Foundation Coeur et Recherche - Optimy

The Coeur & Recherche Foundation was founded by the French Society of Cardiology, the foundation’s ambition is to bring together those in the cardiovascular field to carry out (with its partners) effective and competitive cardiovascular research.

The purpose of the Coeur & Recherche Foundation is to subsidize medical teams and French researchers in the cardiovascular field to support clinical research in cardiology in order for them to better treat cardiovascular disease in France.

The Coeur & Recherche Foundation aims to contribute to the development of research in the field of cardiovascular diseases and thus to participate actively in the improvement of public health.

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As a grant management software, Optimy helped the Coeur & Recherche Foundation optimise their grant-making facilities through the entire lifecycle of a project, from the application process to completion and reporting.

All the Coeur & Recherche Foundation’s requests are collected through a single entry point. All documents attached to each of their project’s are efficiently stored: CV, Administrative Manager agreement, project owner presentation, budget, etc.

All the projects the Coeur & Recherche Foundation receives can be followed on a single dashboard. Optimy’s solution allows this to be sorted by form, by status, per date etc.

The Coeur & Recherche Foundation’s key information is available on one page: project owner’s name, project’s theme, the number of participants, publication, the budget, etc.

A PDF of each project is generated with Optimy’s tool and is sent to the Scientific committee at the Coeur & Recherche Foundation.

Projects are assessed by scientific experts at Coeur & Recherche Foundation through an evaluation form. The assessment form is automatically attached to the project being assessed.

Optimy’s tools allow for systematic and personalised messages to be sent to the project owners at each step of the process for every project.

The Coeur & Recherche Foundation’s users can easily generate tailor-made and up-to-date reports with Optimy: number of incoming requests, no. of requests accepted, refused, etc. They managed to achieve €450,000 allocated to projects, saved up to 50% time in project management, and can now handle 4 projects every year.

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