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Case Study

NGO Grant Compliance

Structured monitoring and evaluation tracking to guarantee program alignment and strict donor compliance.

The Challenge

For non-governmental organisations (NGOs), securing funding is only half the battle. Program execution must align perfectly with detailed logic models and grant covenants. Manually matching operational expenses, purchase receipts, program outputs, and case notes to the correct budget lines is a significant administrative burden. Audit preparation is often chaotic, requiring teams to dig through folders of unorganized evidence.

What was happening before?

Before implementing the compliance tracker, field coordinators collected receipts on paper and compiled expense reports in spreadsheets at the end of each month. Compliance officers spent days sorting through folders to match receipts to grant budget lines. External audits were stressful fire-drills, with team members searching files for missing documentation.

What we did

Trygg Montis built secure digital repositories and reporting dashboards that map expenses and receipts directly to logic models and grant lines as soon as they are logged in the field. When staff upload data or take photos of receipts on-site, the records are cataloged dynamically.

How it works

[Field Coordinator Uploads Receipt & Expense Logs] │ ▼ [Central Compliance Database] │ ┌────────────────┴────────────────┐ ▼ ▼ [Budget Tracking Dashboard] [Audit-Ready PDF Evidence Export]
Indicator Mapping

Link data logs directly to specific objectives and target benchmarks defined in the donor logic models.

Receipt & Document Repository

Digital storage linking financial invoices to specific field events for absolute operational transparency.

Budget Line Tracking

Compare actual field expenses directly against grant budget constraints in real time.

Audit-Ready Exporting

Instant compile of compliance logs and receipts for independent external reviewers and audit boards.

Outcome

The organisation achieved total visibility over grant allocation. External audits became straightforward reviews with zero missing receipts, and compliance coordinators saved days of tedious manual alignment work every month.

Technology

Google Workspace, Google Apps Script, AppSheet.

Preparing for a major audit?

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