Full end-to-end Pre-awards Management

  • Full collaborative bid development via chat, to create multiple budget scenarios prior to submission
  • Funder portal scanner to uncover new funding opportunities, plus auto convert to the funder proposal template
  • Fully flexible Costing Engine (FEC, Horizon etc), or custom cost models for Commercial / Consultancy Funding opportunities, for full compliance.
  • Fully automated costings and overheads to match your institution needs
  • Pre-built integrators to your HR systems for live salary and staff costings data, plus ERP for Award Management
  • Allow Academics to create “outline proposals” for internal peer review prior to proposal creation
  • Record External Research Partners & add multiple Sponsors (Primary, Secondary, In-kind, Supplier etc)
  • Complete flexibility to add extra information fields & configuration using Dynamic forms
  • Full document management to add attachments and project document repository

Fully Configurable Screen layouts, forms & field headers

  • Fully version control a clear audit trail 
  • Automated Alerts and Notifications
  • Proposal specific Live 1-1 chat
  • AI Chatbot to retrieve specific data – eg policies, funder T&Cs, Ethics or Contract terms etc
  • Full user log in tracking for audit purposes
  • Role based page access controls to protect data security
  • Proposal sharing and access delegation. 

Reporting & Analytics Suite

  • Pre-Awards Reporting: Bid success KPIs by Dept, Faculty, Funder or User
  • Proposals by status 
  • Proposal deadline reporting
  • Staff Costings by proposal/Project
  • Price Rules and Contribution Reports
  • Staff Allocation and utilisation reports
  • Project Budget vs Expenditure Reporting
  • Project Milestone Reporting by funder
  • Project Forecast reporting
  • Funder specific submission for major UK, EU & USA Funders