FAQ - Shift Sattva

Frequently Asked Questions

How does Shift support end-to-end CSR portfolio management?

Shift helps in tracking program implementation, financials, intervention impact, partner engagement, compliance and document/data storage.

How do I undertake data-driven decisions with Shift?

Our customised dashboards help you view data and drive decision making.

How can I manage CSR compliance on Shift?

Integrated compliance module and evaluation metrics provide you with the tools to track program progress and identify which metrics have been met.

How can I manage funds on Shift?

Shift helps with tracking disbursement and utilisation. You can also use the platform to raise and approve invoices.

How long does it take to completely transition to Shift?

Typically, customers take 1-2 months to transition to shift, though this may vary based on the size of your portfolio.

Can NGO partners view all the projects setup on Shift?

Yes, by default an NGO partner can view their respective project data on Shift. If any restrictions are required, program coordinators can customise access.

How will NGO partners be on-boarded and supported?

NGO partners are supported through the transition of historical data. They are further provided with training workshops and regular governance for ongoing support to ensure effective usage of the platform.

How is data security managed on Shift?

Shift follows rigorous security practices to secure client data. Encryption, data backups and firewalls are set in place to protect our infrastructure setup.

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