Process · Finance & contracts

Review applications fairly. Implement decisions properly.

Foundations, funds, municipalities and associations constantly receive applications for support. easydoo manages each application from submission through review and the committee decision to payout and the final report — transparent for both the office and the committee.

The situation

Where things get stuck today

  • Applications in many forms

    Applications arrive by post, email or form, with varying documents — and are often incomplete.

  • Time-consuming meeting preparation

    For the committee meeting, applications, assessments and budgets are compiled in documents.

  • Conditions without control

    Whether instalments have been paid, conditions met and final reports submitted is not tracked systematically.

Process flow

From application to payout.

A clear process for the office, the committee and applicants.

  1. 1

    Application

    Applications are recorded or submitted via a form — with applicant, project, amount and documents.

  2. 2

    Review

    The office checks completeness and criteria and records its assessment.

  3. 3

    Decision

    The committee decides in a meeting or by circular resolution; the decision is communicated.

  4. 4

    Payout

    Payouts, conditions and reports are scheduled and tracked until the application is closed.

How easydoo helps

What easydoo brings to the table.

  • Application dossier

    Every application with applicant, project, budget, documents and correspondence in one place.

  • Review against criteria

    Your own fields for funding criteria and assessment — for fair, comparable decisions.

  • Committee involved

    Committee members see the applications, comment and vote — even between meetings.

  • Meetings & minutes

    Agenda built from the applications, resolutions in the minutes, follow-up tasks delegated directly.

  • Instalments & reports

    Payment instalments, conditions and reporting deadlines with reminders — through to completion.

  • Reports

    Contributions granted by area, year or region — for the annual report and strategy.

Example

What it looks like day to day

A cultural association applies via the web form for a contribution towards a festival. The office requests the missing budget, checks the criteria and puts the application on the agenda for the next board of trustees meeting. The board grants a contribution in two instalments. easydoo sends a reminder about the second instalment — as soon as the interim report has been received.

Your benefits

What changes.

  • Fair decisions

    Consistent criteria for all applications.

  • Efficient meetings

    Documents are prepared and complete.

  • Controlled payouts

    Instalments and conditions are tracked.

  • Proven impact

    Reports and figures for the annual report.

Getting started

Productive within a few weeks.

You do not start from scratch: the process is ready as a template and is tailored to your organisation together with you.

  1. Understand the process

    In a conversation, we clarify how the process runs today, who is involved and where it gets stuck.

  2. Adapt the template

    Fields, steps, responsibilities and deadlines are tailored to the way you work.

  3. Roll out and expand

    The team starts with the process — further processes are added when you are ready.

Not just a standard demo.

Your processes are the starting point.

We get to know your workflows and challenges. Then we show you concretely what your processes can look like in easydoo. A short conversation is all it takes to get started — free of charge and without obligation.

  1. 01

    First conversation

    We want to understand how your processes run today, what challenges exist and which systems you use.

  2. 02

    Preparation

    Based on your processes, we prepare concrete examples that show how easydoo can support you.

  3. 03

    Second conversation

    We show you what your processes can look like in easydoo and discuss the possibilities together.

Management summary

easydoo in 60 seconds

Reading time: approx. 1 minute

easydoo organises the daily work of an organisation on one platform. Office and industry solutions come in where specialisation truly adds value.

What easydoo connects

  • People
  • Processes
  • Information
  • Communication
  • Existing systems

One seamless digital workplace

The principle

Specialisation where it adds value

  • Microsoft 365
  • ERP & finance
  • Industry solutions

easydoo

The daily work of the whole organisation — on one platform.

  • Tasks
  • Processes
  • Communication
  • Documents
  • Appointments

What it brings

  1. 01 One place for work Everyone sees what is due, who is responsible and where things stand.
  2. 02 Fewer isolated tools End-to-end processes instead of switching between many tools.
  3. 03 What you have stays Office, ERP and specialist software are connected, not replaced.

Facts

  • Swiss made Developed and hosted in Switzerland
  • from CHF 250 per month for the workspace
  • Start small with one team or one process
  • AI works alongside following the same rules as your team
View pricing