Wednesday, October 26, 2016

SmartSimple October 2016 Upgrade Highlights

We’ve got a total of 47 new features and enhancements for our October 2016 Upgrade. That’s 47 more ways we’re continuing to prove our commitment to our clients’ needs.

Of note, we’ve streamlined reporting, created a more intuitive user interface for Arcadia X, and introduced new beta features to strengthen the platform for you and your users.

Reporting Features
Enhanced Neo Report Builder
Creating impactful reports is always a challenge, so we continue to add functionality to our Neo Report Builder tool, working to make the process as painless as possible.
Enhanced Neo Report Builder provides simplified report building
We’ve expanded the number of data sets and fields available based on your reporting requirements. You can now include data for user and company event activities, notes, and status name for an increased range of options.

In-Line Data Grid
This new field type will give you the ability to build an Excel-style grid directly on the page you’re working on without having to open a second window. This is ideal for simple budget creation or data that needs to be presented in a grid format. There is also a separate save button for the page so you don’t have to go in and out of a document to save your information.
In-Line Data Grid offers an easy way to present data in an Excel-like style
Bulk HCAI Submissions
We’ve streamlined the invoice submission process for Ontario insurance clients. Now, you have the option to submit invoices to HCAI in bulk rather than needing to do them one at a time. Your claims administrators will save valuable time and limit the possibility of data entry errors.

Bulk HCAI submissions are now available in SmartSimple
User Interface Features
Arcadia Headers
To improve navigation and save on screen real estate, we’ve made some revisions to the Arcadia X interface. Portal access has been moved up to the top of the page and aligned with the header. Standard Arcadia X features have been consolidated into a single menu icon to make it easier to use and find what you’re looking for. It only takes a single click to see what links are grouped in each window.
A cleaner look for the Arcadia X interface
New Help Icon
Our new help icon will make finding tooltips within SmartSimple easier. Now, instead of underlining content where additional help is available, an easily identifiable question mark icon will pop up so it’s clear where you can access assistance. The icon is accessible whether working on an application, processing submissions for review, or creating reports.

IRS Subcategory Settings and Look-Up Options
A vital part of your granting process is being able to accurately identify the tax standing of your applicants. So, we’ve made two enhancements to assist you when using the IRS database.

The new subcategory settings option offers a more granular view of your applicant organizations. Gain in-depth knowledge on the status of each potential grantee, rather than just seeing a high-level overview.

We’ve also enhanced our IRS database integration from within the sign-up page so you can retrieve as much detail as you need to accurately process your grants. New fields include:
  • Type
  • Foundation code
  • Organization type
  • Status

Privacy Policy Enhancement
You now have the option to require users to accept the conditions of your privacy and other policies before they can access your system. This gives you the opportunity to confirm that applicants fully understand your specific terms of service, requiring them to acknowledge their comprehension before beginning the granting process. This ensures there’s no confusion of what has been agreed to, while managing the expectations of your grantees.

UTA Delete Button

In addition to controlling the level of permissions required by your users to add information to a particular field, being able to manage who can delete information, when and how is just as important. Our enhanced UTA Delete Button offers the opportunity to not just have the option to delete, but to set specific business rules.


For example, your managers may have always been able to delete a grant, but now can only delete specific grants under $1 million or only after a particular date or grantee action has taken place. This gives much more granular control over the precise actions administrators can take when managing your users’ information.

Beta Features
Data Classification
A well-planned data classification system makes essential data easy to find and retrieve. This can be of particular importance for risk management, legal discovery, and compliance. Written procedures and guidelines for data classification should define what categories and criteria the organization will use to classify data and specify the roles and responsibilities of employees within the organization.

Our Data Classification feature provides the power to create any number of data classes within your system and assign them to custom field types. You can now create security policies and attach them to any class of data. This means you maintain complete control of the visibility of field data across your entire platform, making it easy to apply access policies at the global level.

Media Library
In today’s world, digital content/media is accessible and consumable on a multitude of device and browser types. However, based on the capabilities of any given device or browser, file type, and size requirements can differ significantly. That means, in order to review any specific media type, people are required to download and use their own players locally or use links to sites such as Vimeo and YouTube. So how do you guarantee a positive user experience?
Share, review, and annotate with SmartSimple's Media Library
The SmartSimple solution provides a consistent user experience while also limiting copyright concerns. This will make it easier for your users to access and view any media file uploaded to your SmartSimple system. All files will now be optimized for better viewing in any browser, on any device. Users can also review and comment on any media file in the system.


Learn More
Be sure to review all the enhancements on our SmartSimple Wiki to ensure you’re up-to-speed on everything you need to know for our October 2016 Upgrade.

Thursday, October 20, 2016

How SmartSimple is helping change the lives of high-risk children and youth

The numbers don’t lie; children who suffer from untreated mental health issues in their formative years are at significant risk for a future of behavioral problems, unemployment, incarceration and even suicide.
Did you know?
  • An estimated one in five Canadian children experience mental health issues
  • Approximately 60% of incarcerated males in Canada have a history of childhood conduct problems
  • It’s estimated that future costs for a career criminal can be up to $6.5M if no early intervention takes place
It’s why SmartSimple was eager to help Child Development Institute (CDI) and their SNAP (Stop Now And Plan) National Expansion Campaign. “At SmartSimple, we firmly believe technology has the power to do good things, so whenever we see an opportunity to apply our expertise to help an organization meet their goals, we’re happy to facilitate.”
SNAP is an evidence-based intervention model designed to positively change the lives of high-risk children in their middle years, and their families. It was developed by CDI, an accredited children’s mental health agency performing ground-breaking work in developing innovative programming.
Specifically, SNAP was developed as an intervention program for children under the age of 12 in conflict with the law. It has evolved into an internationally-recognized program that focuses on emotion regulation, self-control and problem-solving and teaches children with behavioral problems, and their parents, how to make better choices "in the moment."
“Finding state-of-the-art solutions for dealing with children’s disruptive behavior and lack of self-control can only benefit future generations and make life better for children everywhere,” says Mike Reid, COO of SmartSimple. “SNAP had a clear plan to do good work, and we knew, by sponsoring their National Expansion Campaign, we could support that plan in a tangible way. SNAP was a perfect fit for us, and we for them. SmartSimple’s unique Universal Tracking Application (UTA) not only ensures each child’s case is tracked, pertinent data shared with global researchers, but their confidential information is kept completely private.” SmartSimple has been given the honor of Featured Supporter of the SNAP campaign due to our assistance with their program.
“We are very grateful to SmartSimple for applying their expertise to SNAP,” said Dr. Leena Augimeri, CDI’s Director of Scientific and Program Development and co-founder of SNAP. “SmartSimple has made significant impact on the SNAP National Expansion Campaign by developing SNAPiT – an exclusive service delivery portal which will be used by 140 organizations to track outcome data, create efficiencies in service delivery processes and facilitate communities of practice from coast to coast. As a non-profit organization with a long-term vision for social change, yet with limited resources, this kind of support is essential to our work.
SNAP has proven to be effective and provide significant financial savings to society as a whole. It’s estimated that future costs for a career criminal will be between $1.5 - $6.5M if no early intervention takes place. In contrast, it costs approximately $4,000 for a child and their family to participate in SNAP, representing a savings of close to $150,000 per youth if SNAP is successful.
Ongoing research has also shown:
  • Children ages 6-12 are excellent candidates for learning self-control strategies.
  • Recent research indicates that 68% of SNAP participants will not have a criminal record by age 19.
  • A Benefit Cost Analysis on SNAP showed that there is a $17 - $32 return for every $1 invested in the program.

The following infographic shows clearly how serious the impact of children's mental health issues are on society, and how early intervention can substantially improve young lives:


“SmartSimple is truly pleased to be able to provide the solution to facilitate SNAP’s global expansion. They have an incredible pedigree and we will continue to do whatever we can to help them collect, analyze and report on the data that will assist the future of child development research.”
Be sure to check out the SNAP blog to learn more about how SmartSimple helped CDI and the SNAP initiative achieve their goals.

Thursday, October 6, 2016

6 Reasons Your Organization Should Consider GMS Essentials

You’re a grants manager with a small team. You only handle a few grant programs a year and your application and processing requirements are pretty basic and straightforward. You’ve been using a mix of emails, spreadsheets and paper files to keep track of everything.

It’s not an ideal solution, and since you’ve been thinking about expanding your program, you’re concerned that this current set-up won’t be able to handle a more complex granting process.



Fortunately, SmartSimple has introduced a new grants management product – GMS Essentials – that’s designed specifically for organizations that want to expand their granting activities. Whether that means adding more programs or introducing more complex application processes, GMS Essentials will provide the added features and functionality to manage your applications, tracking, reporting and awards processes in one centralized location.
Why is GMS Essentials the best choice for a growing organization? Here are six key reasons why it might be time to take your process into the cloud with SmartSimple:
  1. A build-as-you-go system GMS Essentials is completely scalable and 100% configurable, so as your needs grow, your platform grows with you. You can turn on additional features as you need, or have the SmartSimple team configure them for you.
  2. Dynamic key features GMS Essentials combines four robust modules – submission manager, meeting manager, budget manager and program manager – that form the foundation of the platform. Each module makes it faster and easier to manage and track your granting program no matter the number of grants, grantees or applicants.
  3. Fully configurable reporting and dashboard capabilities The intuitive interface makes building dashboards and creating comprehensive reports painless. GMS Essentials comes with a range of visual options for displaying your information in a way that’s meaningful to all your stakeholders.
  4. Rapid implementation process Our Rapid Deploy team will not only work with you every step of the way, they’ll get your system up and running quickly. They’ll ensure that every aspect of the platform is setup to suit your needs.
  5. No IT expertise required GMS Essentials was designed with the grants manager in mind, so you don’t need a dedicated IT expert to manage the system. We’ll make sure you learn what you need to maintain your platform, plus, our Support Team is always available if you need help.
  6. No coding needed We know not everyone has coding experience. Thankfully, GMS Essentials has been created to empower your grantees to code their own applications so you don’t have to.
Curious to know more?

Learn how GMS Essentials can deliver the automation capabilities to keep your entire granting process organized by requesting a demo.