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Training services to make you a Tactiv platform expert

Tactiv offers the training and support you need to manage your funding management platform and evolve with your needs.

Training approach

Tactiv’s modern interface makes it enjoyable and easy to use, configure options, manage teams and roles, all with ease through our Administration Portal.

Our clients typically benefit from a train-the-trainer approach, providing them with the skills and capability to easily and quickly configure the platform to meet changing requirements, all without any code or custom development.

Tactiv's training can be provided as part of project implementation or separately on an as-needed basis. Training can be customised to the needs of any organisation with a focus on the area(s) desired. On-site and video conference options are available. 

Contact Tactiv for more information on Training Services and Fees, and options for on-site or web-based services.

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Get the training to make configuring Tactiv fast and simple

Tactiv’s Customer Support teams deliver self-paced training focused on what you need for your organisation. Contact us to discuss training options.

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The Tactiv Difference

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End to end lifecycle management

Tactiv's software 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.
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Configurable and scalable

Tactiv's software 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.
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User-centric cloud solution

Tactiv’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 Tactiv’s forward-facing design supports all users as they complete their applications, reports and assessments.

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Outstanding reporting capabilities

Take complete control of the narrative around your organisation’s impact with configurable and targeted reporting indicators. Tactiv's software is purpose-built to effectively communicate how funding is spent in government and for-purpose programs – going beyond 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.
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Enhanced collaboration

By understanding the relationship between funding organisations and their applicants, Tactiv helps users get more done together. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Role-based permissions and auto-reconciling information increase auditability and data accuracy.
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Best practice standards

Tactiv maintains a collaborative, engaged working relationship with our clients, resulting in 20+ years of client feedback-driven 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.
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Do more with integrations

Tactiv's software 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.
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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 Tactiv 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. 
Resources

Funds Management and Impact Reporting Resources

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The CRM and ERP Trap: Why They Break Under Funding Management (+ The Better Solution)
Featured, Funds Management, CRM, Project Portfolio Management

The CRM and ERP Trap: Why They Break Under Funding Management (+ The Better Solution)

One system to run your entire organisation? Less software. Fewer silos. A single source of truth that ties every function within y...

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How Digital Transformation is Changing Project Portfolio Management
Funds Management, Digital Transformation, Project Portfolio Management

How Digital Transformation is Changing Project Portfolio Management

Across Australia and New Zealand, organisations managing funds and projects —from government grants to community investment progra...

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How to Ensure Compliance in Grant Management
Funds Management, Grant Management

How to Ensure Compliance in Grant Management

Ensuring Compliance in Grant Management: A Critical Challenge For grant managers, project leads, and administration teams across g...

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Unveiling the Power of Enquire Reporting Warehouse
Impact Reporting, Funds Management, Grant Reporting

Unveiling the Power of Enquire Reporting Warehouse

With a focus on continuously wanting to optimise and maximise the impact of programs in the ever-evolving landscape of grant and p...

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