Optimy

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

Being able to make personal edits to the software is a huge improvement in our efficiency.

Cons

There are some automated features that were available in our previous solution which are not available in the Optimy tool.

Alternatives Considered

Reasons for Choosing Optimy

Reasons for Switching to Optimy

Pros

pro: easy to use, nice UX, reactivity support

Cons

"cons": not flexible enough => still need manual workload

Pros

The professionalism, kindness
Very well built tool

Cons

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

Pros

Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.

Cons

The filters and functions for exporting projects can be a little unclear.

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.

Alternatives Considered

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

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

- 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

The software is easy to understand and user-friendly. The initial setup of a form is possible without further IT knowledge and the support is always helpful.

Cons

Some features that we would have liked are currently not possible to implement.

Pros

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

Cons

Need to parameter many things when we do a development

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

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

I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization.

Cons

The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features.

Pros

You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet.
Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously.
Gives you also the Opportunity to find "Who dit What" in any of your file

Cons

Some changes are set up without correct information of the client.
One day you discover a tool different of what it was the day before.

Not very intuitive.

Pros

The software is easy to use for both administrators and end users. It was quick to get started. Today the system works well.

Cons

It should be possible to work with several people on a project (edit fields simultaneously). A notification e-mail could be sent when projects are submitted. Evaluators are not considered as "project submitter" (a similar status should exist in the system).

Pros

Its modular, you will only pay for what you need and give the companies of all size many possibilities to increase efficiency on internal process and transperancy for the public.

Cons

It will demand internal dedication for the company to rearrange process to better use all the software possibilities, but is a change for better transparency

Pros

Optimy is the most complete tool to manager sponsorship proposals. Optimy is flexible and can be used by every kind of company.

Cons

I dont have nothing to say. Optimy is the best soluction for manager sponsorship proposals.

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

Optimy is easy to use and categorises the projects simply, this makes negativing through the program very time efficient

Cons

A feature I'd like to see would be being able to use our own company branding, especially for the reporting aspects.

Pros

The Optimy Solution is an excellent tool to centralise all of our projects and to have a global view on all the sponsoring activities across the world which make global reporting quicker and easier!

Pros

What I liked most about the software was it's adaptability - making a bespoke tool possible for Aon. The team at Optimy were also always accessible and helpful and kept to deadlines and budgets.

Cons

The reporting functions could be better and despite regular use I still find parts of the software less than completely 'intuitive'.