Best Of
Re: Virtual Site Visits
Thank you @MicheleGoodman! I work for a company that does back-office work for multiple foundations. One of them likes to fund start-ups for 3 years out of 5 and then move on. They will make exceptions. We are looking at doing the site visits to determine who might get invited to re-submit an LOI for further funding. That makes FOUNDANT a little tricky. I think I have figured out to create a Site Visit process with all internal questions that can allow all the evaluations to be done in the system. Then I think I can manipulate the data to create reports. I'm still in the Sandbox, but in theory, it works. I'll keep you posted.
What platform did you use for the virtual visit? Zoom? TEAMS?