Case Study: Merck Family Foundation modernizes grants management with Optimy

Merck Family Foundation manages 100+ grant applications a year with Optimy

The Merck Family Foundation, a philanthropic organization, faced the challenge of manually managing over 100 grant applications per year with just a two-person team. This process, reliant on spreadsheets and email, was time-consuming, error-prone, and lacked a transparent system for tracking impact. To modernize its operations without adding headcount, the foundation turned to the Optimy platform for application automation and impact reporting.

Optimy provided a centralized, automated solution that streamlined the foundation's grant intake and review workflows. By implementing Optimy, the team eliminated repetitive manual tasks and gained full transparency into every funded project. The results were significant: the small team now manages all applications efficiently, maintains continuity through personnel changes, and has shifted its focus entirely to building partner relationships and strategic impact evaluation.

Merck Family Foundation