The new module structures and simplifies the implementation phase of funding projects. It creates a clear basis for planning, tracking and documentation. At the same time, it supports funding organizations and implementation partners with central tools for coordination and collaboration.
Application management does not end with approval – on the contrary: especially in the case of multi-year or multi-stage funding, a crucial phase begins afterwards. Implementation is accompanied by the funder, project progress must be documented in a comprehensible manner, milestones monitored, payments made and reports obtained. This is precisely where the new Reporting & Monitoring module on Spheriq comes in, which has been available since the last “Spheriq Rise” release.
Supporting funding projects throughout the entire process
The individual steps for monitoring, coordinating and reporting on funding projects are managed centrally in the new “Implementation” tab. The tab supplements the existing application and funding management with structured tools for monitoring and implementation. This not only provides good, up-to-date support for applications and decisions, but also for the implementation phase. The integrated tools replace external lists, e-mails or individual workarounds and bundle all implementation-relevant steps directly in the funding management system.
The central idea is therefore to accompany projects over their entire life cycle in a structured manner on one platform – from the first disbursement to the final report.
Control all implementation steps centrally
In the “Implementation” tab integrated in the detailed view of the application, the funding organization defines how a project is implemented and monitored.
Any number of elements of the following four types can be created:
- Agreement, including uploaded PDF and digital signature
- Milestones that make the key stages of a project visible
- To-dos that store specific tasks or due steps
- Reports documenting progress and results
Each element has a title, date and description and can be flexibly adapted as long as no action has yet been taken. This creates a clearly structured roadmap for project implementation.
Capture reports individually and efficiently
For reports, funding organizations can store an individual reporting form that is made available to the applicants. This form is defined for each application form and can be reused several times over the course of a project, for example for annual reports.
It is created using the same Form Builder as the application form, including individual questions and settings. In addition, funding organizations can provide applicants with specific instructions or orders via an instruction field.
Note: Individually configurable reporting forms are available from Partner Plus onwards.
Seamless cooperation in the funding network
The new reporting and monitoring tools are closely interlinked with the connected funding network . All recorded milestones, tasks, reports and agreements automatically appear there as separate, clearly labeled elements, including a reminder function.
Applicant organizations can complete and submit reports directly in the network. After submission, all parties involved are informed and the report is filed. Agreements can be digitally signed. Both a simple electronic signature (SES) and an advanced electronic signature (AES) are possible.
Simple electronic signature (SES)
An SES confirms that a person has consciously signed an agreement electronically – for example by clicking on a signature button. It is suitable for many funding processes where no formal identity check is required. The widely used DocuSign signature is usually an SES. SES is sufficient for most electronic applications.
Advanced electronic signature (AES)
The AES is more secure: The person signing has been clearly identified and the signature is clearly linked to this person. In Spheriq, an AES is automatically used when users are verified on the platform.
Qualified electronic signature (QES)
The QES is the legally strictest form of electronic signature. It is equivalent to a handwritten signature and requires a qualified identity check by a recognized trust service, which involves significantly more effort for users.
Less effort, more commitment
With the new Reporting & Monitoring functions, Spheriq supports application and funding management from start to finish: this eliminates all media disruptions and creates clearer processes and a shared understanding of goals, progress and obligations.
Funding organizations maintain an overview at all times, applicants know exactly what is expected and when, and both sides benefit from clearly structured, comprehensible processes.
