Wednesday, December 16, 2015

Sharing the Gift of Joy this Holiday Season

It’s the time of year when everyone is rushing from festive events to the shopping mall as people get into the frenzy of holiday activities. But for many families, this is more a season of stress than joy. Parents may worry about not having enough money to pay the bills each month while still wanting to ensure their children still have something to look forward to Christmas morning.
That’s why April and Sarah Rutka created Holiday Helpers and the annual Adopt-a-Family program. Since 1996, Holiday Helpers has donated Christmas packages to over 1,700 families in the Greater Toronto Area. And, for the third year, the SmartSimple team in Toronto has once again raised funds and purchased gifts to ensure one more family has a very merry Christmas.
The SmartSimple adopted family for 2015 was a single mother with three children, and their wish list included basics such as winter coats, boots and pajamas. As part of the Adopt-a-Family initiative, each family also receives a tree with decorations and a gift certificate to purchase groceries for a traditional family dinner with all the trimmings. Though the program is centered on Christmas, it is open for all families from all faiths, to help any family in need with basic items and provide the means for a family celebration.

This very special family will receive warm gear for the Toronto winter, as well as toys (this year’s favorites included My Little Pony, superheroes, Littlest Pet Shop, and Lego), household items, gifts to pamper mom, and treats for everyone. Our team of Toronto employees donated very generously, and we’re so proud to be part of this philanthropic community.
While the program is complete for this year, there are still volunteer opportunities available with Holiday Helpers to help out in their warehouse, sorting, wrapping and delivering packages to families. There’s also a charity golf tournament coming up on June 23, 2016 if you’d like to get involved with raising funds for next year’s campaign.

From everyone here at SmartSimple, we’d like to wish you and yours a happy, healthy and joyous holiday season!

Wednesday, December 2, 2015

Facilitating a “Conversation of Possibilities” with the SmartSimple Partner Network

“Bringing the best solutions to our customers means working with innovative people, not just those on our team, but also knowledgeable and talented organizations,” said Chief Operating Officer & SmartSimple Co-Founder, Mike Reid, during his opening comments at the first-ever SmartSimple Partner Network (SPN) Roundtable.
SmartSimple's inaugural Partner Network Roundtable.

This inaugural gathering took place in Toronto, Canada, with a select, dynamic group of representatives from the current partner network and the SmartSimple team. Attendees participated in the full-day event amidst vibrant discussions that included working in current and exploring potential business markets, doing business in the U.S. and the features and functions of the newly created SmartSimple Partner Portal.

Collaborative Learning
“The purpose of the day was to open discussion on how we can work collectively to meet our customers’ objectives,” continued Mike. “There are incredible opportunities in today’s business culture for a platform like SmartSimple, so building a robust ecosystem benefits everyone.”
Director, Customer Experience, Eric Lauer talks to partners.

“We all have a vested interest in the success of SmartSimple,” said Paul Lattini, General Manager of Smartech Consulting, a specialist in providing world class consulting services for not-for-profit organizations.“It’s an exciting product, and today was a fantastic opportunity to learn more about the capabilities – as well as a sense of the history – of the platform.

“The cross communication with the SmartSimple team was great,” added Steve Perpich, Account Manager at, an online systems development and data analytics company. “I have complete faith that this tool can do anything; all you need to do is pick your market.”

Taking Care of Business
The discussion flowed organically as the SmartSimple partners shared their insights and experiences. “It’s vital to hear what our partners have to say, as we are continually enhancing the platform for implementation efficiency,” added Mike
CIO Keith Yau addresses a partner's question.

Of particular interest was the launch of the new SmartSimple Partner Portal for active partners, and partner landing page on the SmartSimple website. “We offer interactive tools to help our clients navigate and make the most of their SmartSimple system,” said Eric Lauer, Director of Customer Experience, “so it was only logical to provide equivalent tools to support our partners. Their unique doorway provides access to prospective business opportunities, tracking of RFIs and RFPs and a discussion board for keeping an open, two-way channel with our partners.”

Come grow with us!
SmartSimple is currently in the market for partners who have the capacity and are looking for professional service opportunities, or who are interested in developing products off of our platform. Visit the SmartSimple Partner Network webpage to learn more and sign up for a demonstration of our platform.

Wednesday, November 18, 2015

SmartSimple November Upgrade - Connecting your World

We’re excited to share our latest round of updates to the SmartSimple platform. The theme this month? Integrations designed to help you connect more easily with your community. Upgrades include new sharing capabilities for calendar invites and to-do lists as well as enhancements to our ORCiD integration. And, coming soon, a new online payment integration with Stripe.

On-Demand Features

Share Calendars, Contacts and To-Do Lists
Not all organizations or individuals use the same tools to manage their calendars, schedule meetings or keep to-do lists. This can make completing simple tasks, like setting up meetings for review panels, complicated, as not all systems are compatible.

Fortunately, there’s a way to make sure all your contacts know when meetings are and share important information whether they use Outlook, Gmail or Apple Mail.

Known as iCalendar, this universal feature gives you the ability to share meeting requests, vCards (virtual business cards), and to-do lists with your contacts via email.
Open Researcher and Contributor ID (ORCiD)
Enhanced ORCID Integration
If you’re an RMS360o client, this improved integration with Open Researcher and Contributor ID (ORCID) will be of particular benefit to your research grant applicants.

Now, in addition to the ability to import applicants’ ORCID profiles, researchers can import an array of information from the ORCID database into your SmartSimple system, including:
  • Publication Author List
  • Publication Title
  • Publication ISSN
  • Publication Abstract
  • Digital Object Identifier (DOI)
  • ORCID Publication Identifier
This means applicants can use more of the information already in ORCID when applying for research grants.

Online payment service provider Stripe
Stripe Integration - Coming Soon
SmartSimple is currently working on a future integration with Stripe.

An industry leader in scalable, secure, flexible online payments, Stripe provides complete security and compliance with two-factor authentication and the highest level of industry certification, PCI Service Provider Level 1. Use Stripe to accept online payments for initiatives such as Employee Giving Programs and charity auctions.

Watch for this feature to officially launch in the coming months.

Read the full release notes for the November 2015 upgrade.

Learn More! Sign up for an Upgrade Webinar

We will be hosting two upgrade webinars on Monday, November 23rd at 2:00PM and Tuesday, November 24th at 10:00AM. Register here to find out more about our value-added November upgrade features.

Thursday, November 12, 2015

Learning, Sharing, Growing: SmartSimple’s Fall Community Conference 2015

It was a meeting of the minds in Chicago last week, as SmartSimple hosted its second annual Fall Community Conference. “Our vision for the conference was to provide a forum where our clients could network and share ideas, and we exceeded our expectations,” says Sarah Harris, Director, Client Support and Operations.
COO Mike Reid opens the Fall Community Conference 2015.

Our Fall Conference is Growing!
The conference – hosted by the team at Chicago Community Trusts head office – drew representatives from a diverse range of organizations. Attendance was nearly double last year’s event, with 64% attending for the first time.

Interactive Learning at its Best
The full-day event featured a number of interactive sessions, highlighted by productive, open discussion amongst attendees. “Our clients’ sense of community was really evident this year. Everyone was incredibly open about sharing solutions and creating new connections.”

New this year was SmartSimple’s first-ever peer-led panel discussion on Strategic Grantmaking, featuring thought leaders from the YMCA, Feeding America and Chicago Community Trust.

“I enjoyed moderating this particular session. Our panelists and the audience fed off each other’s energy. Having the opportunity to learn how [our clients] use their systems to align their strategic goals for greater organizational impact was enlightening,” - Sarah Harris

Other sessions included a presentation on Practical Planning for Staged Implementation hosted by SmartSimple’s Todd Lapin, Director, Strategic Accounts, and a tour of our new Versioning feature, hosted by Director, Customer Experience Eric Lauer.

Client Input Drives our Evolution
The floor was then opened up for a Town Hall session. Clients were given the opportunity  to ask questions, and provide comments and suggestions to the SmartSimple team. “This year I specifically asked; what can we do to further empower you and what can we do to make your life easier,” says Mike Reid, COO and Co-Founder of SmartSimple.
"I'm brand new to SmartSimple, so it was very helpful to hear what people are doing and learn more about the solutions offered. I had the opportunity  to hear questions and best practices from peers, consistent themes or trends from other clients and get answers from the SmartSimple team." - Grants Management Client

The discussion was vibrant and engaging, with great suggestions from attendees for upcoming webinar topics, system features and functionality. “We rely on our clients to help guide the direction of the company,” continues Sarah. “The ideas and suggestions brought forward by our user community are key in deciding on enhancements and changes to the platform.”

Proof Positive!
Overall, the event was a great success for everyone involved, with 91% of clients surveyed afterwards said it was very clear SmartSimple cares about our clients.  
“The feedback I got was very positive, and since we also opened the conference to people potentially interested in SmartSimple. I got some comments on how the Community Conference gave them a taste of what our company was like, showcasing our culture of authenticity and transparency,” - Eric Lauer
“We’re already excited about next year’s Spring Community Conference,” concludes Sarah. “What we learn at these events is invaluable and provides the fuel that drives our future. We hope to see everyone then!”

What topics would you like to see presented at our next Community Conference? Comment below!

Monday, October 26, 2015

Grantmaking Leaders Take the Stage at SmartSimple’s Fall Community Conference 2015

The SmartSimple team is very excited about hosting our first ever peer-led panel discussion during our upcoming Fall Community Conference 2015 in Chicago on Wednesday, November 4th.

“We wanted to create an opportunity for this year’s conference attendees to experience something different than our usual SmartSimple led sessions. Something that would add some additional value for the experts joining us for the day” says Sarah Harris, Director, Client Support and Operations. “Our clients have a vast array of experience to share, and the chance to compare insights, strategies and tactics with colleagues in an open, interactive setting is important to fostering the growth of the philanthropic industry.”

The session’s topic, Strategic Grantmaking, will cover a range of issues from why strategic grantmaking is important to making the transition from responsive to strategic grantmaking.

Meet the Panelists

Kathe Elwell, Director of Grants & Stewardship, YMCA of the USA

Kathe Elwell is the Director, Grants & Stewardship at YMCA of the USA and joined with more than 12 years in corporate sales, marketing and special events. Leveraging her passion for helping local YMCA chapters tell their story, Kathe has spent the last six years building YMCA of the USA’s grant making capacity, directing the strategic and tactical implementation of all stewardship and grant making operations, and establishing best practices for the stewardship, re-granting and risk management of contributed revenue.

Kathe serves as Chair for Grant Managers Network (GMN) Midwest chapter, and is a member of the Association of Donor Relations Professionals (ADRP) and the Grant Professionals Association (GPA). She is also an active member of the North American YMCA Development Organization (NAYDO) as a presenter and Co-Chair of the 2016 Hot Topics.

Anne Bronson, Director of Member Grants, Feeding America

Anne Bronson is the Director of Member Grants at Feeding America. Over the past five years, she has managed their grant-making activities for distributing funds to member food banks and meeting strategic priorities. Anne focuses on relationship building and collaboration, working creatively with fundraisers, donors, and grantees to identify opportunities that balance stakeholder priorities and achieve measurable results. She has been instrumental in making the granting function at Feeding America a recognized critical component, strengthening its network to support collective, long-term strategic goals towards food stability.

Prior to making the move to the nonprofit sector, Anne spent 10 years as a business/technology consultant. She then became the Executive Director of the Accenture Foundation where she was responsible for such roles as US Corporate Citizenship Lead for Accenture, which included Foundation grants, corporate giving, and employee engagement/volunteering. Like Kathe, Anne is also an active member of the Grants Managers Network.

Tom Irvine, CIO & VP, Chicago Community Trust

Tom Irvine is the CIO and Vice President for Chicago Community Trust, where he oversees the direction, support and maintenance of all hardware and software systems used by the Trust. With more than 20 years of experience, Tom provides technology vision, leadership and direction in support of the foundation’s priorities to deliver excellent service, maximize impact, and increase efficiencies in its operations.

Tom moved from the finance industry to the nonprofit sector seven years ago to use his vast technical experience for the good of the Chicago community. His background in process improvement, change management and requirements gathering furthers the mission-level work of the Trust. His fresh perspective was key in the implementation of the Trust’s online grants management system.

Thursday, October 8, 2015

Top Five Challenges for Grantmakers and How to Fix Them

Awarding grants is a complex process. “Every step – from the creation of the grant application to monitoring and tracking of results – must be well thought out,” says Haifa Staiti, Project Manager, Philanthropic Solutions at SmartSimple.*
Haifa Staiti (@haifa_staiti)

Haifa speaks from experience. She’s a grant-making professional with nearly 10 years of experience in managing grant programs. Her areas of expertise include funding medical research, community health promotion, women’s education and empowerment, peace building and human rights, so she understands the challenges facing today’s research and granting organizations intimately.

What are the issues around creating, awarding and managing a grant? Haifa shares her top five challenges of the grants management process:

  1. Developing an application process that is user friendly. If your potential grantees can’t understand what you’re asking for, or find the process too complex or costly – needing to make multiple copies of proposals and shipping them – you may lose out on some great proposals. An online solution like SmartSimple can really make things easier for your applicants.

  1. Screening submitted applications. It’s not unusual for organizations to need to screen a high volume of applications in a short amount of time. With a paper-based system, it means going through each application one-by-one to check every single section before manually entering information into Excel or another database. Again, this is where a good online system can help by alerting applicants if their information is incomplete or inaccurate before they submit.

  1. Managing the review process. The biggest challenge is recruiting reviewers if you have an external review process. The other major pain point is quickly and accurately consolidating feedback and scores from multiple reviewers, then distilling that into summary information used to rank applications and inform funding decisions.

    Online platforms can offer options to make it easy for reviewers to participate in the process. With SmartSimple, for example, reviewers log in through their own portal, where they can share individual rankings, see consolidated scores and provide comments. This saves a lot of time and can shorten the review process considerably.

  1. Tracking payments and reports. Typically, grants are paid in multiple installments and grantees are required to submit progress reports. Often, grant payments are tied to these reports. That means future payments are not made until a progress report from the previous period has been submitted and approved. Tracking all of this information can be very challenging if you don’t have a sophisticated grants management system.

  1. Showing impact. There’s an increasing focus on impact from donors and the public. We no longer measure the quality of a non-profit by how well they control expenses. Grantmakers want to know exactly how their funding is driving change.

    Monitoring grants post-award that show a concrete impact is a major pain point. A good grants management system with strong post-award monitoring functionality that provides very detailed and comprehensive information is invaluable.

These challenges can all solved with the right grants management system (GMS), processes and professionals. The SmartSimple team has experts from the grants and research management sectors that will work closely with you to create a configured system that fits the way you work. Save time, reduce expenses and cut down on paper with a centralized system that provides everything for your entire community in one location.

Request a demo today to see SmartSimple’s endlessly configurable cloud-based solution in action!

*Haifa is currently Manager, Client Services at GrantBook.

Monday, October 5, 2015

Did you miss it? SmartSimple's September Upgrade Webinar

Eric Lauer, Director of Customer Experience, hosted two webinars, showcasing the great new features and enhancements from our September upgrade:

In this upgrade webinar, Eric walks you through the latest Global and On-demand updates to SmartSimple, as well as some upcoming Beta testing opportunities for developers. You'll also see three use cases for the Neo Report Builder introduced in this upgrade.

Be sure to check out our events page to find out how to register for our Fall Community Conference 2015 in Chicago. Stay tuned for news on more upcoming webinars.

Wednesday, September 30, 2015

Security is a Shared Responsibility

Keeping your data under tight lock and key takes the combined effort of both our team and yours. We recently introduced a new security page on our website to ensure everyone understands the shared security model when working in the cloud.

Keep reading to learn how, by working together, we can provide better security.

Who’s responsible for what?
While SmartSimple ensures our platform’s security and the protection of your information, we all bear some responsibility for complete security throughout your data’s lifecycle.

We can safeguard the data that you store with us, but we have little control over what happens outside our environment. Therefore, it’s important that you evaluate your own security policies, consider how your users access your system, monitor how the data is used, and maintain the physical security of your own premises and its hardware.

To really understand why security is a shared responsibility, you need to know the difference between two key concepts:

·         Security of the Cloud – Security measures that we, your cloud service provider, implement.
·         Security in the Cloud – Security measures you, our client, implement to safeguard your content and applications.

To make it easy to understand, we’ve created a graphic outlining exactly what each of us is responsible for:
Security requires a systematic approach 
Working together is the optimum method for the security of your organization’s data. By being aware of security best practices and taking appropriate action, we are creating a safe, secure environment for your sensitive data.

SmartSimple is SOC 1 Compliant
We subscribe to a high level of testing, training and compliance measures that ensure SmartSimple meets robust security standards, set by independent third-party auditors. These unbiased auditors certify that we are following regulated guidelines and are meeting our commitments:

We are a Service Organization Control (SOC) 1 compliant Software-as-a-Service company and are currently on target to becoming SOC 2 compliant in 2016.

Need help?
We have several articles on cloud security available on the SmartSimple Wiki.

If you still need more help understanding the shared responsibility model, talk to your organization’s IT team, write us at or call us at 1-866-239-0991. 

Thursday, September 24, 2015

SmartSimple brings non-profit professionals together again at the Chicago Fall Community Conference 2015

Building on the success of last year’s Fall Community Conference, SmartSimple invites you back to Chicago for another full-day of interactive engagement.

“We were really pleased with how well our first fall conference was received last year,” says Sarah Harris, Director, Client Support and Operations, “so we decided to go back to the Windy City and host our second community conference outside of our home base in Toronto, Canada.”
The Fall Community Conference is the ideal setting for our clients to engage with the SmartSimple team in dynamic discussions about their systems, its functions and features. It’s also a valuable opportunity to network with peers and share ideas and insights about the non-profit community.

What will I get out of the conference?
The conference is designed to provide attendees with:
·         An update on new developments at SmartSimple.
·         Useful tips about features and functions in your SmartSimple system that you may not have taken advantage of.
·         A chance to have open discussions with our experts, and the opportunity to provide input for future enhancements and upgrades.
·         An opportunity to meet and network with local and national peers in the non-profit, philanthropic, research and foundation spaces.

Who should attend the conference from my organization?
Grants and research managers, administrators, executives and decision-makers will benefit from this year’s event by learning more about new SmartSimple functionalities. Attendees will also have the opportunity to voice their thoughts on upcoming features and functions.
What will the day look like?
The complete agenda is available on the Fall Community Conference page on the SmartSimple website.

New this year – you take the floor!
We are also excited to be hosting our first peer-to-peer panel, led by your colleagues from Chicago Community Trust, YMCA USA and Feeding America. “We wanted to give our clients an opportunity to create and have a session to discuss industry topics, trends and issues that impact the day to day operations of their organizations,” adds Sarah.

Register Now!
Visit the Fall Community Conference page to register. There you will find full session descriptions, the schedule for the day and read about the SmartSimple experts who will be hosting your day.

A special thank you!
Of course this event would not be possible without the assistance of the Chicago Community Trust, who is generously donating their offices to us for the day. “The Trust provided a great venue last year and we are very happy they were able to offer their hospitality again.”

If you have any questions or concerns about the conference, contact Geoff Cook by email or by phone at 416-591-1668 x148.

We look forward to seeing you in Windy City!

Wednesday, September 23, 2015

Build more configurable reports faster and easier than ever with Neo

Watch our latest video on Neo – the next stage in the evolution of our Report Builder. System administrators and other technical users involved in the configuration of your SmartSimple system will find this information helpful.

While Neo offers a more intuitive interface that is easier to configure and saves you time, there are some important behaviour changes to be aware of. This video walks you through the new, easier to use report building process:

Register now to join Eric Lauer, Director of Customer Experience, for one of two upcoming webinars:

September 2015 Upgrade Overview:

  • Tuesday, September 29th (10:00 AM EST to 10:30 AM EST)
  • Thursday, October 1st (2:00 PM EST to 2:30 PM EST)

Eric will delve into the finer points of using the new Neo report building process, and other great features from our September 2015 upgrade.

If you have any questions about Neo or other upgrade features, feel free to ask in the comments section below.

Tuesday, September 15, 2015

SmartSimple September Upgrades

Fall is almost here, and that means it’s time for our upgrades for September, 2015. We have some new enhancements that improve overall usability, enhance previous reporting functionality, and update the Arcadia X user interface. We’ve also opened up a new beta testing opportunity.

This upgrade will take place on Thursday, September 17th, so let’s get you ready!

Automatic Upgrade                                
This feature is automatically applied with the September upgrade, meaning you don’t have to do anything to begin using it in your SmartSimple system:

Expanded Arcadia Colors and Styles
If you’re an Arcadia X interface user, the first difference you’ll see when you log in after this upgrade are new navigational colors. Don’t panic; this is part of the enhanced color and style functionality we’ve added to increase Arcadia X personalization options.

From the Configuration tab, under the Global Settings menu, permissioned staff will see a new Branding and Terminology tab at the top of their screen. From here they can manage their interface colors and styles, creating their own combinations for headings, titles and tool bars.

Configured Upgrades
Configured upgrade features require some assistance from either your System Administrator or the SmartSimple Support Team to set up and start using. Contact our Support Team or speak to your own IT team.
New Report Builder Neo in Arcadia X

New Report Builder Neo
The new report builder, entitled “Neo,” replaces our former version, and is not only easier to use but improves performance and run time for all reports. The new report builder offers a more intuitive interface, is more configurable and offers more options for your reporting needs.

New Company/User Security Matrix
This new security matrix offers the ability to designate permissions more easily for specific users. The enhanced matrix provides more precisely controlled security options for assigning permissions to edit, view and delete information.

Beta Feature
A beta features refers to a feature in the testing phase, meaning we’re giving it a test drive before making it a system-wide enhancement.

New Application Programming Interface (API)
For those who may not be familiar with the term, an API allows different programs to communicate with each other and is commonplace in cloud computing software like SmartSimple. We’re very excited to be introducing a new API and are looking for input from you!

If you’re interested in participating in the testing of the new API, please contact your SmartSimple Account Manager.

Looking for more information?
Be sure to check out the SmartSimple Wiki and sign up for one of our two upcoming September upgrade webinars. Also, browse our extensive YouTube channel for videos on these and other SmartSimple features and functionality.

Thursday, September 10, 2015

Test to Production to Versioning – Pick your Solution!

 Every SmartSimple client is unique, which is why we offer so many options for personalizing individual systems. One thing, however, that is common for all our clients is the need to change various forms and applications, often on a regular basis. For that reason, SmartSimple has two different solutions available; Versioning and Test to Production, otherwise known as T2P.

Why two solutions?
Some smaller organizations have very limited technical infrastructure, which means they may not have a Systems Administrator on staff, so they want a solution that they can easily use without a lot of technical knowledge required. Versioning is ideal for these clients.

Other larger clients have IT staff to handle more complex levels of configuration, and can therefore work with more sophisticated solutions, and therefore T2P is preferred. That doesn’t mean a larger organization couldn’t or shouldn’t use Versioning. Versioning was designed to be used by everyone.
Maintain historical field data and create applications with Versioning.

Versioning is particularly appealing for clients with limited technical infrastructure because if offers the ability to change their data gathering and application form creation needs on the fly without impacting any existing data on current application forms.

A prime reason SmartSimple created Versioning was a desire by our clients to maintain historical field data. With Versioning, all fields ever created for a specific application or form are stored in your system.

Versioning also eliminates the need to create and manage multiple versions of your system; everything is done from one central location. This is accomplished by creating a baseline version of your application form that contains every field from every application you are currently using or have used in the past. This baseline is your starting point for each new application form and ensures all historical field data is stored in your SmartSimple system. Plus, you have the added bonus of a constantly growing, centralized record of every field you’ve ever used.
Keep records of every application form created.

The other advantage of Versioning is that, because it’s a browser based application – meaning a feature that can be accessed and configured right from the cloud – you can easily add or change application forms as their own unique Versions, without impacting previous application forms. That means each form and application is a standalone document. This offers greater flexibility, as changes made from year to year do not impact anything on a previous year’s application form.

To use T2P, an organization needs to have a significant infrastructure, which is why it’s generally used by larger organizations. Unlike Versioning, T2P is not used to actually configure your data (meaning it doesn’t actually create anything); it’s a tool used to move data around, meaning that to use the T2P tool, you need to create multiple versions of your SmartSimple system.

How does this work? It’s actually not as complicated as you’d think!
Unlike Versioning, T2P is a tool to move data.

Your main system, commonly referred to as the Production system, is what your users see, access and work with every day. The Production system is typically locked down, so that no one can make changes without the proper access and permissions.

From the Production system, a Development and a Test system are created. The Development system is where all the actual configuration work is done, mimicking the Production system so that new forms and applications are created in a realistic environment. Once a new form or application is created, T2P moves it to the Test system to be “tested” before it’s moved to the Production system. You can also set up forms and applications to go live on the Production system in advance, so that it exists but isn’t accessible until, for example, January 1st, 2016.

The one downside is the inability to distinguish or easily manage changes to applications from year to year. For example, you might have added new questions for your 2015 application, but they will be seen in the 2014 application form, just with no responses.

Want to know more?
We’re always here to help! If you’d like to know how to make the most of T2P, Versioning or how you can combine the two solutions, contact our Support Team via email, by phone, toll-free, between 3am and 9pm EST at 1.866.239.0991 or talk to us through the community portal.

There’s always information available on our Wiki, our Blog and our YouTube channel. And be sure to check out our webinar and trade shows and conferences pages to find out about upcoming learning opportunities or where you can talk to our team in person.