Wednesday, August 14, 2013

SmartSimple Announces Partnership with Exacta

SmartSimple is pleased to announce our new partnership with service provider Exacta. This exciting collaboration will integrate interpretation and transportation services from Exacta into our Claims Management system.

Both Exacta and SmartSimple recognize the difficulty in using several different systems to schedule assessments. Developers on both teams have streamlined that process for our clients in claims management, enabling them to book Exacta’s interpretation and transportation services right from their SmartSimple system.

This new feature is available to all SmartSimple clients at no additional cost and will be configured by request. Transportation and interpreting services are automatically tracked and billed through provider's accounts with Exacta.

To request this feature, please contact SmartSimple at or 1-866-239-0991.

About Exacta Interpreting Inc. (Exacta) 
Founded in 2001, Exacta offers interpretation, translation and transportation to leading insurance companies, hospitals, health care facilities, legal firms and professionals in Ontario and across Canada.

Exacta is qualified to offer services for Provincial and Federal Court Systems, Governmental Agencies, Medical Examinations and Assessments, Examinations for Discovery, Occupational Therapy Assessments, Arbitrations, Mediations and WSIB related work as well as servicing Academic Institutions and Business and Trade Conferences.

Exacta provides a comprehensive range of language services utilizing over 3500 language professionals covering 135 languages and dialects for:
  • Face-to-Face Interpreting (Consecutive and Simultaneous)
  • OPI (Over the Phone Interpretation) 
  • Video Interpreting
  • Sign Language Interpreting
  • Legal and Court Interpreting
  • Translations of Documents 
For more information about Exacta, visit their website.

About SmartSimple Software Inc.
SmartSimple Software Inc has provided an innovative process management solution in the insurance, medical, grants, innovation and property management markets. By using our platform to better connect with their communities and each other, our clients enjoy a solid framework for their initiatives and a strong return on investment.

SmartSimple operates on an international level, with a diverse staff of 48+ spread across Toronto, Dublin and New York. Our platform is geared toward medium and large organizations of all types.

Friday, August 9, 2013

Announcing New WebEx Demo: Introduction to GMS360

SmartSimple is excited to announce our Introduction to GMS360° online demonstration. This demo will take place on Thursday, August 15 at 2 pm EST.

We will cover all the fundamentals and benefits of GMS360°, our grants management platform for organizations. Additionally, our demo leaders will be available to answer all your questions about the system and SmartSimple.

Please visit the registration page to reserve your space and receive information about the WebEx login credentials.

For more information about GMS360° or SmartSimple, please visit our main website or contact us at or 1-866-239-0991.

SmartSimple's August 2013 Upgrade

It's that time again - our August 2013 system upgrade is live! Read on for a complete rundown of the latest enhancements, features and upgrades that have been added to your SmartSimple system this month.

Multiple User-Selected Recipients for Workflow Messages
Users can now choose multiple recipients of a workflow-generated email by configuring workflow tasks.

Enhancements to Notes Functionality
System administrators can now keep track of system configuration changes with notes added to configuration pages for templates, types, statuses and custom fields. Additionally, note functionality now exists when a record is in edit mode.

Bypass Validation Option on Submit Buttons
Bypass Validation is a new setting that enables users to move a record to a different status without triggering the field validation. For example, records could be changed back to Draft status without having to fill out all mandatory fields.

Improvements to Subreports
System administrators now have the ability to link reports using values from a column of the parent report.

Transaction List Views
List Views can now be defined for transactions to match the list view functionality for other system objects.

Email Template Categories
‘Categories’ have now been added as a new feature for email templates. When creating an email template, users can select from the following categories: General, UTA Level 1, UTA Level 2 and 3, or Contact.

Portal Design Enhancements
System administrators can choose between the Classic SmartSimple interface and the Contemporary design when creating a new portal. Custom HTML can be created to customize the look and feel of the Contemporary design to match your organization’s brand.

Additionally, a new section called Body Introduction has been added to the Portal Design page. This enables designers to add instructions, report statistics and other variables into the portal.

Hide Notification of Locked Record
System administrators can enable a new setting (under the Global Settings page) to prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes.

Read the Upgrades article on our Wiki for more information about the current upgrade or previous enhancements.

Have any questions about the August upgrade and how it can benefit your system? Don't hesitate to contact us at or 1-866-239-0991.

Tuesday, August 6, 2013

How to Engage and Recruit Volunteers with Social Media

Social media has quickly become an ingrained part of our society.  If your nonprofit organization isn't taking advantage of social media's unique marketing capabilities, you're missing out on an invaluable way to spread your organization's good will.

So how can nonprofits use social media to effectively engage and recruit volunteers? It will require a little web savvy and time on your part, but the returns are well worth it.

1. Become a Storyteller

Share compelling content that inspires people to act. Do any of your current or previous volunteers have experiences they wish to share? Compile stories of impact from them, as well as your employees, and use them to relate to your prospective volunteers.

It's important to understand how to craft these anecdotes based on your chosen social media platforms. For instance, a longer and more involved story is most suitable for a blog post, while an inspiring quote or slice-of-wisdom would have more impact on Twitter. Consider utilizing YouTube to film these stories and add a human element to your organization.

2. Keep Volunteers Informed

This might seem obvious, but it's crucial. Sharing the latest news and achievements of your organization enables your volunteers to stay aware and informed of the roles they play in helping their community.

Social media can also be used as an educational tool for your volunteers. Post quick tips on Twitter to help them strengthen their skills, or share important event invitations on your LinkedIn community page with your volunteer network.

3. Don’t Be Afraid to Be Funny 

While professionalism should always come first, there's a lot to be said for a little levity. Modern web-goers have been raised on funny videos, social satire and self-referential memes. Humor should be a gentle way to let your audience know that the people behind your organization's computer screen have minds and hearts.

Even if you're not a comedian, your organization's willingness to have fun will speak well to your audience, particularly if you're targeting young volunteers. Let the public know that your organization is an interesting, fun place where volunteers are valued.

Check out this article from SocialMediaExaminer for more good tips on how to use humor professionally on the Internet.

4. Optimize Your Web Presence 

Use social media platforms that fit the marketing plan of your organization. Consider the unique strengths of each service. Does your organization prefer to utilize polls, photos, and contests to engage your volunteers?  Start a Facebook page. Do you prefer a more 'constant' connection with easily shared conversations? Look into Twitter. More focused on centralizing your volunteers with a shared calendar, events and groups? Try Google+.

5. Create Momentum in Other Spaces

Word-of-mouth is one of the defining qualities of 'going viral', and one that every organization should abide by when using social media. If you're recruiting other volunteers, ask your current ones to spread the word among their friends, families and networks.

Visibility, as well, is a key social media component. This can be achieved in small but effective ways, such as posting a simple 'Thank you' message on a volunteer's Facebook page or engaging in a conversation with them over Twitter.

6. Keep the Conversations Flowing

Sharing is caring. Social media is tailor made for gathering feedback and exciting new ideas from your volunteer stable, which can then be used to inform your organization's future initiatives. Ensure that your volunteers also have the tools to share information about your organization. Create #hashtags on Twitter for each event to help your volunteers track all related information and see what other users are saying.

To learn more about SmartSimple and our grants management system, GMS360°, visit our main website or contact us at

Check out our Twitter, LinkedIn and YouTube pages for more of SmartSimple on the web.