Dhwani Rural Information Systems

mGrant NUO

Complete feature reference — every module, workflow, and integration documented.

10+Non-Profits
200+Projects Managed
400+KPIs Tracked
₹500 Cr+Annual Grant Portfolio
← Executive Summary

What is mGrant NUO?

A purpose-built SaaS platform that gives NGOs a single, unified workspace to manage donors, grants, projects, compliance, and impact — end to end.

📊

Single Source of Truth

Replace scattered spreadsheets and email threads with one platform. Every donor, every grant, every report — in one place, accessible from any browser.

💰

Fund Lifecycle Management

From proposal submission to fund receipt, budget allocation, utilisation tracking, and quarterly reconciliation — the entire money trail is tracked automatically.

📈

Impact Measurement (LFA)

Define activities, milestones, outputs, outcomes, and impact indicators using the Logical Framework Approach. Track planned vs. actual across geographies and programmes.

🤖

AI-Powered Intelligence NEW

Ask questions in plain language via MCP-powered data chat. RFP scouting agent proactively surfaces funding opportunities matched to your organisation.

The NGO Grant Lifecycle

From fundraising to project closure — every stage managed, tracked, and auditable.

1
Fundraising
Donor prospecting, proposals, pipeline tracking
2
MoU / Grant
Proposal converts to MoU, grant created & profiled
3
Budget & KPIs
Budget heads allocated, LFA KPIs selected & planned
4
Fund Flow
Tranches defined, payments received, utilisation tracked
5
Execution
Activities, sub-grants, vendor payments, beneficiary data
6
Monitoring
QPR, QFR, field visits, LFA achievement reporting
7
Closure
Extension / renewal / closure with documentation

Fundraising CRM

The entry point for every NGO — a sales-style CRM purpose-built for grants and proposals.

Proposal Pipeline — From Lead to Grant
Lead
Donor identified120
Submitted
Proposal sent85
Under Review
Being evaluated52
Shortlisted
Due diligence28
MoU Signed
Becomes a Grant18

Illustrative numbers. Full funnel tracking — submitted, in progress, converted, and lost — with conversion rates at each stage.

👥

Donor Master

  • Central database of all donors and donor prospects
  • Donor segmentation by type, giving history, engagement level
  • Contact details, interaction history, communication log
  • Quick-add form + full profile view
  • Auto-assigned donor IDs (e.g., D-0037)
📝

Proposal Pipeline

  • Submit proposals to donors — tracked through stages
  • Lead → Submitted → Under Review → Shortlisted → MoU Signed
  • Converted MoUs become Grants; rest stay in pipeline
  • Document management per proposal (attachments, versions)
  • Full funnel tracking: submitted, in progress, converted, lost
📧

Donor Engagement

  • Communication log — emails, calls, meetings per donor
  • Automated reminders for follow-ups and deadlines
  • Donor engagement scoring based on interactions UPCOMING
  • 80G receipt generation for donors UPCOMING

Grant Management & Finance

From grant profiling to budget allocation, payment tracking, and utilisation — the complete financial backbone.

📁 Grant Profiling

Once a proposal converts to a signed MoU, a Grant is created and profiled in detail:

  • FC / Non-FC classification — Foreign Contribution vs. domestic funding
  • Geography tagging — State, District, Block, Village where the grant will be implemented
  • Thematic area / Focus area — e.g., Health, Education, Livelihood, Environment
  • SDG alignment — Tag to UN Sustainable Development Goals
  • Schedule VII category — CSR Schedule VII tagging (e.g., Goal 3)
  • Implementation type — Self-Implementation vs. Sub-Projects (toggle)
  • Grant duration — Start date, end date, auto-calculated duration in months
  • Grant status lifecycle — Active → Inactive → Extended / Closed
  • Donor commitments — Define promised reports (quarterly, monthly, FUC, audited UC)
  • Reporting frequency — Set at grant level (monthly / quarterly / semi-annual); applies uniformly to finance and KPI
  • MoU / Agreement upload — Attach signed MoU directly on the grant profile
  • Auto-generated Grant ID — System-assigned unique project code
💵 Budget Heads & Allocation

Define the budget structure within each grant and allocate amounts:

  • Budget Heads — Personnel, Travel, Programme Costs, Communication, etc.
  • Sub-Budget Heads — Granular line items under each head. Examples:
    • Personnel → Project Coordinator Salary, Trainer Salary, Field Worker Salary
    • Travel → Local Travel, Inter-City Travel, Field Visit Conveyance
    • Programme Costs → Training Materials, Workshop Venue, Participant Refreshments
  • Dual-head system:
    • Donor budget heads — As defined by each donor (e.g., Donor 1: "Travel", Donor 2: "Travel and Stay")
    • Organisation's natural heads — NGO's own standardised internal heads (e.g., "Travel Expenses")
    • Mapping between donor heads and natural heads for internal standardisation across multiple donors
  • Allocation — Assign amounts against each budget head; system warns on mismatch with sanctioned total
💰 Budget Utilisation — Two Paths
✍️

Path 1 — Aggregate Reporting

Manual monthly entry of utilisation against donor/grant/MoU budget heads. Ideal for smaller NGOs or grants where financial system integration isn't available.

Manual EntryMonthlyBudget Head-wise
🔄

Path 2 — Financial System Integration

Auto-sync from your accounting software. Master data and monthly expenses flow automatically.

TallyVOLACSAPOracleAny ERP
  • Path 1 — Manual monthly entry of utilisation against donor/grant/MoU budget heads
  • Path 2 — Auto-sync from accounting software via canonical schema
    • Supported: Tally, VOLAC, SAP
    • Architecture supports Oracle, ERP, or any financial system via canonical schema
    • Master data sync: Funding Agency → Project → Budget Head → Sub-Budget Head → Allocation
    • Monthly expense utilisation + fund receipts synced automatically
💳 Payment Tranches & Receipts

Note: NGOs do not raise fund requests in the system — only tranches and receipts.

  • Payment Tranches — Define the planned instalment schedule from the donor
  • Payment Receipts — Record when money is received, with key nuances:
    • Partial payment against a tranche is supported
    • Two tranches combined into one payment is supported
    • 1:1 mapping between tranche and payment is NOT assumed
  • Summary cards — Total Sanctioned, Total Planned, Total Received, Total Utilised, Unutilised Balance
  • Tranche notifications — Email + in-app alerts for upcoming payment dates
Illustrative Tranche & Receipt Timeline
₹10L
Fully Received
Apr 2025
½
₹8L of ₹12L
Partial Receipt
Jul 2025
₹16L
2 Tranches Combined
Oct 2025
₹10L
Planned
Jan 2026

Supports partial payments, combined tranches, and flexible 1:many mapping between planned tranches and actual receipts.

KPI & Impact Framework (Logical Framework Analysis)

The analytical backbone of the platform — structured impact measurement from activities to outcomes.

Activities
Specific actions executed on the ground
🎯
Milestones
Set of activities grouped as a milestone
📦
Outputs
Direct deliverables from activities
📈
Outcomes
Changes resulting from outputs
🌍
Impact
Long-term societal change
Milestone & Activity Timeline (Illustrative Gantt View)
AprMayJunJulAugSepOctNovDec
M1: Baseline Survey
Apr – May
↳ Design survey tool
Apr
↳ Conduct field survey
May
M2: Training Programme
Jun – Aug
↳ Trainer onboarding
Jun
↳ Conduct 10 training batches
Jul – Aug
M3: Impact Assessment
Oct – Nov
↳ Endline data collection
Oct
↳ Analysis & report writing
Nov

Activities fall within their parent milestone's start and end dates. When all activities under a milestone are completed, the milestone is marked complete.

Logical Framework: Results Chain
Activities

Conduct 10 training batches for 200 teachers

Outputs

200 teachers trained on new pedagogy methods

Outcomes

30% improvement in classroom teaching quality scores

Impact

Improved learning outcomes for 5,000 students

Activities produce Outputs → Outputs drive Outcomes → Outcomes contribute to long-term Impact. Each level is measurable via KPIs defined in the KPI Master.

📖

KPI Master

  • Central library of all KPIs, tagged to thematic areas
  • When a grant is created for a theme (e.g., Health), only relevant KPIs appear
  • Selected KPIs flow into planning and reporting modules
  • KPIs mapped to: Activities, Outputs, Outcomes, Impact
📋

Planning Module

  • Define targets/plan for each selected KPI
  • Milestones = a defined set of Activities with start & end dates
  • Activities lead to Outputs; Outputs lead to Outcomes
  • Planning aligned to grant reporting frequency
📊

Achievement Reporting — Two Paths

  • Path A — Aggregate: Manual entry of achievement numbers
  • Path B — Beneficiary MIS / Programme MIS Integration: Connect your existing field data collection system — beneficiary forms, intervention forms, activity forms, training forms → KPI auto-calculated
  • Configurable per KPI: e.g., 10 KPIs — 7 aggregate, 3 from your Beneficiary MIS
  • Native integration with mForm (Dhwani's mobile data collection app)
  • Any Programme MIS: Architecture supports SurveyCTO, ODK, KoboToolbox, CommCare, and other field data collection tools via API

Activity Tracking — Qualitative & Quantitative

  • Qualitative (Yes/No): Activity treated as a checklist item — "Was the workshop conducted?" with a due date and completion status
  • Quantitative: Activity has a measurable target — e.g., "Train 200 teachers" with progress tracking (completed 50, 120, 200)
  • Both modes supported per activity within the same grant — some activities may be yes/no while others track numbers
  • Flexible configuration per KPI and per activity at the grant level

Beneficiary Management NEW

A dedicated module for tracking the people your programmes serve — from enrolment to outcomes.

👤

Beneficiary Registry

  • Central database with demographic profiles (name, age, gender, location, household data)
  • De-duplication across projects — same person tracked across multiple grants
  • Consent management for data privacy (especially vulnerable populations)
  • Unique beneficiary IDs for cross-project tracking
🔄

Beneficiary Lifecycle

  • Journey tracking: Enrolled → Active → Graduated → Alumni
  • Service/intervention tracking per beneficiary
  • Outcome documentation at the individual level (not just aggregate KPIs)
  • Integration with mForm for field-level data collection

Sub-Granting & Vendor Payments

Multiple models for distributing funds — from pass-through grants to procurement and capex.

Fund Distribution — How Money Flows Through Sub-Granting
Donor

₹1 Cr sanctioned

100%
Primary NGO

Receives full grant

Sub-Grantee NGOs

Pass-through (90%)

Self-Implementation

Direct execution (30%)

Vendors / Capex

Procurement & services

Multiple models supported — pass-through, partial implementation, procurement — all tracked within the same grant structure.

💸

Pass-Through Model

  • NGO keeps 5–10% admin fees
  • Passes 90%+ to sub-grantee NGOs as grants
  • Track sub-grants, disbursements, and utilisation per partner
🏗

Partial Implementation

  • NGO implements a portion (e.g., 30%) themselves
  • Outsources remainder (70%) — to NGOs or vendors
  • Track both in-house execution and outsourced work
🛠

Procurement & Capex

  • Buying materials/capex (e.g., purchasing an RO plant)
  • Paying for installation (e.g., setting up RO in a school)
  • Maintenance contracts (e.g., ongoing servicing)
  • All tracked within the same project structure

Operations & Workflow

Task management, reporting engine, file repository, and grant extensions.

Task Management (General Purpose)

Think Slack-style tasks — works across and outside projects:

  • Create tasks — project-related, internal, external, or general
  • Assign to one or multiple people with due dates and priority
  • Assignee marks as done — can attach evidence/proof of completion
  • Track: overdue/delayed, upcoming, on-time completion rates
  • Auto closure status — system flags overdue tasks as "Delayed"
  • Quick status update from list view without opening full record
  • Cross-project unified task board
📅 Reporting & Work Plan Engine
  • Auto-generated work plan: When donor commitments are defined (quarterly reports, FUC, audited UC), system creates line items with months and dates
  • QPR (Quarterly Progress Reports): Targets vs. achievements + narrative
  • QFR (Quarterly Fund Utilisation): Utilisation + reconciliation reports
  • QRR (Quarterly Review Report): Auto-generated summary combining QPR + QFR
  • Field Visit Reports: Submit within 10 days of site visit
  • Deliverables tracker: Which deliverables submitted, pending, overdue — across all grants
  • Email reminders: Automated for report deadlines, tranche dates, any planned item
  • Escalation logic: If no action taken, escalate to next approval level
  • Notification routing: Role-specific alerts (e.g., Budget Utilisation submitted → Manager + CEO + Finance)
  • In-app notifications: Bell icon in top bar mirrors email alerts
  • Google Calendar sync: Sync report deadlines, tranche dates, and work plan due dates directly to your Google Calendar — never miss a deadline UPCOMING
📂 File Management (Central Repository)
  • Every grant has a Files section
  • Documents uploaded in any tab (profile, budgets, tranches, utilisation) auto-appear here
  • Each tab becomes a folder in the file section
  • Upload new documents directly — supports photos, videos, documents
  • Single repository per project for all files
  • Document generation with version control (MoU, LoA, Fund Letters, Board Notes)
  • Template-driven, configurable, supports organisation branding
  • Google Drive / OneDrive sync: Connect your existing cloud storage folders — pull documents from Google Drive or OneDrive into the grant file repository without duplicating files. No need to double-store information across systems UPCOMING
🔄 Grant Extension & Closure
  • On reaching end date → status becomes Inactive
  • No-cost extension: Upload supporting document, extend end date
  • Cost extension: With revised budget, upload document, extend
  • Annual renewal: Each year treated as a new cycle (fresh GAF, sanction letter)
  • Automated notifications to GM, PL, CEO, assessor, and NGO at every step
📋 Approval Workflows & Audit Trail
  • Configurable per module: Budget utilisation (2 levels), KPI reporting (3 levels), etc.
  • Dashboard counters: Total Requests, Approved, Pending on Me, Rejected
  • Module-wise filtering for approval queues
  • Auto-notifications on approval/rejection
  • Full audit trail — every action, approval, edit logged with user + timestamp
  • Record-level and field-level RBAC — fine-grained permissions
  • Role hierarchies and group permissions
Illustrative Approval Flow — Budget Utilisation Report
📝 Draft

PM creates report

📋 Submitted

Pending review

👤 Level 1

Manager reviews

↓ Reject → Back to PM
👤 Level 2

Finance reviews

↓ Reject → Back to PM
✅ Approved

Sent to donor

Approval levels are configurable per module. Rejection sends it back with comments. Auto-notifications at every step.

👥 Resource Allocation & Employee Management
  • Employee Master: People directory (or HRMS integration — Zoho People, greytHR, Keka). Fetch employee records from your existing HR system
  • Grant anchor: Assign an owner/anchor per grant
  • Budget-derived HR requirements: The grant budget includes human resource cost line items (e.g., "Trainer Salary" under Personnel budget head). From these budget lines, the system derives what roles the grant requires — e.g., 2 Trainers, 1 Project Coordinator, 1 Mobiliser
  • Role-to-person mapping: In the allocation module, map specific employees against each required role. E.g., "Trainer" role → assign Priya Sharma to this grant
  • Partial / fractional allocation: For senior leadership and shared resources, allocate a percentage of time — e.g., 20% of a Programme Director's time to Grant A, 30% to Grant B, 50% to Grant C
  • Available balance tracking: When allocating, the system shows the person's current allocation across all grants. You cannot allocate more than 100% of any person's time — prevents over-commitment
  • Cross-grant resource view: See who is allocated where, at what percentage, across all active grants — a single view for leadership to manage capacity
  • Hiring requirement forecast: If a grant has been approved and has a start date, but the required roles are unfilled, the system flags hiring requirements — giving HR a lead time to recruit before the grant begins UPCOMING
Illustrative Resource Allocation View
Priya Sharma
Programme Director
Health Grant 30%
Education Grant 40%
WASH Grant 20%
10%
90%
Rahul Verma
Trainer
Health Grant 100%
100%
Anita Desai
Finance Lead
Education Grant 50%
Livelihood Grant 25%
25% available
75%

System prevents over-allocation beyond 100%. Available balance is shown in real-time during allocation.

Programme Management NEW

A layer above individual grants — see the big picture across donors, geographies, and years.

🎯

Cross-Grant View

  • Programme as a layer above grants (e.g., "Health Programme" funded by 3 donors across 5 grants)
  • Cross-grant KPI aggregation at programme level
  • Programme-level budget consolidation
🗺

Geographic Insights

  • Track implementation progress across regions
  • Geospatial / map-based reporting (India heat maps)
  • Hierarchical drill-down: State → District → Block → Village
📊

Impact Consolidation

  • Outcome measurement across multiple grants and donors
  • Impact visualisation through intuitive data displays
  • Programme theory of change alignment
  • Year-over-year and grant-over-grant comparisons

Dashboards & Analytics

Role-based, real-time visual insights — from portfolio overview to granular project-level performance.

🗺

Portfolio Dashboard

  • Total projects, NGO partners, donor count
  • Distribution by Focus Area (pie chart)
  • State-wise project count on India map
  • Portfolio-wise output achievements (planned vs. actual)
💰

Finance Dashboard

  • Sanctioned vs. received vs. utilised amounts
  • Utilisation rates across all active projects
  • Tranche schedule vs. actual receipts
  • Unutilised balance at a glance
🔍

Dynamic Filtering & Export

  • Filter by Project, Partner, Financial Year, State, Focus Area
  • Multi-dimensional slicing with hierarchical drill-down
  • Export to Excel, PDF, CSV
  • Scheduled auto-generation and email distribution
👤

Role-Based Views

  • Different dashboards per role (PM, Finance, M&E, Executive)
  • Custom report builder (drag-and-drop, no SQL)
  • One-click donor reports (pre-formatted per donor)
  • Board-ready executive summaries

Regulatory Compliance NEW

Indian regulatory frameworks built into the platform — FCRA, CSR, 80G, Schedule VII.

📜

FCRA Compliance

  • FC vs. Non-FC fund segregation tracked in system
  • FC-4 annual return data preparation
  • FCRA renewal reminders in compliance calendar
🏢

CSR Compliance (Optional)

  • CSR-2 form auto-population
  • Annual Action Plan (AAP) tracking
  • Admin expense cap monitoring (5% rule)
  • Schedule VII category tagging & reporting
  • Note: CSR compliance is typically not applicable to non-profits directly. However, some corporates set up their own foundations (e.g., Axis Bank Foundation, Reliance Foundation) — these corporate foundations act on behalf of the CSR mandate and must meet CSR compliances. This module is optional and relevant for such entities
🧾

80G & Tax Compliance

  • 80G receipt generation for donors
  • 80G / 12A renewal reminders
  • Registration renewal tracking
🔎

Audit & Risk

  • Statutory audit preparation module — consolidate financial data, donor-wise utilisation, and compliance status for auditors
  • Internal audit checklists — configurable checklists for periodic self-assessments
  • Risk register per grant — track risks like underperformance, budget overspend, timeline delays, and donor relationship issues
  • Compliance calendar for all renewals & filings (FCRA, 80G, 12A, CSR, etc.)
  • AI-powered risk detection: Proactive alerts when spending patterns, KPI shortfalls, or timeline deviations indicate potential risks UPCOMING
  • AI audit insights: Auto-generated audit readiness score based on documentation completeness and compliance status UPCOMING

AI-Powered Intelligence NEW

Model Context Protocol (MCP) brings AI directly into the grant management workflow.

💬

Natural Language Data Chat

  • Ask: "What is the total unutilised amount across active grants?"
  • 34 MCP tools across 7 functional categories
  • Real-time budget calculations and KPI queries
  • Role-based tool visibility
🔎

RFP Scouting Agent

  • AI understands your org's focus areas & capabilities
  • Proactively surfaces matching RFPs and funding opportunities
  • Reduces manual opportunity discovery time
📄

AI Report Summarisation

  • Extract key findings from lengthy qualitative reports
  • Identify patterns across narrative submissions
  • Auto-generated executive summaries
🚨

Proactive AI Alerts

  • "Grant X is 60% through timeline but only 30% utilised — flag risk"
  • AI-generated notifications about potential issues
  • Opportunity identification from portfolio patterns
MCP Architecture
👤
User
Plain language question
🤖
AI Assistant
Interprets, selects tools
🔌
MCP Server
34 tools, RBAC
💾
mGrant DB
REST API
Answer
Instant, contextual

Seamless Integrations

Connects with your existing technology ecosystem through production-grade integrations.

💱

Tally ERP NEW

Bi-directional sync — masters, utilisation, receipts via canonical schema

💱

VOLAC

Financial data sync via REST APIs, canonical format

📱

mForm

Offline field data collection, beneficiary forms, KPI auto-calculation

📊

BI Tools

Power BI, Tableau, Superset, Google Data Studio

🔌

Custom APIs

REST API framework for ERP, HRMS, accounting systems

📧

Email & WhatsApp

SMTP email alerts + WhatsApp Business API for notifications

🔒

SSO

Google Workspace & Office 365 single sign-on

👥

HRMS

Zoho People, greytHR, Keka for employee master sync

📝

Survey Tools

SurveyCTO, ODK, KoboToolbox (architecture-ready)

💱

SAP NEW

Financial integration — expense sync, fund receipts, budget master data via canonical schema

📊

Salesforce NEW

Fundraising CRM integration — continue your donor pipeline in Salesforce while syncing grants into mGrant

Data Dictionary

Key terms used in mGrant NUO explained in plain language — helpful for anyone new to the grants and non-profit space.

Donor / Funding Agency

Also called: Funder, Granting Body, Development Partner

The organisation or individual that provides financial support (grants) to the NGO. Could be a corporate CSR, a bilateral agency, a foundation, or a government body.

Proposal / Grant Application

Also called: Concept Note, Expression of Interest (EoI), RFP Response

A formal request submitted by the NGO to a donor seeking funding. It describes the problem, proposed solution, budget, and expected outcomes. Once approved and signed, it becomes a Project.

Project

Also called: Grant Project, Intervention

When a proposal is approved and the MoU is signed, it becomes a Project. A project could span multiple years and includes the full scope of work, budget, and deliverables committed to the donor.

Grant

Also called: Annual Grant, Grant Cycle

The yearly funding cycle within a multi-year project. A project running from 2024–2027 would have three grants — one for each financial year — each with its own budget, targets, and reporting requirements.

Programme

Also called: Thematic Programme, Vertical

A broad thematic area in which the NGO works (e.g., "Health Programme", "Education Programme"). A programme may have multiple projects under it, funded by different donors across different geographies.

MoU / Agreement

Also called: Grant Agreement, Letter of Award (LoA), Sanction Letter

The legal document signed between the donor and the NGO that formalises the grant — detailing the amount, duration, deliverables, reporting obligations, and terms.

Budget Head

Also called: Cost Category, Line Item Category

A top-level category for organising project expenses — e.g., Personnel, Travel, Programme Costs, Communication, Administration. Each budget head contains multiple sub-budget heads.

Sub-Budget Head

Also called: Line Item, Budget Line

A specific expense item under a budget head. E.g., under "Personnel" → Project Coordinator Salary, Trainer Salary; under "Travel" → Local Travel, Inter-City Travel, Field Visit Conveyance.

Tranche

Also called: Instalment, Disbursement

A scheduled payment from the donor to the NGO. Grants are typically released in tranches — e.g., 40% upfront, 30% at mid-term, 30% on completion — tied to milestones or reporting compliance.

Utilisation

Also called: Expenditure, Spend, Burn Rate

The actual amount spent by the NGO against the sanctioned budget. Tracked at the budget head level and reported to the donor periodically (monthly or quarterly).

KPI (Key Performance Indicator)

Also called: Indicator, Metric, Output Indicator

A measurable value that tracks whether the project is achieving its goals. E.g., "Number of teachers trained", "% improvement in learning outcomes", "Villages covered".

LFA (Logical Framework Analysis)

Also called: LogFrame, Results Framework, Theory of Change

A structured planning and measurement framework: Activities → Outputs → Outcomes → Impact. Used by donors and NGOs to define what will be done, what will be produced, and what change is expected.

Milestone

Also called: Deliverable, Phase

A significant checkpoint in a project, typically comprising a group of activities. E.g., "Baseline Survey Completed", "All Training Batches Delivered". Has a defined start and end date.

QPR / QFR

Also called: Progress Report, Financial Report

QPR = Quarterly Progress Report (programmatic achievements). QFR = Quarterly Fund Utilisation Report (financial spend). Both are standard reporting formats submitted to donors.

FC / Non-FC

Also called: Foreign Contribution, Domestic Fund

FC = Foreign Contribution (funds received from outside India, regulated by FCRA). Non-FC = Domestic funding (Indian donors, CSR, government grants). Indian NGOs must maintain separate accounts for FC and Non-FC funds.

Sub-Grant / Sub-Project

Also called: Pass-Through Grant, Re-granting

When an NGO receives a large grant and distributes a portion to smaller partner NGOs for implementation. The primary NGO retains accountability to the donor while the sub-grantee executes on the ground.

Beneficiary

Also called: Participant, End User, Target Population

The individual or community directly served by the project. E.g., students receiving scholarships, farmers receiving training, women in SHGs. Tracked in the Beneficiary Registry.

Beneficiary MIS / Programme MIS

Also called: Field Data System, M&E System

A system used to collect and manage field-level data about beneficiaries and programme activities — e.g., mForm, SurveyCTO, CommCare. Data from these systems feeds into mGrant for KPI calculation.

Masters, Configuration & Platform Capabilities

Low-code, configurable, enterprise-grade platform architecture.

🗃 Masters & Configuration
  • Donor Master — donors + prospects with segmentation
  • Geography Master — State → District → Block → Village hierarchy
  • Thematic Area / Focus Area Master
  • KPI Master — tagged to thematic areas, mapped to LFA levels
  • Budget Head & Sub-Budget Head Master — donor heads + natural heads with mapping
  • User Roles & Permissions — System Manager, NGO Admin, PM, Finance, M&E, Partner NGO
  • Employee Master — people directory for resource allocation
  • Bulk Upload — downloadable Excel/CSV templates with data validation and error handling
Platform Capabilities
  • Low-Code / No-Code: Visual form designer with drag-and-drop, 50+ field types, custom fields without code, automatic UI generation from metadata
  • Form Builder: Configurable forms for proposals, reports, data collection — no developer needed
  • Workflow Engine: State-based workflows, conditional transitions, document lifecycle (Draft → Submitted → Approved → Cancelled), configurable per module
  • Document Generation: Template-based PDF/print formats, multiple templates per document type, print format builder, org branding support
  • RBAC: Module-level, record-level, and field-level permissions; role hierarchies and user groups; dynamic updates without downtime
  • API Framework: Auto-generated REST APIs for all modules, token-based auth, OAuth 2.0, webhooks, custom RPC endpoints
  • Report Builder: No-code report creation, dynamic filtering/grouping/aggregation, custom SQL reports, multiple views (tabular, calendar, Gantt, Kanban, tree)
  • Email & Notifications: Email integration with document lifecycle, templates, automation, in-app notifications, digest features
  • Multi-Tenancy: Multi-site deployment, tenant isolation via database, shared infrastructure with separate schemas
  • Audit Trail: Document change tracking, version history, timeline view with emails/comments/edits
  • Background Jobs: Built-in job queue, scheduled task execution, async processing, cron integration
  • Real-Time: Socket.IO for live event propagation, real-time form updates across users
🛡 Security & Compliance
  • VAPT Certified — Vulnerability Assessment and Penetration Testing
  • ISO 27001 compliant infrastructure
  • Data isolation per organisation
  • Token-based API authentication
  • SSL/TLS encryption in transit
  • Automated backups and disaster recovery

Role-Based Access Matrix

RoleGrantsFinanceReportsApprovalsUsersSettings
System Manager
NGO Admin
Project Manager
Finance Officer
M&E Officer
Partner NGOOwn onlyOwn onlyOwn only

Why mGrant NUO?

CapabilitySpreadsheetsGeneric CRMmGrant NUO
Fundraising CRM + Grant lifecycleManualPartialEnd-to-end
LFA / Impact frameworkNative (Activities → Outcomes)
Dual budget heads (donor + natural)Built-in mapping
Tally / ERP integrationCanonical schema
Beneficiary managementManualRegistry + lifecycle
FCRA / CSR / 80G complianceManualBuilt-in
AI data chat + RFP scoutingMCP (34 tools)
Sub-granting + vendor paymentsManualMulti-model
Mobile field data (mForm)Native + 3rd party
Low-code configurationPartialNative low-code engine

Ready to transform your grant management?

Dhwani Rural Information Systems Pvt. Ltd.

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