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Welcome to the SmartSimple Wiki

Hello and welcome to the SmartSimple Wiki! Here, you will find everything you need to know to configure and use your SmartSimple system. This ever-expanding library of articles is updated regularly to include new functionality and features as we continue to evolve in the cloud.

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Exploring our Wiki

Articles are searchable alphabetically (A to Z) or by category (e.g. Custom Field Types, HCAI, Notes, etc.)

You can also go directly to the links for our Video library to see our latest instructional and informative videos (also found on our SmartSimple YouTube channel), or to our Upgrade Library to check out the latest and greatest work we've done to make your life smarter and more simple!

If you're looking for insight into managing your process workflow, go directly to our Universal Tracking ApplicationTM section. This section offers insight into everything from managing granting processes through research projects to insurance claims.

For some deeper insight into the nuts and bolts (or, well, APIs and XMLs), check out our Expert Tips and Tricks for configuring your system.

How? and Why?

Sometimes you want to know how to configure something in your SmartSimple system. Sometimes you just want to know why a particular feature, or upgrade of a current function is useful or important. So, to help you more easily navigate our Wiki, we've added two new categories: How and Why. How tells you how to configure (techy stuff) our features, and Why tells you the advantages (non-techy stuff) of using our features. You can either search these categories or you can click on the links at the top and bottom of each article page to go from one topic to the other.


Acronyms, Terms and Abbreviations

Working with a cloud-based service provider means you probably hear a lot of unfamiliar words and phrases and wonder what they all mean. So, to help you better understand your system, the SmartSimple team has created a list of Acronyms, Terms and Abbreviations to clarify what we mean when we talk about things like the UTAs, Instances, Entities and SmartFolders.


About the SmartSimple Platform

SmartSimple is designed to help your organization connect with your communities and streamline your administrative processes, using a system that’s almost endlessly configurable. Once implemented, our clients are able to administer their SmartSimple system on their own, though, of course, our team is always available to help.

It’s been over a decade since we started helping clients, and our core mission of providing personalized software solutions is still at the center of everything we do.


Why the SmartSimple Platform?

SmartSimple is the ideal system for organizations that work with diverse and dispersed communities, giving you the power to control and track your information, your way. SmartSimple provides a high level of transparency for your users; you decide who can access your data through a series of unique user portals.

Completely automated, SmartSimple puts the control of your system in your hands. Our cloud-based solution means you can communicate and integrate seamlessly with your community and the world. SmartSimple works hand in hand with your team to implement your system, enhancing and organizing your processes in a way that’s intuitive to you and your users.


More than just a service provider…

SmartSimple is not just a supplier; we’re your trusted partner. Our team is at your side from the first demonstration through implementation, training and beyond, always here to answer questions, provide guidance and offer assistance whenever you need us.

We’ve worked hard to gain the trust of tens of thousands of users around the world: contact us to learn how we’ll earn your trust, too!


Where We Work

SmartSimple software is a unique cloud-based platform that works within three specific vertical markets:

  • Research Management - Research funders use RMS360o to manage all aspects of their programs and grants, from drafting the initial proposal to final funding.
  • Case Management - Service providers and insurers easily collaborate using SmartSimple's CMS360o.
  • GSA Advantage and GovCloud - SmartSimple is a GSA Advantage approved supplier and is authorized to connect with the AWS GovCloud.


Interested in learning more?

Visit the SmartSimple website for more information about who we are, our solutions and how we work with you. You can also request a demo, call us toll-free at 1.866.239.0991 or email our sales team directly.

Feedback

Have a suggestion for an article we should have on our Wiki? Interested in a video on a particular feature or function of SmartSimple? Let us know! Drop us a line at marketing@smartsimple.com and share your thoughts and ideas!