Case Study: Merck Family Foundation streamlines grants management with Optimy

How the Merck Family Foundation managed its digital transformation in grants management

Merck Family Foundation, a philanthropic organization focused on education, healthcare, and community development, faced a heavy manual workload in grants management. Its small team handled more than 100 applications per year using multiple lists and spreadsheets, which made data handling time-consuming and error-prone. The foundation also needed better transparency for tracking and reporting impact.

Merck Family Foundation implemented Optimy in 2020 to centralize project data and automate application handling, data entry, and reporting. The platform also supported tracking and measuring project outcomes against predefined indicators. According to the foundation, Optimy reduced administrative burden, improved real-time access to data, and made continuity easier during personnel changes.

Merck Family Foundation

Elisabeth Schmiedel

Grant Manager