Grant Management Solutions from IT Works

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Grant Management: Solutions for Your World

description

The nation’s top educational, research and healthcare institutions rely on IT Works Grant Accounting, Financial, and Personnel Management solutions. They benefit from the solutions' simplicity, power and affordability. The software is built from the ground up, offering total flexibility and full integration to meet your institution’s needs. Learn about Grant Tracking, Grant Accounting, Effort Certification, and Recharge Center Management that operate independently or together as an integrated system.

Transcript of Grant Management Solutions from IT Works

Page 1: Grant Management Solutions from IT Works

Grant Management: Solutions for Your World

Page 2: Grant Management Solutions from IT Works

Who are we?

A full service technology company with 27 years of expertise in grant and research administration

Software solutions for: Grant Tracking Grant Accounting with HR Management Re-Charge Center Management Effort Certification

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Who are our clients?

Departments, Centers, & Schools within the top 150 research funded universities

Central offices of Sponsored Research Administration within institutions such as: Colleges Smaller Universities (including PUIs) Independent Research Institutes Research Hospitals

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Solutions

Configurable with multiple implementation options

Scalable to support growth Modular Standard and Enterprise versions

285+ installations over the past 27 years

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Grant Tracking

Grant Accounting with HR Management

Effort Certification & Reporting

Space & Asset Management

Re-Charge Center Management

Solution Modules

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Grant Tracking

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Grant Tracking Benefits

Access to Essential Information for Pre & Post Award

Accurate Pipeline Management & Reporting

Committed Effort

Reporting Requirements & Due Dates

Document Management & Storage

Compliance Tracking

Sub-Contract Monitoring

Objective Tracking

Publication Management

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Grant Tracking Report Formats

Table Formats

Table Sorted by Key Personnel Success Rate by Key Personnel

Other Support / Current & Pending Support

Annual Report

Employees Supported by Grant Funds

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Grant Tracking Screen

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Grant Accounting with

HR Management

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Grant Accounting Benefits

Improved Reporting

Supplements General Ledger / ERP System

Projection & Commitment of HR Costs

Cost Accounting for Tracking Special Commitments

On-line Banking Style Interface for Project Managers & Lead Investigators

Support for Multiple Corporate Entities

Multiple Implementation Methods

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Transaction Records with

Institution’s Account Structure

User-Defined Codes

Revenue

Expenditures

Encumbrances of

Projected HR Costs

Attached Documents

Grant Accounting & ERP Integration

ERP Payroll ERP GL

Project Attributes & Budgets

Salary Distributions for Projecting & Encumbering

Salary & Benefit Costs

Project Manager & Lead Investigator Reporting Portal

Reconciliation

Invoicing

Cost Accounting

Custom Coding Systems

Security Controls

Administrator Interface

Advanced Reporting for Senior Management

Grant Accounting

Grant Tracking

HR Module

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Grant Accounting Screen

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Grant Accounting Report Formats

Financial Management Reports

Monthly Burn Rate for a Single Grant All Funds Financial Summary

HR Management Reports

Projections to Actual Payroll Comparisons Salary Coverage by Month

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Effort Certification & Reporting

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Effort Certification Benefits

Meets Federal Reporting Requirements

Provides Reporting for Institution-wide Decision Making

Increases Faculty & Staff Participation

Comparisons of:

Percentage Paid Percentage of Actual Effort Percentage of Committed Effort Percentage of Cost Shared, Matched, or Leveraged Effort

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Effort Certification Features

100% Web Enabled & Easy to Use

Configurable to Your Institution’s Policy

Supports Multiple Implementation Methods

Review Effort by Employee or Project

Multi-level Workflow, Approval & Certification

E-mail Alerts Prompt User Participation

Powerful Reporting System

Interfaces to Existing Systems

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Effort Certification Data Flow

ERP Payroll

ERP Timesheets ERP Salary Distributions

IT Works Effort Administrator

Apply Cost Share Adjustments & Retroactive Salary Changes

Compare to Committed Time

Certified Effort Reports

General Ledger

Original Payroll Records

Journal Entry Adjustments to Payroll from IT Works

Effort Administrator

Original Payroll Records

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Cost Sharing Integration

$ Originally Paid on Grant 1;Move to Hard Money

$ Originally Paid on Hard Money;Split & Link to Grant 1

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Effort Certification Screen

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Effort Certification Statement

Login

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Solutions Include

Software including: Modules Interfaces to ERP systems Custom functionality & reporting if necessary

Implementation services including: Installation

Project management

Training (via webinar or on-site)

Maintenance & support including: Help Desk & Technical Support

Software Upgrades

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www.itworks-inc.com

919.232.5332

All sample reports used in this presentation maybe found at www.itworks-inc.com