Empowering the team to manage grants and expenses, with granular permissions and data validation

The Client

The Challenge

• Grant and Expense Management (GEM) fall under one person.
• GEM done in Excel, couldn't be done by others:
• Too easy to mess up the data
• Missing granular user permissions

The Solution

• Switch from Excel to Airtable.
• Create ad GEM app on Softr with specific permissions for each user.
• Financial Tracker and Project Management System in a single custom app accessible online.

The Results

• Easier to predict future budget in multiple currencies, Streamlined reporting on fund payments.