With more than 1,500 stores and a complex grants and donation process, the Safeway Foundation needed a way to better manage their grants program. Versaic developed a custom solution that not only met all of Safeway’s needs but was delivered in just a few weeks. To learn more, visit http://www.versaic.com/our-clients/ or call 877-712-9495.

1. With more than 1,500 stores and a complex grants and donation process,
the Safeway Foundation needed a way to better manage their grants
program. Versaic developed a custom solution that not only met all of
Safeway’s needs but was delivered in just a few weeks.
Situation
Safeway and the Safeway Foundation are responsible for over $200 million
annually in grants and product donations. With a process that is managed
regionally and at corporate, Safeway’s goal is to manage all the requests
and proposals they receive in a manner that is respectful of their customers
and partners while supporting their various brands and divisions. In
implementing an online solution, Safeway wanted to be sure that each
request is handled in a timely fashion by the appropriate group with access
to real-time reporting across the entire organization.
Solution
After talking by phone with Safeway for a couple of hours to identify their
requirements and making suggestions based on similar situations, Versaic
created a customized system to gather the necessary information from
organizations and employees seeking grants, and route them based on
request type and region. The Versaic solution reviews the requests for
adherence to guidelines and status and automatically screens those clearly
not eligible. Versaic also generates email approvals and check requests, and
provides custom and ad-hoc reporting features for each division as well as
enterprise-wide. Impact Reporting data is collected post-grant, providing
the Safeway Foundations with valuable insights into the impact of their
giving.
Safeway Launches
Revamped Foundation Initiative
in Record Time
CASE STUDY www.versaic.com
CASE SUMMARY
Situation
The Safeway Foundation handles
three funding streams: local
community funds, requests from
corporate employees, and
national or multi-regional grants.
Managing all of these across their
different brands and regions was
difficult and time-consuming.
Safeway wanted a solution that
would guarantee fair
consideration for all external
requests and speed up handling.
Complication
With a revamped grants program
and website well underway,
Safeway needed a solution fast
without compromising their
brand identity.
Solution
• New Safeway Foundation
website launched on schedule
including comprehensive grant
management.
• Customized solution from
Versaic to collect appropriate
information from employees
and organizations.
• Continuous system
improvement based on clients’
feedback and evolving needs.
Benefits
• Time and costs reduced
• Brand and missions supported
through clear guidelines and
open submission
• Enhanced tracking across the
organization
• Ensures compliance with
criteria for submission &
corporate policies
• Higher constituent satisfaction
• Greater reporting capabilities
“Getting started with Versaic, we set the bar high — deliver a
solution that meets our specific needs and implement it fast.
Not only did Versaic meet that goal, they went above and
beyond, designing an even better solution than we’d thought
possible. It was perfect!”
Christy Duncan-Anderson, Executive Director, Safeway Foundation
This case study is for informational purposes only.

2. Benefits
Time Management
Rather than manually reviewing and managing requests and grantees,
the system automatically routes and screens requests according to the
unique guidelines and criteria for each Safeway brand and region.
Brand Management
By providing and working within clear guidelines and ensuring efficient
handling of requests and prompt responses, Safeway’s brand promise and
foundation goals are fully supported. In addition, by monitoring gifts across
the enterprise, corporate can track gaps or duplications to extend their
brand reach.
Improved Tracking & Reporting
Even with decisions being made regionally, in different departments and at
headquarters, the Versaic system can consolidate and organize the
information across the organization while brand and regional managers
manage their own areas of responsibility. All grants and donations data is
tracked in the Versaic system providing a simple go-to source for the
Safeway team.
Summary
With relatively little time investment on Safeway’s part, Versaic was able to
create a custom solution that exceeded Safeway’s expectations. Today,
after working together for more than three years, the Versaic solution for
Safeway has evolved to support the organization’s full philanthropy program
from small donations to large grants. Through a new initiative called
Healthy Futures, the Safeway Foundation donates millions of dollars in
grants to address childhood obesity. The office of Public Affairs for Safeway
provides product donations (small and large scale) to connect with
community members and partner with local non-profit organizations.
Versaic ensures all these programs are well-managed, support the Safeway
brand and help deliver on the company’s mission to strengthen
neighborhoods and change lives.
CASE STUDY www.versaic.com
This case study is for informational purposes only.
For more information
about Versaic solutions,
please contact us at
info@versaic.com or
650-212-7264.

3. CASE STUDY www.versaic.com
This case study is for informational purposes only.
Safeway had already created
a new website to focus their
Foundation’s efforts and explain
the process for requesting a
grant from them.
Requesters can either review
the information provided or
jump directly to applying online
through the Versaic system.
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Once the requester has
decided to complete a grant
application form, they’re
brought to the Versaic system
that was branded to Safeway’s
specifications.
The system guides the
requester through a few simple
questions to ensure proper
delivery. While in Safeway’s
case this is explicit, Versaic can
also provide implicit routing
based on answers to questions
as part of the questionnaire
(e.g. by amount requested or
zip code).
Since the answer to the first
question was Local, the system
then asks which state, listing
only the states in which
Safeway operates.
Since it’s California, the system
then asks which brand and
section of California to ensure
the right request gets to the
right place every time.

4. CASE STUDY www.versaic.com
This case study is for informational purposes only.
Here the system is providing
more detailed information on
guidelines and options for the
brand/region they’ve selected.
Validate that it’s the correct
division, if incorrect the
requester can go back.
More details on what’s needed
to submit to this particular
brand/region, and instructions
on selecting the giving
category.
By clicking on one of these
giving categories, the requester
gets more information about
each, and then can select the
choice best suited to their
request.
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Here the requester selected
Grant Request and this is the
first page of that questionnaire.
Status bars show requesters
where they are in the process
(first of three pages in this
case).
Custom questions ensure the
right information is submitted
in the right format for
automatic compliance checking,
faster review and better
management.
Safeway requested that we
validate the 501(c)(3) status of
all their submitters, and this
message is shown after it’s
been verified.

5. CASE STUDY www.versaic.com
This case study is for informational purposes only.
This page is a sample of the view
for the Safeway corporate
administrator.
List of the various “mailboxes”
that the admin can review either
in summary or individually.
The view of each mailbox may
be configured to meet each
user’s needs, showing the
information needed to make
decisions more quickly.
Labels are unique to each
mailbox and are used for a
number of purposes by Safeway.
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This is an example of the
details of an individual request.
Menu of most often used
actions, which may be
configured for each user
(custom decline and approval
emails, auto-generating check
request forms, etc.)
Approval information can be
used to track information such
as who/when approved, amount
or type of product provided,
what budget the amount
donated is assigned to, and any
other information defined by
Safeway (other tabs may be
created to track or notate other
information at client request).
Versaic populated this section
from the IRS database of
501(c)s at Safeway’s request
so they can validate status and
cross-check against possible
other donations made to this
organization over time and
across the brands/regions.