Grants Management Case Study

The Challenge

The federal customer had a need to evaluate potential grantee projects in order to support innovation within a large and complex geographically dispersed organization. The team needed a solution that would not only enable the intake of these innovation grants but also a mechanism to assign the completed grant application and associated project files and evaluate them prior to award.

The Solution

Our team worked with customer to establish a standard data set for supporting the grants process include funding at multiple levels with multiple different requirement sets. Once complete we developed a user friendly application interface using ExAM to help support the movement of the grantee through the grants process. Once the submission period was complete the team used ExAM workflow management tools and Salesforce configuration to move the application through an evaluation process that was also built in an ExAM evaluation form. Once complete the funded projects were moved into the project management solution for ongoing management also in Salesforce.

ExAM to Salesforce to Wave Analytics

Real Understanding in Real Time


Day Turnaround

Application Types

Amazing Result

Driving Executive Decision Making


Light Grants Management

ExAM helps you assess and evaluate things (hence the A for Assessment in ExAM) and in this case makes it easy to build an application form and another to review it as well as the support the business logic to get it from the applicant to the reviewer. Salesforce and ExAM came together to build a light grants management solution in less than 100 days. Now in its third year and with a few more refinements ExAM continues to support this grants management business line.

Easy to Use

ExAM lets you focus on the questions you want and makes it easy to create a user friendly interface for collecting and processing data. The easiest way to make your grants process hard for your team it to make it hard for the applicant. ExAM makes it easy for applicants to focus on their application not the technology.

Supporting the Whole Business Process

The Salesforce platform is has outstanding workflow and business process automation tools. ExAM takes advantage of all of this native capability and provides its own configuration capabilities to help you easily transform your forms management or grants management process. ExAM has its own Reviewer Assignment pages available and can help you support the entire grants management process.

Learn How We Did It

From idea to customer in six weeks. Our team and their team became one team fast. ExAM makes it so you don’t have to work about the technology. We were able to focus on the answers we needed, the questions we needed to get those answers and the analytics we needed to make that information actionable.