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Beyond Features: How Process Scope Shapes a Successful GMS Tender

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When grantmaking organisations begin looking for a new Grant Management System (GMS), the starting point is often a long list of functional requirements. Features matter, of course – from online applications to reviewer portals and reporting dashboards. But experience shows that it’s the process scope – the way applications are received, reviewed, approved, paid, and monitored – that often determines whether a system succeeds.

Over the past 30 years, we’ve worked with funders across research, culture, health, and the public sector. A consistent challenge we see is that tenders and RFPs tend to under-specify areas such as workflows, volumes, integrations, compliance, and future growth. This can lead to unclear expectations during procurement or gaps in delivery once a system is in place

To help address this, we’ve created a free Implementation Scope Questionnaire. It’s designed as a practical tool that any grantmaker can use to:

  • Map current and future processes in more detail.
  • Clarify volumes, workflows, and resourcing needs.
  • Anticipate configuration, governance, and adoption issues.
  • Write clearer, more complete tender documents.

The questionnaire covers core areas such as application workflows, review processes, monitoring and evaluation, claims and payments, reporting, accessibility, compliance, and even AI readiness. It goes beyond a “feature tick list” to prompt deeper thinking about how your organisation works today, and how you want it to evolve.

Whether or not you are planning to issue a tender, this resource can help you better understand your needs and have more productive conversations with potential partners.

Download the free GMS Implementation Scope

By including process scope alongside functional requirements, grantmakers can ensure their tenders set the stage for stronger partnerships, smoother implementations, and systems that genuinely support their mission.

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