Transcript
Page 1: Grant Management Solutions from IT Works

Grant Management: Solutions for Your World

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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


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