Case Study: Swiss Re Foundation achieves complete grant and KPI oversight with Optimy

Swiss Re Foundation tracks CHF 6.95M in grants with Optimy

The Swiss Re Foundation, a corporate foundation focused on sustainable development, faced a challenge in managing its grant lifecycle. They lacked a complete overview of their funds and KPIs and had no single tool to manage contracts, progress reports, and invoices. The team needed a flexible, self-managed solution from a vendor like Optimy to handle their growing calls for proposals programme independently without IT support.

Optimy provided an all-in-one platform for end-to-end grant management and KPI tracking. This solution gave the Swiss Re Foundation complete financial oversight, eliminating all guesswork by providing real-time visibility into their annual budget allocation and fund flows. The team now operates independently with the ability to track their commitments, which included CHF 6.95 million across projects and 1,769 volunteers engaged in a single year.

Swiss Re Foundation