzo, in quanto le modifiche per personalizzare le funzionalità non sono facili da effettuare. Spesso inoltre ci sono errori nell'interfaccia dell'utente che fa application

Pros: The professionalism, kindness Very well built tool

Cons: the 20% of the development price which must be paid every year

Pros: The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption.

Cons: N/A

Pros: Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.

Cons: Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.

Pros: The helpdesk service (very good support of [sensitive content hidden])

Cons: Need to parameter many things when we do a development

Pros: - easy to use - replaces manual management of volunteer registration - reporting functionality - good user experience

Cons: - I'm still learning how to use the tool but so far, it's met my expectations

Pros: La simplicité de la mise en place, la clarté des menus et du du tableau de bord, la rapidité, la possibilité d'envoyer des mails automatiques, le centre d'aide, la réactivité des services

Cons: L'exportation des projets est parfois lente

Pros: Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc.

Cons: I have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- [sensitive content hidden] is the best; hands down! :)

Pros: We appreciate the continuous support and improvement concerns from all Optimy teams, from the 1st contact with the salesperson to the technical teams. It's been a 2 years regular conversation on the tool and how to make it more user friendly for the 1st time users and more impacttful for the reporting.

Cons: I have no negative comment on Optimy (teams or tool)

Pros: La souplesse de l'outil qui peut s'adapter à nos besoins sans avoir à faire appel aux services d'Optimy

Cons: L'ouverture des documents téléchargés qui est devenue plus laborieuses et occasionne plus de clicks et donc plus de travail

Pros: Le dashboard et les statuts personnalisables : cela permet d'avoir à la fois une vision globale et une vision précise de l'avancement des dossiers Les possibilités infinies offertes par la personnalisation des formulaires La gestion en API pour transfert des données vers un logiciel externe

Cons: Le système de gestion des "organisations" qui est encore à revoir Les exports de données qui restent à être améliorer L'implémentation d'une photothèque ou l'intégration avec une solution existante

Pros: Optimy ist einfach zu bedienen und übersichtlich

Cons: Einzelne Optionen in Optimy sind nicht intuitiv

Pros: Die Nutzungsform ist sehr gut sowie die Einbindung in unsere IT-Landschaft war einfach.

Cons: Das Tool ist vielleicht zu vielschichtig bei der eigenen Gestaltung der Formulare. Hier bedarf es einiges an Kenntnisse im Umgang mit dem Tool.

Pros: Un back-office et un front-office faciles d'utilisation, tant pour les administrateurs que les utilisateurs. Facilité pour retrouver les diverses informations. Un service clients disponible et très professionnel.

Cons: Non applicable. Les solutions utilisées conviennent parfaitement et répondent à nos besoins.

Pros: Wir haben einen Weg gefunden, alle Anfragen über einen Eingang zu kanalisieren. Zudem konnten wir interne Vorgaben mit Hilfe des Tools umsetzen. Weiterhin sind Kontaktdaten (Adressen, E-Mail, Telefon) nun in vernünftiger Qualität hinterlegt. Das erspart unnötige Recherche via Internet. Listen für die einzelnen Unternehmensbereiche stehen schnell und einfach per Klick (mit entsprechender Vorlagefunktion) zur Verfügung. Durch die Digitalisierung vieler Prozesse entfallen Portokosen für Briefe, Ausdrucke gehören der Vergangenheit an. Der Arbeitsaufwand (Antrag - Antwort - Zahlungsprozess) hat sich sowohl zeitlich als auch bei materiell verringert.

Cons: Da wir noch nicht alle Funktionen nutzen, kann diese Frage (noch) nicht beantwortet werden. Problem für die Implementierung war die Umsetzung der DSGVO.

Pros: The system is very user friendly and has helped us to streamline our grant management processes.

Cons: We liked it all and have not experienced any problems.

Pros: Il prodotto è semplice da usare ed è facile poter accedere ai dati necessari. E' comodo che alcune cose possano essere gestite direttamente all'interno dell'azienda

Cons: La ricerca dei dati/progetti attraverso la funzione "cerca/trova" non sempre è possibile.

Pros: Simple à utiliser une fois paramétré. L'équipe Optimy est toujours très disponible, il suit le client pas à pas afin d'expliquer toute sorte de manipulation.

Cons: Certains paramétrages ne sont pas tout à fait intuitifs.

Pros: La fonction tableau de bord qui permet en un clin d'œil de voir la situation à l'instant T. La possibilité de faire des réponses communes à plusieurs dossiers

Cons: Bien que la nouvelle version soit, à mon avis, plus conviviale et ergonomique, pour la configuration des mails de réponse, je ne trouve pas cela très explicite, mais peut-être est-ce moi le problème !