Highmark Partners With Versaic to Streamline Grants and Sponsorships

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The fourth-largest Blue Cross Blue Shield affiliate in the U.S., Highmark Inc. and its affiliates serve more than five million members across three states. The company has a decades-long commitment to supporting the communities where it does business, with an emphasis on improving the health and quality of life of the people it serves. Aligning with this mission, the corporate giving department of Highmark Inc., as well as the Highmark Foundation, identifies, vets and funds programs in key focus areas including chronic disease, family health and the development of healthy communities. Situation Across the entire enterprise, Highmark receives an average of 100 requests for grants and community sponsorships every week. When it comes to engaging with the community, Highmark is committed to a personal touch. Every proposal or request gets reviewed by a member of the team. Highmark needed a system that could support both the corporate giving and Foundation teams and provide overall visibility, management and reporting. At the same time, Highmark knew the system needed to give each team the flexibility to handle their programs and processes in precisely the way that works for them. To keep up with the volume of requests, Highmark needed to streamline its processes without losing that all- important personal touch. Solution Versaic worked side by side with the Highmark teams to configure their ideal system, putting a solution in place that meets the specific needs of each group, while providing corporate giving and Foundation executives with deeper insights across all of their giving programs. The fully-supported Versaic system was launched on time and on budget with no compromises. Highmark Partners With Versaic to Streamline Grants and Sponsorships CASE STUDY www.versaic.com SOLUTION SUMMARY Features Fully configured system tracks, manages and reports on all giving activity and touchpoints with grantees and community partners. Branded website gives requestors a single site to submit proposals. Mission and criteria for support are clearly communicated. Customized questionnaires facilitate the process of routing requests to the right region and group for assessment and follow up. Flexible, custom tools enable Highmark to easily report on any data, in any format, at any time. Event module tracks and manages all commitments, ensuring maximum branding and awareness opportunity for Highmark at community events. Visibility across the entire system allows corporate giving and Foundation teams to easily collaborate and understand a requestor’s full proposal history. Benefits Elimination of manual systems and data entry means increased efficiency and accuracy. Relationships with grantees and community partners are enhanced. Team is armed with important information and able to make better decisions. Executives are prepared with historical data on partner relationships. Dedicated Versaic Client Success Manager ensures all Highmark users and requestors are fully supported and the system is updated as needs evolve. “The Versaic team didn’t just implement a system for us. They were with us every step of the way, and are still there to ensure that our online platform continues to function as designed. They listen, collaborate and are true partners throughout the process.” Mary Papale, Director of Community Affairs, Highmark This case study is for informational purposes only. 650-212-7424

Transcript of Highmark Partners With Versaic to Streamline Grants and Sponsorships

Page 1: Highmark Partners With Versaic to Streamline Grants and Sponsorships

The fourth-largest Blue Cross Blue Shield affiliate in the U.S., Highmark Inc. and its affiliates serve more than five million members across three states. The company has a decades-long commitment to supporting the communities where it does business, with an emphasis on improving the health and quality of life of the people it serves. Aligning with this mission, the corporate giving department of Highmark Inc., as well as the Highmark Foundation, identifies, vets and funds programs in key focus areas including chronic disease, family health and the development of healthy communities.

Situation Across the entire enterprise, Highmark receives an average of 100 requests for grants and community sponsorships every week. When it comes to engaging with the community, Highmark is committed to a personal touch. Every proposal or request gets reviewed by a member of the team. Highmark needed a system that could support both the corporate giving and Foundation teams and provide overall visibility, management and reporting. At the same time, Highmark knew the system needed to give each team the flexibility to handle their programs and processes in precisely the way that works for them. To keep up with the volume of requests, Highmark needed to streamline its processes without losing that all-important personal touch.

Solution Versaic worked side by side with the Highmark teams to configure their ideal system, putting a solution in place that meets the specific needs of each group, while providing corporate giving and Foundation executives with deeper insights across all of their giving programs. The fully-supported Versaic system was launched on time and on budget with no compromises.

Highmark Partners With Versaic to Streamline Grants and Sponsorships

CASE STUDY www.versaic.com

SOLUTION SUMMARY

Features • Fully configured system tracks,

manages and reports on all giving activity and touchpoints with grantees and community partners.

• Branded website gives requestors a single site to submit proposals. Mission and criteria for support are clearly communicated.

• Customized questionnaires facilitate the process of routing requests to the right region and group for assessment and follow up.

• Flexible, custom tools enable Highmark to easily report on any data, in any format, at any time.

• Event module tracks and manages all commitments, ensuring maximum branding and awareness opportunity for Highmark at community events.

• Visibility across the entire system allows corporate giving and Foundation teams to easily collaborate and understand a requestor’s full proposal history.

Benefits • Elimination of manual systems and

data entry means increased efficiency and accuracy.

• Relationships with grantees and community partners are enhanced.

• Team is armed with important information and able to make better decisions.

• Executives are prepared with historical data on partner relationships.

• Dedicated Versaic Client Success Manager ensures all Highmark users and requestors are fully supported and the system is updated as needs evolve.

“The Versaic team didn’t just implement a system for us. They were with us every step of the way, and are still there to ensure that our online platform continues to function as designed. They listen, collaborate and are true partners throughout the process.”

Mary Papale, Director of Community Affairs, Highmark

This case study is for informational purposes only.

650-212-7424