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Stakeholder Management Tool

SMART is the only stakeholder engagement platform that allows you to view and track engagement at the organisation and individual level, enabling effective and cost-efficient relationship building. Utilised by central ministerial government departments both in the UK and abroad.

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Intelligent Stakeholder Engagement

SMART is secure and scalable from a single user to 1000’s of users. Stakeholder Mapping, multi-channel communications, CRM, event management and stakeholder classification, are a few of the core components of SMART. Your stakeholders talk to each other, so you can use SMART to link different groups, organisations and individuals.

Compliance

Automatic stakeholder update process, allowing stakeholders to manage their relationship with you.

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Web engagement

Build web forms to identify and research new stakeholders with no HTML knowledge required.

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Cloud Service

In partnership with AWS, SMART operates on the cloud providing a scalable, resilient and reliable service.

Rapid set up

There is no installation requirement on the client side at all, just a working web connection and either a Chrome, Firefox or Safari web browser.

User friendly

No technical knowledge is necessary at all to use SMART. The programme is suitable for all levels of computer knowledge.

Expert help

SMART has an integral help and support system, so you don’t have to leave the system to get help, look at FAQs or previous support. An integrated help manual provides comprehensive information about all of SMART’s functionalities.

4 step Stakeholder Engagement Process

Discover our 4 step Stakeholder Engagement Process; Identify, Plan, Engage and Review and see how SMART can help your organisation.

Create a stakeholder register

Identifying stakeholders is crucial but can be complex and time-consuming, often leading to broad communications rather than targeted relationships. Misaligned interactions dilute messages and obscure communication. By focusing on key stakeholder characteristics, you can create a more effective list. Stakeholders typically fall into two categories: those directly involved with a vested interest and those indirectly involved but interested for other reasons. Gathering data to build a stakeholder database may be necessary for new projects. Analysing power and influence helps create a segmented stakeholder register for personalized exchanges.

Develop your engagement program

Understanding the type of engagement required is crucial for an effective strategy. The stakeholder manager must determine if the engagement is consultative, where the company makes the final decision, or cooperative, where joint action is taken. Engagement plans should be adaptable and regularly evaluated, with pre-emptive and reactive strategies for new situations. The plan should outline strategies for each stakeholder group, fostering collaboration across different viewpoints. Building rapport with stakeholders requires planned, two-way communications through multiple channels, enabling real-time strategy measurement and opinion balancing.

Deliver measurable communications to stakeholders

Initiating engagement can follow two paths: one for stakeholders with an established relationship and another for new stakeholders, who require an introductory tone to gauge interest and relevance. Engagement tracks can include events, interviews, forums, opinion gathering, and regular communications via email, focusing on the concerns of each group. Every action must be measurable and analysable for future consideration. Stakeholders may change their group track properties during the process, and regular analysis will provide updates.

Consolidate, review and create reports

Regular review points throughout the campaign help assess individual engagements and identify potential issues before completion. Key questions to consider include whether the engagement reached the target audience, if the message was clear and understood, if the response tone was favorable, and if the objectives were achieved. Adjustments and second engagements may be necessary. At the end of the engagement program, results should be consolidated, reviewed, and disseminated, with stakeholders informed of any actions taken. The engagement plan should be evaluated for effectiveness, and learnings should be incorporated into future planning.

Step 1: Identify

Create a stakeholder register

Identifying stakeholders is crucial but can be complex and time-consuming, often leading to broad communications rather than targeted relationships. Misaligned interactions dilute messages and obscure communication. By focusing on key stakeholder characteristics, you can create a more effective list. Stakeholders typically fall into two categories: those directly involved with a vested interest and those indirectly involved but interested for other reasons. Gathering data to build a stakeholder database may be necessary for new projects. Analysing power and influence helps create a segmented stakeholder register for personalized exchanges.

Step 2: Plan

Develop your engagement program

Understanding the type of engagement required is crucial for an effective strategy. The stakeholder manager must determine if the engagement is consultative, where the company makes the final decision, or cooperative, where joint action is taken. Engagement plans should be adaptable and regularly evaluated, with pre-emptive and reactive strategies for new situations. The plan should outline strategies for each stakeholder group, fostering collaboration across different viewpoints. Building rapport with stakeholders requires planned, two-way communications through multiple channels, enabling real-time strategy measurement and opinion balancing.

Step 3: Engage

Deliver measurable communications to stakeholders

Initiating engagement can follow two paths: one for stakeholders with an established relationship and another for new stakeholders, who require an introductory tone to gauge interest and relevance. Engagement tracks can include events, interviews, forums, opinion gathering, and regular communications via email, focusing on the concerns of each group. Every action must be measurable and analysable for future consideration. Stakeholders may change their group track properties during the process, and regular analysis will provide updates.

Step 4: Review

Consolidate, review and create reports

Regular review points throughout the campaign help assess individual engagements and identify potential issues before completion. Key questions to consider include whether the engagement reached the target audience, if the message was clear and understood, if the response tone was favorable, and if the objectives were achieved. Adjustments and second engagements may be necessary. At the end of the engagement program, results should be consolidated, reviewed, and disseminated, with stakeholders informed of any actions taken. The engagement plan should be evaluated for effectiveness, and learnings should be incorporated into future planning.

Stakeholder Selection

SMART has a unique “no SQL required” data selection tool. Users can quickly make data selections by business unit, tags, recency, geo or organisation. Selections can be saved and re-used.

Tagging Function

Any tags that you use frequently in SMART can be added to the unique ‘My Tags’ function. You can drag any tag you see to your SMART list and you can drill down and view or select any of the stakeholders attached to those tags.

Event Planner

Event invitations can be sent directly from SMART and responses are tracked as soon as the recipient clicks to accept or reject the invite. You can publish reports based on the responses of the stakeholders.

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Rich feature set to gain efficiencies

SMART has a number of powerful core features that help you to more effectively and efficiently engage and manage your stakeholder relationships. Our continual improvement and development programme means that existing features are improved and new features are released regularly.

  • Identify existing stakeholders and research new stakeholders.
  • See connections between stakeholders and their organisations.
  • Permissions Management enabled automatically.
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Create powerful, cross-platform forms

SMART has a powerful on-line forms function which can be used to send surveys out to stakeholders. This is a crucial tool in finding new stakeholders who aren’t already present within in your database. No HTML knowledge is required as our forms are created easily through our user-friendly point and click interface.

  • Self Update: Stakeholders can update their information via a self-update form issued through the communication tool.
  • Gather Opinions Directly in the Tool: Survey responses are added to the stakeholder record and can generate reports. Forms posted on your website tag responses and send them to SMART, adding new stakeholders to your database.
  • Identify New Stakeholders on the Web: Create online forms to gather and classify stakeholder interest. SMART adds and tags stakeholders as soon as they fill in the form, which can be styled to match your website and branding.