Sourcewell Grant Seeker Portal
Project Overview
Client: Sourcewell Grant Seeker Portal
Industry: Government & Education
Go live: October 01, 2024
Cloud SynApps partnered with Sourcewell to transform their grant management process through a modern, Salesforce-based Grant Seeker Portal. With over 40 years of service, Sourcewell needed a streamlined, user-friendly solution to help applicants easily find information, apply for grants, and track their status.
CSA delivered a low-code, highly configurable platform that integrates seamlessly with existing systems. The solution empowers internal teams with greater visibility and control, automates complex workflows, and enhances data accuracy with real-time updates.
Goals
Simplify User Interaction:
Create a user-friendly platform for grant seekers.
Enhance Efficiency:
Reduce manual processes for internal teams and improve operational productivity.
Improve Transparency:
Provide real-time updates to foster trust and engagement.
Modernize Data Management:
Transition from manual tools like Word and Excel to a centralized database.
Approach
User-Centric Design:
Developed an intuitive interface for seamless navigation and engagement.
Integration with Existing Systems:
Ensured smooth data exchange and compatibility.
Automation Implementation:
Introduced workflow automation to reduce manual efforts.
Customizable Platform:
Leveraged Salesforce’s no-code/low-code tools for future adaptability.
Results
Improved Customer Experience:
An intuitive portal replaced offline interactions, allowing 24/7 access to grant applications.
Increased Efficiency:
Manual processes were significantly reduced, enabling internal teams to handle grants more effectively.
Enhanced Data Management:
Transition to an online database improved data accuracy and informed decision-making.
Greater Transparency:
Real-time updates fostered trust by allowing grant seekers to track application progress anytime.
Higher Satisfaction:
The authenticated platform streamlined communication, improving engagement and satisfaction for all users.