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Grants & Sponsorship Management Software | | qordata
Grants & Sponsorship management solution

One request.
One record. Fully audit-ready.

As a compliance manager, you need every donation, grant and sponsorship request reviewed on the same defined criteria, regardless of relationship. qordata's Grants & Sponsorship Management Solution automates the approval process for charitable donations, research grants and sponsorship requests, replacing email chains and spreadsheets with a centralized portal that tracks every request from submission to fund disbursement.

Request a Demo Download brochure

What is grants and sponsorship compliance in life sciences?

Grants and sponsorship compliance is the set of controls that govern how a life sciences company evaluates and funds charitable donations, research grants and event sponsorships. Guidance such as the PhRMA Code on Interactions with Healthcare Professionals calls for these decisions to be made on defined criteria, independent of sales and marketing, and documented in enough detail to support Sunshine Act and state transparency reporting when a request qualifies as a reportable transfer of value.

The problem

Why manual grant and sponsorship tracking falls short

As request volume grows across regions and business units, email and spreadsheet tracking becomes a compliance liability. As a compliance manager, you need a system that scales with that volume.

01

Scattered requests

Donation, grant and sponsorship requests arrive by email, form and phone call, with no single record of what was asked for or decided.

02

No real-time fund visibility

Budget owners find out a fund is overcommitted only after the fact, instead of seeing allocation as it happens.

03

Inconsistent review

Without a documented process, review criteria can vary by requester or reviewer, and independence from commercial influence is hard to demonstrate.

04

Incomplete audit trail

Comments, revisions and approval decisions live in inboxes instead of one exportable record when an auditor or regulator asks.

How it works

From request to fund disbursement, in one workflow

As a compliance manager, you route every charitable donation, research grant and sponsorship request through the same structured, documented path.

1

Submit the request

Requestors submit charitable donation, research grant or sponsorship requests directly in the platform, with no email chains required.

2

Route for independent review

Requests route to the compliance review team against defined criteria, kept separate from sales and marketing influence.

Reviewed on documented criteria, not relationships
3

Track approval and comments

A full audit trail captures every comment, update and decision at each step, keeping your team aligned and your compliance documentation complete.

4

Monitor funds in real time

Live dashboards track budget allocation across all grants and sponsorships simultaneously, so nothing is committed twice.

5

Maintain documentation for reporting

Approved requests and their supporting documentation stay linked and exportable, keeping records ready for Sunshine Act and transparency reporting.

One-stop solution

Every request type, one centralized portal

Charitable Donations

Route and document charitable giving requests with the same rigor as any other reportable spend.

Research Grants

Evaluate and track research funding requests against defined criteria, with full visibility into status and history.

Sponsorships

Manage event and program sponsorship requests alongside donations and grants in a single queue.

Why it matters

Better decisions, not just faster ones

As a medical liaison officer, you and your finance team see status and priority across every incoming request from a single dashboard. Nothing is decided in a vacuum.

Historical and current funding data stay in one place, giving you the full picture before you evaluate the next request.

Always audit-ready

Every comment, update and decision is captured at each step, so the full history is there when an auditor asks.

Cross-departmental visibility

Compliance, finance, medical affairs and commercial teams see the same live record instead of separate, disconnected trackers.

No email chains

Requestors submit, track and manage their own requests entirely within the platform.

What this means for your role

Every member of the review process gets a straight answer

Compliance

Compliance / Legal

Documented review criteria, independence from commercial influence, and a complete audit trail without manual compilation.

Medical

Medical Affairs / Grants Committee

A single queue for research grant and educational funding requests, with full history available at review time.

Finance

Finance

Real-time visibility into committed and remaining funds across every grant and sponsorship, instead of reconciling spreadsheets after the fact.

Commercial

Field & Commercial Teams

A clear, self-service way to submit a sponsorship or donation request and track its status, without going through a compliance contact for updates.

IT / Ops

IT / Operations

One platform for all request types, with role-based access and no bespoke build required.

Leadership

Compliance Leadership

A defensible, documented process to point to when a regulator or auditor asks how grant and sponsorship decisions get made.

Ready to streamline your grants & sponsorships?

As a compliance manager, download our brochure to learn more, or request a demo with our team today.

Request a Demo Download brochure
Answers

Grants & sponsorship compliance questions, answered

What is grants and sponsorship compliance software, and why do life sciences companies need it?

It is software that centralizes how a life sciences company receives, reviews, approves and documents requests for charitable donations, research grants and sponsorships. qordata's grants and sponsorship management solution replaces scattered email threads and spreadsheets with one auditable workflow that treats every request the same way regardless of who is asking.

Can charitable donations, research grants and sponsorships all be managed in one place, or do they need separate systems?

In qordata, all three request types run through the same centralized portal with the same review process, instead of separate ad hoc workflows for each, so a compliance team is not reconciling three different tracking systems to answer one audit question.

Why does grant and sponsorship review need to stay independent of sales and marketing?

Industry guidance including the PhRMA Code on Interactions with Healthcare Professionals calls for charitable contributions and grants to be reviewed on defined criteria, separate from sales and marketing influence. qordata's platform routes every request to compliance review by default, so that separation is built in rather than dependent on someone remembering the rule.

Does grants and sponsorship software keep a record of every comment and revision, not just the final approval?

Yes. qordata captures a full audit trail of every comment, update and decision at each step of the review, so when a regulator or auditor asks how a specific grant or sponsorship decision was reached, the history is already documented instead of scattered across inboxes.

How does grants and sponsorship software prevent a fund from being overcommitted without anyone noticing?

qordata's live dashboards track budget allocation across every active grant and sponsorship simultaneously, so a finance or budget owner sees committed and remaining funds in real time instead of finding out a fund was overcommitted after the fact.

How does grants and sponsorship software support Sunshine Act and transparency reporting?

In qordata, every request, approval, comment and decision is logged as it happens, so grants and sponsorships that qualify as reportable transfers of value under the Sunshine Act and state transparency laws have complete, exportable documentation instead of a year-end reconstruction effort.

Can requestors submit and track their own grant or sponsorship requests without going through email?

Yes. In qordata, requestors submit, track and manage their requests directly in the platform with full visibility into status, so a field or commercial team member is not stuck waiting on a reply to an email chain for an update.

Can compliance, finance, medical affairs and commercial teams see the same grant and sponsorship data instead of separate trackers?

Yes. qordata gives compliance, finance, medical affairs and commercial teams a single live record instead of disconnected spreadsheets or inboxes, so everyone is looking at the same status and history rather than reconciling different versions.

How does grants and sponsorship software stay ready for an audit at any time, not just during a scheduled review?

qordata captures every comment, update and decision on every request at the point it happens, so the platform holds a continuously current, exportable record instead of something assembled after an audit request arrives.

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