TES are a trusted partner – I’ve worked with our CSM for about 23 years now! TES do as they say, and they deliver.
Ian Knight
CIO
PP Control & Automation
TES understands many charities and not-for-profits work hard to change lives with the awarding of grants to those in need. Empowering other people by awarding grants comes with a host of administrative tasks unique to the not-for-profit sector, and nobody understands these tasks better than TES.
With our Grant Management solution, you will have all information relevant to a grant organised in one place, with all the data you need being available at your fingertips to report back. Any reporting requirements that you expect from the grantees can be included with their deadlines on the system, and related payments can be released upon fulfilment of those requirements.
Wherever required, approval flows can be built in, where the approval of a payment will be sent to Teams/via email to the approver, who does not need access to the system. With TES’ Grant Management software solution, you will never have a duplicate or unauthorised payment again!
Microsoft’s ecosystem allows for seamless use of systems that look familiar and allow you to use the tools you already know.
Our Grant Management solution allows you to use Outlook to track any email or appointment to the applications you are receiving. Activities in CRM will sync with Outlook, therefore you will never miss an action or task. If permissions are granted, the whole team can be given access to all communications related to an application, providing every member of your team with the full 360 degree view of each grant application.
By creating personalised, shareable dashboards, you will always have the latest information when it comes to the status of applications. Advanced visualisations are possible with Microsoft Power BI, allowing your grant awarding team as well as your management team to view the data in real-time, giving you an easy to understand, clear view of all applications.
Once a grant is awarded to one or more beneficiaries, the information will be prepared for the finance team to amend where necessary and subsequently post into your finance system through automation. This avoids any duplication of payments or erroneous transfers due to manual error. Grant awards can be configured to include payment schedules based on the fulfilment of criteria, and the activity associated with this tracked through Dynamics and the TES Grant Management app.
Whether you’d like to arrange an informal chat, a free demo or discuss a potential project, our team of charity and not-for-profit digital transformation experts are always on hand. Call us on 0345 257 1173, email enquiries@totalenterprisesolutions.co.uk, or fill in our form to get in touch.
TES is 100% focused on the charity and not-for-profit sector, and we understand your day-to-day struggles like no one else. Our strategy is to help you make an impact through our delivery, support and service offer.
One mission. One platform. One partner.
We’ve been working with charities and not-for-profits for 20 years. See below for a selection of our third sector partners.
You can trust TES to get your organisation where it needs to be. Imagine how good you’d be at something if you’d done it every day for 20 years.
TES is 100% committed to you and your mission. We work with a variety of charities and not-for-profit organisations and understand the day-to-day challenges you face. We’re here to support you every step of the way.
TES will get you there.
TES is proud of the fantastic feedback that we get on a day-to-day basis from our charity and not-for-profit partners.
Whether you’d like to arrange an informal chat, a free demo or discuss a potential project, our team of charity and not-for-profit digital transformation experts are always on hand.