The grant management process is centered around caseworkers and pool managers, enabling them to effectively manage their work and access information. It ensures seamless application processing, firm commitment allocation, and secure payment and invoicing. The system is also flexible, integrating with various notification, payment, and reporting technologies.

Key features include:

• General work management: The grant management solution offers flexibility for caseworkers to efficiently manage and organize their work.
• Application processing: The application process includes various stages that must be completed in a specific order. Optional stages can be enabled or disabled based on business needs.
• Reporting: The system supports diverse reporting needs, ensuring clear communication between grantees and funding pools, and alignment with the objectives of the funding agreement.
• Payments: The system automatically evaluates payment conditions to determine when a payment is ready for execution. To ensure security, the payment process requires dual approval, meaning all payment executions must be authorized by another caseworker with the appropriate permissions.
• Repayments and invoices: When commitments are canceled due to project discontinuation or condition violations, repayment is usually required. Partial cancellations can occur where only the remaining funds are canceled, with no need for repayment.
• Additional commitments: Additional funds may be allocated to handle unforeseen scenarios like scope changes, budget overruns, and emergencies, providing flexibility to manage these within the grant process and ensure project continuity.
• BI reports: The solution includes a variety of built-in reports that offer caseworkers, pool managers, and other stakeholders comprehensive overviews and detailed insights into pool performance.

The caseworker site is designed with customizable appearance and features to accommodate a wide range of business needs.