Grants Management Digital Platform for a Local Agency
Project Overview
Client: Local Agency – Economic Development
Industry: Public Sector
A Local Agency launched a grants program to strengthen community-based economic development and support local non-profit organizations. To manage the end-to-end lifecycle of grant applications and disbursements, the agency required a modern digital solution that could streamline intake, onboarding, assessment, and funding distribution while delivering a seamless experience for grant seekers.
Goals
Enable Digital Grant Intake
Provide applicants with an intuitive online portal to submit grant applications and required documentation.
Streamline Grantee Onboarding
Automate onboarding steps to reduce administrative workload and accelerate eligibility verification.
Manage the Full Grants Lifecycle
Support assessment, scoring, approvals, and disbursements through a structured, trackable workflow.
Enhance Program Visibility
Offer dashboards and reporting capabilities to track application volumes, status, and fund distribution.
Approach
Portal Development
Built a user-friendly grants portal using Salesforce Experience Cloud to support applicants and staff.
Workflow & Application Design
Configured guided flows for application intake, eligibility checks, assessment, and disbursement management.
Solution Implementation
Leveraged Salesforce Public Sector Solution and Experience Cloud to create an end-to-end grants management system.
Integration Enablement
Integrated with a payments provider to streamline and automate fund disbursement.
Testing & Deployment
Conducted detailed testing to ensure accuracy, compliance, and a smooth launch for applicants and internal teams.
Results
End-to-End Grants Management
Delivered a unified digital solution covering intake, assessment, approval, and disbursement.
Improved Efficiency
Reduced manual effort through guided workflows and automation across the entire grants process.
Enhanced User Experience
Provided a simple, transparent digital experience for grant seekers.
Faster Funding Distribution
Enabled timely, accurate payments through integrated digital disbursement.
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