Summary Features
Research Lifecycle StageKey FeaturesRomeo AwardsRomeo CertificationsResearch Portal
Identify Award OpportunitiesProvide researchers with links and news feeds to important award information, opportunities and deadlines  Yes
Submit Applications    
Grand Award and Disburse Funds

    
Manage Research Projects and Portfolios

    
 in-kind contributions   
Monitor Activity and Performance

    
Researchers
Researchers

Spend more time on project research and less time on project administration.

Are you looking for an alternative to email, spreadsheets, papers and Post-It notes to manage your research funding and certifications? The Romeo Research Portal is a single, unified work-space which provides administrative support throughout the entire research life-cycle.
Identify Award Opportunities
  • View important funding links and information posted by your Office of Research Services
Submit Applications
  • Submit institutional applications for Awards or Certifications
  • Multi-user access enables collaborating with other researchers on all your research applications
  • Automated checks for application completeness minimizes application re-submissions
  • Automated routing and comment management simplifies management of review committee comments, feedback, application re-submission and approvals
  • Attaching files directly to your research application provides team members and stakeholders access to the complete application submission
  • Ability to export to common file formats (MS Word, MS Excel, PDF) ensures non-Romeo user access to application submissions
  • Ability to copy existing applications minimizes the need to rekey information across similar applications
  • Viewing the Workflow Log keeps you apprised on how your application is progressing through reviews and approvals
  • Viewing the Project Log provides you a snapshot of any changes made to your application after initial submission
  • Romeo reports generated by your Research Office on any previous or active projects expedites updating your CV for submission with your application
Grant Award and Disburse Funds
  • Track funding allocation and disbursement details including Cash and In Kind Requested and Awarded directly on your research award file
  • Associate Certifications and approvals directly with your research award file
Manage Research Project
  • Set-up task and milestone reminders to manage application completion, funding report deadlines and certification renewals
  • View reminders and event alerts in a simple, single interface to stay on top of all your administrative activities as a Principal Investigator, Project Team Member, Review Committee Member or Signing Authority
  • Report and track project risks, issues and events providing transparency among stakeholders
  • Automatically log all pre and post award project and certification file activity, making auditing a breeze
  • Manage administrative documents, including uploading, storing as well as tracking ownership control and status
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Research Office Administrator
Administrators

Streamline Research Management
Are you looking for an alternative to email, spreadsheets, papers and Post-It notes to manage your portfolio of research awards, prizes, contracts and certifications? Romeo provides a single, unified workspace which increases administrative productivity and reduces institutional risk throughout the entire research lifecycle.

Identify Award Opportunities
  • Easily share links and provide RSS feeds to keep researchers informed of award information, opportunities, deadlines, and funding policies
Submit Applications
  • Create your own online institutional Award and Certification application forms
  • Enable online certification applications in categories including:
    • Human Ethics
    • Animal Care
    • Bio Hazard
    • Environmental Impact
    • Radiation
  • Assign application reviewers and signing authorities for automated application routing
  • Enable reviewers and signing authorities to easily review, comment and approve applications online
  • Support continued compliance and funding by providing reminders and aggregated lists that help researchers and reviewers stay on top of research-related milestones and events
  • Automatically track¬† and log all application activity, including who made changes, when changes occurred, for reporting and audit purposes
  • Export application information to formats including Microsoft Word, Microsoft Excel or PDF for easy review online and by print
  • Review all institutional applications in a single, consistent work environment
  • Easily search and report on your portfolio of applications and researchers
Grant Award and Disburse Funds
  • Easily review and assess applications for internal awards
  • Manage and track award committee meetings, agendas, minutes, comments and decisions
  • Easily distribute notification of awards communications
  • Easily record and report on researcher and institutional application success statistics
  • Easily record and track project funding and disbursement details including Cash and In Kind amounts Requested and Awarded
Manage Research Project
  • Build milestone and task reminders to help researchers stay on top of Award and Certification reporting commitments and renewals:
  • Set-up Quick Links to conveniently stay on top of research file events, such as reports, amendments, Notice of Awards Approvals, review meetings, pending milestones and more
  • Manage communications, including scheduling meetings, establishing and communicating agendas, capturing meeting notes, and providing comments back to researchers
  • Report on research information regarding Funders, Departments, Researchers, Applications, Awards and Certifications in a few clicks
  • Easily manage documents, including uploading, tracking and monitoring their status from draft through to approval
  • Generate pre-defined letter and email templates with automated mail-merge capabilities to pull data from award and certification files
Monitor Activity and Performance
  • Project Logs make staying on top of project activity a breeze, by tracking:
    • Project changes, including what the changes were, who made the changes and when the changes occurred
    • Status of project activities such as application reviews, meetings, events, milestones
  • Generate activity and performance reports, pre-formatted and configurable, which describe:
    • Research activity and performance of researchers, teams, departments or custom-defined groups
    • Levels of collaboration across faculties, departments and institutions
    • Research enterprise strengths and weaknesses, opportunities and threats
    • Success against organizational strategies and accomplishment of objectives
    • Active research volume and funding
    • Status of project activities such as application reviews, meetings, events, milestones
    • Funding in pipeline
    • Active/completed projects
    • Successful/unsuccessful applications vs other institutions
    • Adherence to Ethics requirements
    • Adherence to funding organization reporting requirements
    • Average application processing time statistics
    • Committee and meeting activity and attendance
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Research Office Executive
Research Office Executives

Assure optimal performance of your research enterprise
Sleep well at night, confident that that all information about your institutional research activities is available wherever you are, through a single, on-demand, online interface. Research enterprise accountability, compliance and intelligence is available at your fingertips.

Identify Award Opportunities
  • Empower your research office to easily share links and RSS feeds that keep researchers informed of award information, opportunities, deadlines, and funding policies
Submit Applications
  • Improve Research Administration productivity by reducing complexity and effort to build, manage, review and approve institutional application forms
  • Attract and retain researchers by enabling them to easily apply for and manage awards and certifications online
Grant Award and Disburse Funds
  • Improve Research Administration productivity by reducing complexity and effort to build, manage, assess, and award internal awards
Manage Research Project
  • Reduce project costs by managing award and certification research administrative information in a single location
  • Reduce enterprise risk by making it easy for your Research Enterprise to:
    • Enter, track and manage funder reporting requirements
    • Apply for, approve and maintain all necessary certifications
    • Maintain the flow of post-award funding by using system generated reminders to ensure submission of key funder reports
    • Monitor regulatory compliance regarding:
      • Human Ethics
      • Animal Care
      • Environmental Safety
      • Bio Safety
      • Radiation
    • Query researcher activities and funding relationships to reduce likelihood of review board member Conflicts of Interest
    • Easily audit research projects using Workflow and Project Logs
    • Minimize protocol deviations through adverse event reporting and tracking
    • Track and monitor application amendments, adverse events, renewal dates, compliance deliverables, and more
Monitor Activity and Performance
  • On-demand pre-formatted and custom reports give you immediate access to information about:
    • Research activity and performance of researchers, teams, departments or custom-defined groups
    • Levels of collaboration across faculties, departments and institutions
    • Research enterprise strengths and weaknesses, opportunities and threats
    • Success against organizational strategies and accomplishment of objectives
    • Active research volume and funding
  • Ensure traceability of pre- and post-award research project activities through workflow and project logs which track research file changes, who made the changes and when the changes occurred
  • Promote Research Enterprise productivity and performance improvements through pre-formatted and customized reports describing:
    • Research activity and performance of researchers, teams, departments or custom-defined groups
    • Levels of collaboration across faculties, departments and institutions
    • Research enterprise strengths and weaknesses, opportunities and threats
    • Success against organizational strategies and accomplishment of objectives
    • Active research volume and funding
    • Status of project activities such as application reviews, meetings, events, milestones
    • Funding in pipeline
    • Active/completed projects
    • Successful/unsuccessful applications vs other institutions
    • Adherence to Ethics requirements
    • Adherence to funding organization reporting requirements
    • Average application processing time statistics
    • Committee and meeting activity and attendance
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