Template Configuration

Enquire offer program managers simple to user tools all in a modern and engaging interface that helps them design and configure templates for a wide variety of purposes.

Create templates for grant applications, program briefs, workflows, reporting and contracts, clone and reuse on new programs, and update or change when circumstances require without impacting existing programs.

With Enquire template configuration is more than design. Configuration options include the ability to apply business rules, connect workflows, define data requirements, and apply validations. Self-population and data verification from 3^rd party services can be incorporated from configuration, without any need to code.

Design templates for any interactions, from applications to performance reporting
Align data, validations and business rules or processes
Create once, clone, reuse, update and edit as needed without any coding

Configuring templates drives consistency and quality across program business processes. Administrative time and effort is reduced and ad hoc processes are eliminated.

Key features

Enquire makes managing funded projects and impact reporting easy with a wide range of ready to use no-code features that streamline administration, improve program visibility and automate reporting management.

Business Process Management

Budget and Finance

Template and Data Configuration

Contacts and Clients

Performance and Reporting

User and System Management

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The Enquire difference

End to end lifecycle management

Enquire connects the dots throughout your lifecycle management with purpose-built processes to keep your programs running smoothly – from application, to assessment, to acquittal. With a powerful e-form builder to collect the information you need and business process workflows to speed up processes such as project reviews, document management and client reporting, Enquire makes end-to-end project delivery a breeze.

Configurable and scalable

Enquire is adaptable and configurable to changing business processes and battle-tested to get your programs off the ground fast, scaling up and down based upon your organisational requirements. Configure templated notifications, workflows and automations to streamline your programs and maximise their efficiency – reducing the time, money and effort of developing project assets.

User-centric cloud solution

Enquire’s cloud based no-code design and simple interface account for a range of end users – from program managers to non-profit staff and applicants. With access split between an internal management portal and external client portal, intuitive navigation is baked into every function and Enquire’s forward facing design supports all users as they complete their applications, reports and assessments.

Outstanding reporting capabilities

Take complete control of the narrative around your organisation’s impact with configurable and targeted reporting indicators. Enquire was purpose-built to effectively communicate how funding is spent in government and for-purpose programs – going beyond the dollars by linking costs to tangible outcomes that our users define. We enable organisations to tell compelling stories about the good they do, helping them secure future funding to expand their impact and deliver greater community outcomes.

Enhanced collaboration

Understanding the relationship between funding organisations and their applicants, Enquire supports all users to get more done together. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Roles-based permissions and auto-reconciling information increases auditability and data accuracy.

Best practice standards

Enquire practices a collaborative and involved working relationship with our clients, resulting in 15+ years of client feedback-based and industry best practice development. We simplify all of the complex client-facing processes that create bottlenecks throughout the project lifecycle, rather than applying patchwork updates to individual processes like most overspecialised prosumer vendors.

Do more with integrations

Enquire is adaptive and ready to use with your existing systems, including Microsoft Office and other tools. With financial management and additional integrations, a natively responsive design ensures users can access all their information they need across mobile, tablet and desktop from their web browser.

Full support and training

Training comes customised to your organisation’s needs either in-house or web-based. You can request training as part of the Enquire program implementation or on an as-needed basis. Support is available 24/7 through the Tactiv Client Support services help desk. Software upgrades are included with standard support.

Template Configuration

Create templates to standardize program interactions, ensure consistency and quality, and eliminate differences in process management.

Workflow Management

Case Administration

Document Generation

Document Management

Task Management and Scheduling

Lifecycle Management

Change Audit Log

Financial Services

Funding Sources and Allocations

Financial Forecasting

Budgeting

Payments, Refunds and Journals

Foreign Exchange

Investment Prioritisation and Assessment

Variations Management

Authoring and Publishing