Operating context

Non-profit organisations

Calls for projects, beneficiaries to support and funders who require clear accountability.

Context identified04 scenarios
01 · The real context

Teams are lean, field partners numerous and funders expect transparent selection and documented follow-up.

02 · Non-negotiables

What the system must respect before it can accelerate.

C-01

Accountability to funders

Requirement built in
C-02

Transparent selection scorecards

Requirement built in
C-03

Long-term beneficiary follow-up

Requirement built in
C-04

Field partners with their own access

Requirement built in
03 · Relevant systems

A call for projects with submission, committee assessment and beneficiary follow-up.

This scenario is a starting point. Explore the systems usually configured in this industry and how their stages connect.

Configuration bench · Non-profit organisationsScenario 01 / 04
Configured scenarioReceived
Submission → Decision

Intake & Cases

01SubmissionApplicant
02CheckRules
03ReviewReviewer
04DecisionManager
ApplicantCase reviewerService managerManagement
Delivered system

An online portal connected to a back office where every case has a status, an owner and a complete history.

Configured scope
  1. 01Step-by-step form and required documents
  2. 02Assignment criteria and approval levels
  3. 03Notifications by stage
  4. 04Connected business reference data
Open solution Intake & Cases
Your environment

Describe the workflow as it operates today, with its constraints, people and exceptions.

Describe your context
Next industry · 05Business servicesHead offices, subsidiaries and distributed teams.