Operational Challenges Grantmakers Can’t Afford to Ignore

Operational Challenges Grantmakers Can’t Afford to Ignore

 

Grantmakers today face a complex landscape of paperwork, technology, and stakeholder expectations. Many organizations rely on outdated, manual workflows—think spreadsheets, fillable PDFs, emails, and siloed web forms—to manage applications and reviews. Such inefficiencies consume staff time and strain limited budgets. Meanwhile, applicants struggle with clunky interfaces, lack of feedback, and hard-to-navigate processes​. Together, these issues hamper participation, slow decision-making, and risk the integrity of funding programs.

In a recent webinar titled “The Operational Challenges Grantmakers Can’t Ignore,” Kyle Fredrickson, CEO at Reviewr laid out the core pain points for grantmaking organizations and offered practical solutions. In this article, we distill those insights into a clear, step-by-step guide for streamlining your grant operations. We’ll outline the key challenges identified in the webinar, explain how they can undermine your mission, and present best practices—backed by Reviewr’s platform features—to help you turn grants administration into a competitive advantage.

 

Key Operational Challenges Impacting Grantmakers

Grantmakers often juggle numerous programs, deadlines, and data sources. The webinar highlights several core challenges that repeatedly trip up organizations:

  • Manual and Inefficient Processes: Many programs are managed with “manual workflows” that rely heavily on scattered spreadsheets, PDFs, emails, Word docs, and basic web forms. Staff must spend hours entering data by hand, merging files for reviewers, creating score sheets, and manually anonymizing sensitive information. Small teams can easily get overwhelmed by routine tasks like assigning reviewers, tracking volunteers, or compiling application packets. This inefficiency not only wastes time, but also raises the risk of errors and missed information.

  • Poor Applicant Experience and Accessibility: Outdated interfaces and inflexible forms discourage applicants. Many systems don’t allow saving progress, uploading multiple or large files, or filtering out ineligible applications. Applicants receive little feedback—no confirmation emails or alerts—so they’re left wondering if their submission was received. The result is a “high barrier” application process that drives down participation and leaves potential grantees frustrated.

  • Lack of Centralization and Integration: Without a unified platform, data and processes live in multiple places. Applications might come through Google Forms or email, reviews might happen in shared drives or spreadsheets, and reporting is cobbled together manually. There’s often no single portal for applicants, reviewers, and staff to see the full picture​. This fragmentation makes it difficult to coordinate programs at regional or national levels, manage multiple grant categories or stages, or simply know where an application stands. The lack of integration means staff waste time reconciling disparate systems instead of focusing on strategic work.

  • Review and Judging Challenges: The selection process can be a bottleneck. Assigning reviewers manually leads to uneven workloads and “review fatigue,” causing delays. It’s hard to ensure consistency when judges use different scoring standards or when personal biases creep in. Traditional processes often involve exporting entries to file shares or spreadsheets, which can be cumbersome​. Moreover, many systems lack features like anonymization or data redaction, making it difficult to conduct fair, blind reviews​. Non-technical reviewers may also struggle with clunky tools or unclear workflows, further slowing the process.

  • Reporting, Impact Tracking, and Data Management: After decisions are made, many organizations still struggle to measure outcomes. Generating timely, customized reports for committees or funders is often “difficult to impossible”. Without insights into reviewer performance, scoring trends, or long-term outcomes, organizations can’t evaluate program effectiveness. There’s often no way to track grantee follow-up or “grantee redemption” after awards. Disconnected data systems mean that important metrics (like demographics, milestones, or story-based impacts) aren’t captured consistently.

  • Security and Compliance Concerns: Finally, handling sensitive applicant data poses risks. When grant data lives in unsecured spreadsheets or email, there’s a chance of breaches or mishandling. Without robust role-based access controls or automated redaction, confidential information might be exposed. Manual review processes can also introduce inconsistencies in how sensitive data is treated, potentially exposing organizations to compliance issues.

Collectively, these challenges erode efficiency, fairness, and impact. Staff spend precious time on busywork instead of strategy. Applicants get frustrated or drop out. Programs risk inconsistent outcomes and delayed decisions. In short, the negative consequences include wasted resources, reduced trust among stakeholders, and ultimately less impact on the communities served. As the webinar makes clear, ignoring these operational hurdles can undermine a grantmaker’s mission as much as funding constraints or regulatory changes.

 

Modernizing Application Intake

The first step in addressing these challenges is modernizing how applications are collected and managed. Rather than relying on disconnected forms and emails, unified, user-friendly application portals should be implemented. These portals offer a single, intuitive interface for applicants to complete forms, upload materials, and track their progress.

A key feature of modern portals is profile-centric applications. Instead of requiring an applicant to re-enter the same information for each grant or scholarship, profile-centric systems allow applicants to create a personal profile that auto-populates their details across multiple submissions. This saves applicants time and reduces errors. Applicants can save their progress and return later, ensuring that busy individuals or those with spotty internet connections can complete applications without starting over.

Automation also plays a big role. Smart portals can perform automated eligibility checks and validation, immediately flagging missing information or unmet criteria. This early filtering helps eliminate ineligible or incomplete applications before they enter the review queue, reducing wasted effort. Personalization can further enhance the applicant experience: forms can dynamically adjust based on previous answers, showing relevant questions and hiding irrelevant ones.

Real-time features such as progress tracking and automated reminders keep applicants and staff informed. Applicants receive confirmation emails and status updates, boosting confidence and engagement. Many grantmakers report that making forms mobile-friendly and offering clear, step-by-step guidance significantly increases participation from diverse applicant pools. In short, a modern intake portal with built-in automation and user-centric design transforms the experience for everyone – applicants submit higher-quality entries, and staff avoid repetitive data-entry tasks.forward is clear. By implementing unified application portals, centralized data management, structured reviews, and automated reporting, grantmakers can streamline every step from intake to impact.

Reviewr’s webinar lays out these strategies in detail, and its platform is built to deliver them. The result for your organization? Significant time savings, higher fairness and consistency in awards, data-driven insights for better decisions, and meaningful impact measurement that inspires confidence in your mission.

In today’s competitive funding landscape, operational excellence is not optional—it’s a necessity. Embracing these best practices ensures your organization can focus on what really matters: supporting your grantees and making the greatest possible impact in the communities you serve.

Centralizing Documents and Data

Even the best intake portal is only part of the solution. Once applications are submitted, managing the attached documents and information is critical. The webinar emphasizes centralized document management systems as a best practice. Rather than files scattered in email inboxes or cloud folders, all documents (essays, budgets, recommendation letters, etc.) should be stored securely in one place.

Key elements of an effective document management system include automatically linking each file to the applicant’s profile. This ensures that reviewers and administrators can easily see all materials for a given submission without searching multiple locations. Secure, cloud-based storage with granular access permissions protects sensitive data – for example, only certain staff can view applicants’ personal information, while reviewers see only what they need. Built-in version control and change logs track who edits what, preventing confusion over which draft of a document is final.

Embedding document viewers directly in the platform also removes friction: reviewers can read submissions right in their browser without downloading files. This protects data (no risky downloads) and speeds up the process. Centralizing all application data lays the foundation for consistent reporting and better oversight. It eliminates the “version control problems” and “disconnected information” that plague grantmakers using legacy. Ultimately, centralized data and document management save time for staff and reduce the chance of losing or misplacing critical information.

Structured and Transparent Review Workflows

Once applications are collected and organized, fair and efficient review processes are essential. The webinar highlights structured review workflows as a way to minimize bias and delay. Rather than assigning reviewers haphazardly, successful grantmakers segment submissions into review buckets. For example, applications might be grouped by program category, region, or funding round, with specialist reviewers assigned to each bucket.

A structured workflow relies on clear, weighted scoring criteria. By providing reviewers with standardized rubrics (for instance, rating applications on defined scales for impact, feasibility, and alignment with priorities), organizations ensure that every application is judged by the same yardstick. This reduces confusion and ensures consistency across reviewers. The platform can guide reviewers through each criterion in a logical order, making it easier to complete evaluations and reducing the chance of overlooking any questions.

Another best practice is to introduce automation in the assignment process. Instead of manually handing out submissions, modern systems can randomly assign applications to reviewers or do so based on expertise and workload rules. Automated assignment helps prevent review fatigue (so no one reviewer gets all the toughest cases) and speeds up the start of each round.

Importantly, data redaction and anonymization features help minimize bias. The platform can hide identifying information (names, schools, etc.) from reviewers when needed, ensuring decisions focus on merit. Transparent dashboards allow coordinators and review committees to track progress in real time. Everyone can see how many reviews are completed, who is lagging, and if any applications haven’t been reviewed yet. This visibility keeps the process on schedule and lets organizers intervene early if issues arise.

Lastly, “normalizing judge tendencies” is a practice mentioned in the webinar. This means the system can analyze scoring patterns (e.g., if one reviewer is consistently more lenient or stringent) and adjust rankings accordingly. While the specifics of normalization are technical, the effect is greater fairness: no single reviewer can unduly sway results. Overall, structured workflows supported by technology make the review process faster, more equitable, and more transparent for grantmakers and applicants alike.

Effective Reporting and Impact Tracking

A major gap in many grant programs is the lack of robust reporting after awards are made. The webinar stresses the importance of low-barrier impact reporting to close the feedback loop and show stakeholders that funds are making a difference. Traditional approaches, which rely on collecting reports by email or spreadsheets, often suffer from poor follow-through. Reviewers may never know if grantees actually implemented their projects or what outcomes were achieved.

Modern best practices include standardized, flexible reporting templates for grantees. These templates guide winners in providing the information that matters most—tying their results back to the original goals of the program (“the why”). By asking the right mix of quantitative and qualitative questions (for example, both metrics and narrative explanations), grantmakers gather a richer picture of impact​.

The key is to make reporting as painless as possible. The platform can send automated follow-up reminders to grantees, prompting them to submit progress or final reports on schedule​. Because these reports are linked to the original application data, organizations can track each award’s entire lifecycle in one place. This includes milestones, key performance indicators (KPIs), and any qualitative stories or quotes from grantees​.

Importantly, reporting should not be optional or confusing. Grantmakers can define clear deadlines and clear instructions upfront, and the system enforces these structures. By lowering the barrier (for example, by allowing reports to be submitted via the same portal where the original application was made), participation is higher. The outcome is that leadership and funders receive accessible impact reports which combine narrative insights and hard data​. These reports can be customized for different audiences (board members, public donors, regulatory bodies) without manual crunching.

With data connected end-to-end—from initial application through award tracking—organizations gain real-time analytics on outcomes​. They can quickly answer questions like: How many projects met our goals? Which demographic groups benefited most? Are there trends in scoring or completion rates? Equipped with these insights, grantmakers can make evidence-based improvements to programs and clearly demonstrate return on investment to stakeholders.

Benefits of a Modern Grantmaking Platform

Implementing these practices with a unified platform like Reviewr brings concrete advantages for grantmakers:

  • Time Savings and Efficiency: Automating routine tasks (data entry, reviewer assignment, reminders) frees staff to focus on strategy and relationship-building. As the webinar notes, eliminating manual merging of files and spreadsheets saves hours of work. A centralized system prevents duplicated effort and data loss, accelerating every stage of the process.

  • Fair and Consistent Decisions: Structured scoring and anonymized review tools ensure that decisions are based on merit, not on chance or hidden bias. Randomized or criteria-based assignment of applications makes workloads equitable and speeds up judging. Organizations can document their fairness at every step, reinforcing trust with applicants and funders.

  • Improved Applicant and Reviewer Experience: With profile-centric, mobile-friendly portals and clear guidance, applicants find it easier to apply. They receive timely confirmations and updates, boosting their confidence and satisfaction. Reviewers, for their part, use intuitive dashboards that guide them through evaluations, making participation less of a chore. In short, everyone in the process benefits from a more transparent, supportive workflow.

  • Better Data and Decision-Making: Centralizing all information means leaders can access the data they need instantly. Whether it’s a snapshot of this year’s applicant pool or a trend analysis of past award impacts, the analytics are at your fingertips. Real-time dashboards keep committees and executives informed. Reviewr emphasizes, technology backed by proven best practices empowers grantmakers to make smarter, data-driven decisions.

  • Enhanced Impact Measurement: By integrating reporting into the grant lifecycle, funders can finally close the loop on outcomes. The low-friction reporting tools ensure higher grantee compliance and richer data. Funders get clear, narrative-rich impact reports that showcase program value. This strengthens accountability and can even help attract more funding—when stakeholders see tangible results from grants, support grows.

In essence, adopting a platform like Reviewr turns operational challenges into strengths. Time once lost in busywork is regained, and the organization becomes known for running a professional, transparent grant program. These benefits align with the general value propositions of modern grantmaking systems: efficiency, fairness, and measurable impact.

 

Conclusion

Grantmaking organizations that tackle operational challenges head-on can multiply their impact. As we’ve seen, the consequences of inaction are serious: wasted staff hours, frustrated applicants, potential security risks, and ultimately, programs that fall short of their goals. Fortunately, the path forward is clear. By implementing unified application portals, centralized data management, structured reviews, and automated reporting, grantmakers can streamline every step from intake to impact.

Reviewr’s webinar lays out these strategies in detail, and its platform is built to deliver them. The result for your organization? Significant time savings, higher fairness and consistency in awards, data-driven insights for better decisions, and meaningful impact measurement that inspires confidence in your mission.

In today’s competitive funding landscape, operational excellence is not optional—it’s a necessity. Embracing these best practices ensures your organization can focus on what really matters: supporting your grantees and making the greatest possible impact in the communities you serve.

Implement these trends today