Accelerator for Grant Management

Introduction

Codec Labs has developed a Dynamics 365 Grant Management Accelerator based on our experience of implementing common grant management scenarios for public sector customers. Our solution enables users to fully document grants and manage the processes relating to review, approval, payments, and contract monitoring, all in the one place

Codec Lab’s D365 Grant Management Accelerator enables intelligent, flexible workflows for grant management. It is configurable and can easily support changes to grant application requirements, grant rules, and workflows.

The accelerator leverages Dynamics Portals for grant application submission, claims processing and customer service. A key component of the accelerator is the Grant Application Builder. With this tool, business users can quickly create new grant application types and publish them to the customer portal.

Using the Accelerator, organisations can manage all of their client relationship and grant management activities on a single platform. This enables significant reductions in grant administration workloads. Workflow tools within D365 are leveraged to achieve automation of the time-consuming business processes associated with grant management, and Dynamics Portals provides capabilities for customer self-service.

What is included?

Configurable Business Processes

This accelerator is highly configurable and can easily support changes to grant application requirements, grant rules, and workflows.

Integration with Dynamics Portals

The accelerator leverages Dynamics Portals for grant application submission, claims processing, and customer service.

Application Builder

Business users can quickly create new grant applications types and publish them to the customer portal.

Contract Monitoring

A set of configurable business rules are used to activate contract monitoring on grant contracts.