Tuesday, February 24, 2015

Easier Form And Application Revisions with SmartSimple Versioning

SmartSimple is breaking ground as the only grants management system that facilitates a simple approach to the process of revising, updating and editing your forms and applications using a simple point and click configuration.

There had to be a better way…
In the past, making changes on application review questions or other forms took a lot of work, and often required a test to production (T2P) environment. Seeing this issue arise time and time again, SmartSimple’s Development Team decided to see what they could do to make the process smarter and simpler.

The end result is a great new feature, offering a quick and easy way to add, edit and delete fields in your applications and forms whenever you need.

We call it Versioning.

How does Versioning work?

Versioning begins with a simple series of steps to get you set up and ready to go:

·         Start by creating a baseline version of your application or form. The baseline stores all current and future fields for all subsequent versions.

·         Add any and as many new fields as you want to the baseline.

·         Use the baseline to create a new version by selecting the application or form users will see.
·         Use your last version as the starting point for the next version you want to create.
Try out our beta version and tell us what you think!
Currently, our Versioning feature is in beta. That means it’s available for you to use, just not in its final, polished format. We do this to give you a chance to try it out and provide feedback for us on how it works before we create the final feature.

Interested to learn more?
Want to know how to set up Versioning on your SmartSimple system? We’ve got some tools to help get you started.

We’ll be hosting a webinar on Thursday, February 26th at 10am EST to walk you through all the options and abilities of the Versioning feature, providing an opportunity for you to ask questions of our SmartSimple experts. Visit our Event Page to register.

In addition, we’ve posted a Versioning video to our YouTube channel to provide additional information. You can also contact our Support Team directly either through the community portal, via email or by phone at 866.239.0991.

Thursday, February 19, 2015

SmartSimple Hits the Road in March!

March is gonna be a pretty busy month for everyone here at SmartSimple. Our team will be hitting the road, travelling across the United States to meet with industry professionals in corporate giving, grants management and other areas of philanthropy.

These events are a fantastic opportunity for us to not only share what SmartSimple can do for various philanthropic communities, it also makes sure we stay on top of industry trends, ensuring our Grants Management System is keeping pace with the kinds of functions and features you need to manage your processes.

Stop by our booth and say hello to our team at the following events:

ACCP: The Conference: Reimagine Capacity, Defining the Possible – March 8-11, 2015
Join Director of Strategic Accounts, Todd Lapin, and Director, Client Care and Marketing, Eric Lauer at The Association of Corporate Contribution Professionals is having their annual conference at the Hilton Nashville Downtown in Nashville, Tennessee. The Conference will provide you with the latest and most relevant trends in corporate giving. Network with those in the know from organizations like UPS, Starbucks, Bank of America and the Ford Motor Company.

Full details are available on the ACCP website.
Perspectives 2015: GMN 10th Annual Conference – March 16-18, 2015
Gary Modin, Director of Business Development will join Eric and Todd at The Grants Managers Network Conference. The GMN is celebrating its 10th Annual Conference with a focus on exploring new granting perspectives. This conference features 60 individual sessions, broken down into nine different learning tracks, such as corporate grant making and management, and will feature new events like Short Talks.

SmartSimple will also be hosting a session entitled Lessons Learned – The Vendor, The Client and The Grants Management System. Join Todd, Gary and Eric, along with SmartSimple clients, Shavon Doyle-Holton from the Grand Rapids Community Foundation, Kelly Jackson from Feeding America, and Sandy Phelps from Chicago Community Trust, as they walk you through key steps used to streamline the change management process. The team will address your concerns and answer questions around managing a seamless implementation project.

Learn more on the GMN website.

2015 Summit on Employee Engagement in Corporate Citizenship – March 23-25, 2015
Gary and Eric will be joined by Karim Fahmi, Pre-Sales Technical Analyst at the Crowne Plaza Times Square in New York City for the 14th annual best practices summit. Hosted by Charities@Work, attendees will have the chance to mingle with a wide range of industry experts from various backgrounds, professions, and fields, discussing key strategies for making employee engagement matter.

Visit the Charities@Work website for full details.

There’s even more coming in April, including our own Community Conference on Wednesday, April 15th in Toronto, Canada. Keep an eye on our blog for more information.

Be sure to visit our website to learn about upcoming webinars and to request a demo of SmartSimple.

Wednesday, February 11, 2015

SmartSimple Attends the Florida Philanthropic Network (FPN) Statewide Summit on Philanthropy

On January 29th and 30th, the SmartSimple team made their way down to Orlando, Florida, to take part in the annual FPN Statewide Summit on Philanthropy Conference, held at the Waldorf Astoria Hotel.

“It was great to be able to attend this conference for the third year in a row,” says Todd Lapin, Director of Strategic Accounts. “It’s a fantastic opportunity to meet new people and catch up with clients and friends I've known for years.”
Todd Lapin greets visitors to the SmartSimple booth.

Presented by Bank of America, the FPN Conference is an annual event aimed at bringing members of the Florida philanthropic community together to share new learnings, discuss issues, trends and ideas surrounding the health and vitality of “The Sunshine State.” Key experts and industry professionals shared their thoughts and best practices, including Aaron Dorfman of the National Committee for Responsive Philanthropy, William A. Schambra of the Hudson Institute's Bradley Center for Philanthropy and Civic Renewal, and Phil Buchanan, President of the Center for Effective Philanthropy.

This year’s keynote speaker was Ambassador James A. Joseph, Professor Emeritus of the Practice of Public Policy at the Sanford School of Public Policy at Duke University. He has been leader in residence for the Hart Leadership Program and founder of the United States Southern Africa Center for Leadership and Public Values at Duke and the University of Cape Town.

“Ambassador Joseph is a phenomenal speaker and had some truly insightful commentary to share with the audience on the state of philanthropy today. It was a pleasure to hear his keynote speech,” continues Todd.

“I was also proud to see one of our clients, Richard Brown, as the featured speaker at the Emerging Leaders in Philanthropy dinner,” Todd adds. “Richard is Vice President of Philanthropy at American Express, and is a national leader in the area of non-profit leadership.”

A great turnout at the FPN Conference.
SmartSimple also participated in the Foundation Center’s session called “How to Get on the Map” – an initiative they’ve undertaken with the Forum for Regional Associations of Grantmakers to help improve the ability to access and share granting data – stay tuned for a separate post on this fantastic initiative!

In closing, Todd shares a quote from another of our clients, Barbara Ryan Thompson, Executive Vice President and CEO of Helios Education Foundation, which she posted on the FPN Twitter feed during the conference; “Is the philanthropic sector’s work inspiring our communities to dream? Is it inspiring us to learn and share? Is it inspiring us to do and become more for the greater good?”

“I think these are vitally important questions for everyone to ponder, no matter where they do good works,” concludes Todd.

Stay tuned for an upcoming blog on all the events SmartSimple will be attending in March, as well as information on our Annual Community Conference in Toronto, Canada, on April 15th!

Check out our website for our latest webinars and, as always, you can request a demo if you’d like to learn more about what SmartSimple can do for you.