Optimy

Vorteile

Die Nutzungsform ist sehr gut sowie die Einbindung in unsere IT-Landschaft war einfach.

Nachteile

Das Tool ist vielleicht zu vielschichtig bei der eigenen Gestaltung der Formulare. Hier bedarf es einiges an Kenntnisse im Umgang mit dem Tool.

Vorteile

Optimy ist einfach zu bedienen und übersichtlich

Nachteile

Einzelne Optionen in Optimy sind nicht intuitiv

Vorteile

Wir haben einen Weg gefunden, alle Anfragen über einen Eingang zu kanalisieren. Zudem konnten wir interne Vorgaben mit Hilfe des Tools umsetzen. Weiterhin sind Kontaktdaten (Adressen, E-Mail, Telefon) nun in vernünftiger Qualität hinterlegt.

Das erspart unnötige Recherche via Internet. Listen für die einzelnen Unternehmensbereiche stehen schnell und einfach per Klick (mit entsprechender Vorlagefunktion) zur Verfügung.

Durch die Digitalisierung vieler Prozesse entfallen Portokosen für Briefe, Ausdrucke gehören der Vergangenheit an. Der Arbeitsaufwand (Antrag - Antwort - Zahlungsprozess) hat sich sowohl zeitlich als auch bei materiell verringert.

Nachteile

Da wir noch nicht alle Funktionen nutzen, kann diese Frage (noch) nicht beantwortet werden. Problem für die Implementierung war die Umsetzung der DSGVO.

Vorteile

This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!)

The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.

Nachteile

Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround.

However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later.

Vorteile

Being able to make personal edits to the software is a huge improvement in our efficiency.

Nachteile

There are some automated features that were available in our previous solution which are not available in the Optimy tool.

Vorteile

pro: easy to use, nice UX, reactivity support

Nachteile

"cons": not flexible enough => still need manual workload

Vorteile

The professionalism, kindness
Very well built tool

Nachteile

the 20% of the development price which must be paid every year

Vorteile

Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.

Nachteile

The filters and functions for exporting projects can be a little unclear.

Vorteile

Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.

Nachteile

Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.

Vorteile

We appreciate the continuous support and improvement concerns from all Optimy teams, from the 1st contact with the salesperson to the technical teams.
It's been a 2 years regular conversation on the tool and how to make it more user friendly for the 1st time users and more impacttful for the reporting.

Nachteile

I have no negative comment on Optimy (teams or tool)

Vorteile

The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption.

Nachteile

N/A

Vorteile

Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you!

Nachteile

Some aspects were less customisable than we had hoped for the plan level we had.

Vorteile

The helpdesk service (very good support of [sensitive content hidden])

Nachteile

Need to parameter many things when we do a development

Vorteile

La simplicité de la mise en place, la clarté des menus et du du tableau de bord, la rapidité, la possibilité d'envoyer des mails automatiques, le centre d'aide, la réactivité des services

Nachteile

L'exportation des projets est parfois lente

Vorteile

Mi è piaciuto come strumento di gestione dei progetti e di classificazione delle informazioni

Nachteile

Non è di semplice utilizzo, in quanto le modifiche per personalizzare le funzionalità non sono facili da effettuare. Spesso inoltre ci sono errori nell'interfaccia dell'utente che fa application

Vorteile

Le dashboard et les statuts personnalisables : cela permet d'avoir à la fois une vision globale et une vision précise de l'avancement des dossiers
Les possibilités infinies offertes par la personnalisation des formulaires
La gestion en API pour transfert des données vers un logiciel externe

Nachteile

Le système de gestion des "organisations" qui est encore à revoir
Les exports de données qui restent à être améliorer
L'implémentation d'une photothèque ou l'intégration avec une solution existante

Vorteile

La souplesse de l'outil qui peut s'adapter à nos besoins sans avoir à faire appel aux services d'Optimy

Nachteile

L'ouverture des documents téléchargés qui est devenue plus laborieuses et occasionne plus de clicks et donc plus de travail

Vorteile

- easy to use
- replaces manual management of volunteer registration
- reporting functionality
- good user experience

Nachteile

- I'm still learning how to use the tool but so far, it's met my expectations

Vorteile

The software is easy to understand and user-friendly. The initial setup of a form is possible without further IT knowledge and the support is always helpful.

Nachteile

Some features that we would have liked are currently not possible to implement.

Vorteile

Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc.

Nachteile

I have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- [sensitive content hidden] is the best; hands down! :)

Vorteile

La semplicità per la gestione dei progetti e per la reportistica

Nachteile

non facile personalizzazione e modifica; spesso errori nell'interfaccia dell'utente (es. caricare più file per sbloccare passaggio successivo)

Vorteile

Un outil au rapport qualité / prix tout à fait correct. Une antériorité qui permet de répondre aux principaux besoins des fondations.
Nombreuses fonctionnalités.
Une relations commerciale et clientèle très à l'écoute et très précieuse dans la durée.
Près de 8 ans de fidélité en ce qui me concerne (sur 2 structures différentes)

Nachteile

Besoin de renforcer la technique :
- une réponse serveur trop lente (export des données, consultation en masse via listes)
- un délai de mise en œuvre technique parfois lente dans la résolution des bugs indépendamment du service client
- une nouvelle interface moins intuitive.

Pas mal d'options payantes qui peuvent alourdir la facture.
Une anticipation des besoins qui pourraient être plus rapide.

Vorteile

I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization.

Nachteile

The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features.

Vorteile

You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet.
Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously.
Gives you also the Opportunity to find "Who dit What" in any of your file

Nachteile

Some changes are set up without correct information of the client.
One day you discover a tool different of what it was the day before.

Not very intuitive.

Vorteile

The software is easy to use for both administrators and end users. It was quick to get started. Today the system works well.

Nachteile

It should be possible to work with several people on a project (edit fields simultaneously). A notification e-mail could be sent when projects are submitted. Evaluators are not considered as "project submitter" (a similar status should exist in the system).

Vorteile

Un back-office et un front-office faciles d'utilisation, tant pour les administrateurs que les utilisateurs.
Facilité pour retrouver les diverses informations.
Un service clients disponible et très professionnel.

Nachteile

Non applicable. Les solutions utilisées conviennent parfaitement et répondent à nos besoins.

Vorteile

Its modular, you will only pay for what you need and give the companies of all size many possibilities to increase efficiency on internal process and transperancy for the public.

Nachteile

It will demand internal dedication for the company to rearrange process to better use all the software possibilities, but is a change for better transparency

Vorteile

Optimy is the most complete tool to manager sponsorship proposals. Optimy is flexible and can be used by every kind of company.

Nachteile

I dont have nothing to say. Optimy is the best soluction for manager sponsorship proposals.

Vorteile

Simple à utiliser une fois paramétré. L'équipe Optimy est toujours très disponible, il suit le client pas à pas afin d'expliquer toute sorte de manipulation.

Nachteile

Certains paramétrages ne sont pas tout à fait intuitifs.

Vorteile

The system is very user friendly and has helped us to streamline our grant management processes.

Nachteile

We liked it all and have not experienced any problems.

Vorteile

La fonction tableau de bord qui permet en un clin d'œil de voir la situation à l'instant T.
La possibilité de faire des réponses communes à plusieurs dossiers

Nachteile

Bien que la nouvelle version soit, à mon avis, plus conviviale et ergonomique, pour la configuration des mails de réponse, je ne trouve pas cela très explicite, mais peut-être est-ce moi le problème !

Vorteile

BONNE ERGONOMIE BONNE LISIBILITE BON LOGICIEL

Nachteile

LENTEUR DES MOTEURS DE RECHERCHE PAS DE NUMERO DE DOSSIER DANS LA MA

Vorteile

Optimy is easy to use and categorises the projects simply, this makes negativing through the program very time efficient

Nachteile

A feature I'd like to see would be being able to use our own company branding, especially for the reporting aspects.

Vorteile

The Optimy Solution is an excellent tool to centralise all of our projects and to have a global view on all the sponsoring activities across the world which make global reporting quicker and easier!

Vorteile

Il prodotto è semplice da usare ed è facile poter accedere ai dati necessari. E' comodo che alcune cose possano essere gestite direttamente all'interno dell'azienda

Nachteile

La ricerca dei dati/progetti attraverso la funzione "cerca/trova" non sempre è possibile.

Vorteile

What I liked most about the software was it's adaptability - making a bespoke tool possible for Aon. The team at Optimy were also always accessible and helpful and kept to deadlines and budgets.

Nachteile

The reporting functions could be better and despite regular use I still find parts of the software less than completely 'intuitive'.