Skip to main content

InfoStrat Grants Manager Plus Overview



Grants Manager Plus is one of InfoStrat's most popular software solutions.  We developed Grants Manager Plus to help grantor organizations streamline their grant processes.  We've built Grant Management Solutions for public sector since the late 1990s.  We developed Stimulus 360 for Microsoft in 2009 to help state and local government track stimulus funding.  Grants Manager Plus was introduced in 2010.  The solution is based on Microsoft Dynamics 365, the product formerly called Dynamics CRM.   InfoStrat maintains Grants Manager Plus to take advantage of new features in Dynamics 365 as well as follow our product roadmap of new grant features. 

The overarching goal of Grants Manager Plus is to capture the entire grant life cycle, starting with establishing funding sources, accepting applications, online review, scoring, award, and post-award reporting all the way to close out. Grants Manager Plus provides a portal user interface for grantees to interact with the system as well as an internal user interface for the grantor organization to track the grant and generate reports.

Applicants interact with grantors through a portal

The grantee portal allows grant applicants and recipients to sign in, fill out applications and track the progress with all their grants and their payment requests.  The portal is configured so that the grantee can work on their application in stages and it saves their work as they go along.  As soon as they submit the application for review, notification is triggered internally so that a grant reviewer can check for compliance with the requirements of that specific program.

Grantees create payment requests in the portal which are routed for verification and approval.  They can also see the status of their payment requests such as which payment requests has been processed.  They can use file attachments for backup material such as invoices.  

Because it's based on Microsoft Dynamics 365, Grants Manager Plus offers a rich security environment integrated with Office 365 and active directory.  It has built-in auditing tools including data audits to track all changes that are made to the data.  It supports reporting, dashboards, graphs and even powerful visualizations based on Power BI from Microsoft. It also not only the latest web browsers but also mobile devices including smartphones and tablets.  

Grants Manager Plus is available on the Microsoft U.S. Government Community Cloud (GCC).  The GCC provides the latest security accreditations and a full spectrum of controls that are expected by government agencies.

We built integration points into Grants Manager Plus for your financial management system.  The template is extensible which allows you to add in your own custom fields, entities, reports, dashboards, queries and business workflows.

The data model covers block grants and individual grants 

This graphical depiction of the logical flow of Grants Manager Plus shows two types of grants:  one on the left and one on the right.  On the right is a simplified track which allows you to monitor direct grants from the grantor to individual applications.  On the left side of the graph we see a more complex data model for Block Grants which includes sub-recipients. That means that the grant is awarded to a sub-recipient who then in turn issues grants to agencies or individuals who perform activities under the contract established by that sub-recipient application.  

Payment request are submitted via the portal
For both types of grants we offer the option to monitor budget milestones, key performance metrics, payment requests, and invoices.  

The system issues reminders to grantees to provide the requisite reporting under their grant program, along with over 300 pre-built workflows.  The Grants Manager Plus data model allows you to set up business rules that are appropriate for each grant program yet maintain a single consolidated view of all your grants.   You can set up projects that span multiple grants and each grant program can have multiple payment sources. Grand Review and scoring can be simple or complex depending on your business requirements.  The questionnaires that are used by grant applicants and also for scoring grant applications are configurable.  

For more information on Grants Manager Plus, see my blog posts including these:

5 Ways to Ensure Compliance with Your Grant Management System
6 Things to Look for in Grant Management Software
Estimating the Cost of a Microsoft Grants Manager Plus Implementation
Extending Grants Manager Plus
Flexible Grant Management Software: Long Term Considerations
Grant Management for Community Development Block Grants (CDBG)
Grant Management Portal: What to Include
Grant Management with FedRAMP Certification: Microsoft Dynamics 365
Grants Manager Plus: Theme and Variations
InfoStrat Grants Manager Plus Review on FinanceOnline
InfoStrat Releases New Version of Grants Manager Plus
InfoStrat Releases New Videos on Grants Manager Plus
Microsoft Grants Manager Plus
Microsoft Grants Manager Plus Frequently Asked Questions (FAQ)
Online Resources for Microsoft Grants Manager Plus
Portal Options for Microsoft Grants Manager
Statewide Grant Management Systems
The DATA Act Driving Grant Management Automation
The Story of InfoStrat and Grant Management
Usage Scenarios for Microsoft Grants Manager
User Stories for Grants Manager Plus
Understanding Budget, Payments and Milestones in Grants Manager Plus
Understanding Grant Management Data: CDBG-DR Programs

Understanding Programs in Grants Manager Plus


Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Key Concepts for Microsoft Dynamics 365: Entities and Attributes

To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.

Entities are the most fundamental part of Dynamics 365 in terms of storing your business data.  They are similar in concept to database tables, and the relate to one another like tables in a relational database. For instance, Dynamics 365 has an entity called Contacts that stores data such as name, address, and email address of people that you track.   Accounts is a related entity that describes the organizations to which Contacts may belong.

Although they are similar to database tables, Dynamics entities allow you to do some customizations that are not possible in a standard database table.  Field labels, for instance, are part of an entity, and they may differ from …

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…