Creating overview in complex research funding processes

Anne MøgelvangCRM, Data quality

Managing research funding involves many parallel processes.

A single team may be working with national funding calls, EU programs such as Horizon Europe and applications with specific regulatory requirements. Each application has its own timeline, stakeholders and documentation.

When information is spread out
In many organizations, information is stored across multiple tools. Spreadsheets are used for tracking, documents for notes and requirements, and email for communication.

This can make it difficult to maintain a shared overview and ensure that all steps are completed on time. It also increases the dependency on individual knowledge.

Bringing structure into the workflow
With Mira CRM, research services teams can gather their work in one system and introduce more structure into their processes.

Instead of managing information in separate places, applications are handled within a shared framework where data, status and responsibilities are visible.

Key elements of a structured approach

A structured way of working typically includes:

  • a central overview where all applications are collected
  • defined workflow stages from preparation to agreement
  • reminders and checklists that support follow-up

At the same time, the system can be adapted to reflect differences between funding types:

  • EU applications can include structures for partners and roles
  • US applications can support compliance tracking
  • national processes can follow their own established logic

This allows teams to work consistently while still handling variation.

Better conditions for collaboration
When information is shared and structured, it becomes easier for teams to collaborate.

Everyone works with the same data, and the status of each application is visible without the need to search across files or email threads. This reduces uncertainty and makes coordination more straightforward.

From overview to insight
Over time, structured data also makes it possible to follow up on results.

Organizations can begin to analyze things like application volumes, timelines and outcomes.

This provides a foundation for improving processes and supporting researchers more effectively.

A practical step forward
Introducing more structure does not require changing everything at once.

For many organizations, it starts with creating a shared overview and gradually building more consistent ways of working. With the right support, research services can manage complexity in a more controlled and transparent way.

Du kan boka en demo av lösningen här, och du är också välkommen att kontakta Johan Johannesson (johan.johannesson@mira.se) om du vill boka ett möte och få en genomgång.