Optimy vs. YourCause

Optimy is great if you get quotes from different channels and work on multiple projects since it helps you summarise and see individual quotes project-wise. I would definitely recommend it if you are overwhelmed and need more structure and speed with your grant management process.

Incentivized

It is a great solution for a company that is looking to have a one-stop shop for employee volunteering and giving. It integrates with VolunteerMatch and Workday which is very helpful as the former feeds community volunteer opportunities to our company portal, and the latter is how payroll deductions get processed

Incentivized

• Grant Management
• Project Management
• Quote Invitation
• Great UX

Incentivized

• "Automation" of the matching gift request process and gives employees the ability to "self-serve" by making the request directly when the make a financial gift.
• It also allows the employee to track their own giving so they know what they've used (or donated) and how much is still available for matching. It further allows
• employees to dictate the amount of the match request, regardless of what their actual donation might have been.
• Automated communication emails when employees sign up for events or change their participation status.
• Reporting - volunteer event participation data, charities supported, etc. Easy to get lots of data.

Incentivized

• Find/Search option needs to find more option rather than
• Ability to custom brand reports based on brands

Incentivized

• Creating engagement elements is not intuitive, I had to learn some coding and a lot of trial and error.
• Lots of functionality that my organization just doesn't use. I wish we could pay less because we are essentially only using volunteers.
• There are always updates with no warning and no explanation and support is not always there.

Incentivized

With such a long transition and history, it's difficult to transition to anything else.

Incentivized

It is easy to use but if there is an error or something is not working correctly, it does not tell you where the error is. The site will just simply not let you publish or move on and it can be very frustrating to try and find the problem, especially when it is something very minor.

Incentivized

So far we havent had too many issues with availability

Incentivized

We do have issues with having to reload pages when we are working on reports or engagement tiles. If we dont reload something the information that we have been working to input in to the site or the reports do not save. This can be frustrating when we are on time constraints

Incentivized

Our account manager has been great - she is quick, takes very detailed notes, and is proactively staying on top of issues and outstanding items. The support team answering the chat and email is also very fast and responsive. Some tickets that we have opened have taken a long time to be resolved; hence the 9 rating instead of a 10

Incentivized

It was a little challenging doing training on line i think in person may have been a little easier. we also did training before we had access to certain things so when the time came to use that training we had questions that came up that were not apart of the initial training.

Incentivized

We had a relatively smooth implementation with the exception of some SSO issues that should have been easy to resolve. The fact that they cannot clone their DEV/QAS environment into Production leaves it wide open for human error. The other surprise we had was in implementing payroll integration. They were not able to help with ADP integration, which we were led to believe.

Incentivized

It has worked for our large company fine.

Incentivized

• Improved speed
• Can accept more quotes
• Added competitiveness

Incentivized

• Our employees love the platform, for the most part. It takes our associates some time to launch the CSRconnect platform, and we can't determine if that is a firewall issue with SSO causing the delay in CSRconnect loading or a connection issue on the vendor's side.
• We need to spend more time in the reporting and Tableau features, but our account manager Alexandra Harland has really helped us pull reporting when needed, She has also been very good about recording trainings and sharing those trainings with us after so we can easily reference them.
• Payroll has been a constant issue between the vendor's team and our team; after a few months of trying different things because we were experiencing exceptions with every report, we finally just in October pulled a report with no exceptions.

Incentivized