Fondation Valery digitizes its grant processes with Efalia Process

The Valery Foundation automates its grant processes with Efalia Process

The Valery Foundation was facing complex manual management of its grant applications with time-consuming processes in Excel and exchanges that were difficult to follow. Efalia Process made it possible to completely digitize the process of applying, analyzing and monitoring grants, from the initial application to the payment and monitoring of funded projects.

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Challenge

The Valery Foundation manually managed hundreds of grant applications with processes that were not very optimized and secure.

• Manual management of files in Excel is time-consuming and error-prone

• Difficulties in monitoring and exchanging between applicants and decision committees

• Lack of traceability in validation and voting processes

• Lack of a transversal vision of all ongoing projects

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Solution

Efalia deployed its Business Process Management solution for Fully automate the grant application lifecycle

Efalia Process

• Graphic modeling grant workflows

• Multilingual web integration for requests

• V systemConfidential electronic note

• Automatic generation of documents and agreements

• Dashboards transversal follow-up

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Results

Complete digitized process

• Web request: Integrated multi-language form at the site with supporting documents

• Administration: Consultation and validation of files by authorized members

• Validation workflow: Automatic validation circuit by the director

• Electronic voting: Ballots generated automatically for confidential voting

• Documentary generation: Financing agreements created automatically

• Project monitoring: Automatic alerts and reminders, annual reports

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Return on investment

• Time saving: Elimination of time-consuming administrative tasks

• Reliability: Complete traceability and process security

• Cross-cutting vision: Global project monitoring dashboards

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