InfoReady
By InfoReady Corporation
Institutions or departments sign up for InfoReady and receive dedicated access for administrators, applicants, and reviewers. Each user gets their own portal, making it easy to complete tasks and check statuses.
Administrators use InfoReady’s no-code, intuitive interface to create and customize forms, set up routing steps, and define review workflows without technical expertise. The platform allows for full control over form fields and routing options to match unique requirements.
Set up automated routing steps for application review, approvals, and notifications. Administrators can assign reviewers, set deadlines, and configure multi-stage or committee-based reviews as needed.
Before launching, the workflow can be tested internally to ensure forms, routing, and notifications function as intended.
Once configured, the process is launched and made available to applicants. Administrators monitor submissions, reviewer assignments, and deadlines through the centralized dashboard.
Administrators can modify workflows, forms, and deadlines as needed. InfoReady provides responsive customer support and 24/7 access to a help portal for troubleshooting and guidance.
InfoReady can be customized extensively to fit specific business needs. Here are the main points based on available data:
Form Design and Configuration
InfoReady provides a Form Designer Toolkit that allows administrators to fully configure forms.
Forms can be customized with different field types, section breaks, and conditional logic to create dynamic application experiences.
Administrators can use a drag-and-drop interface to easily arrange form fields and sections based on specific business processes.
Forms can be organized into multiple pages for easier navigation for users.
Workflow Automation and Routing
InfoReady supports the creation of custom workflows for submissions, allowing routing for approvals and reviews in both sequential and parallel setups.
Automated email notifications can be customized at different stages of the application or approval process, including acknowledgments, reminders, and decisions.
The system supports complex routing rules based on submission attributes, matching specific internal review processes.
Branding and Interface Customization:
Institutions can create custom-branded applicant portals to match their logos, colors, and institutional styles.
Single Sign-On (SSO) integration is available, allowing users to access the platform through institutional login systems, maintaining branding and security standards.
Different portals or dashboards can be configured for different groups of users (administrators, reviewers, applicants).
Reporting and Data Export
InfoReady allows for custom reporting, where administrators can filter and export submission data based on specific criteria relevant to their operational needs.
Reports can be scheduled or generated ad hoc and exported in common formats like CSV and Excel for further analysis or integration with other systems.
The software provides insight dashboards that can be tailored to show the most relevant metrics to a particular organization.
Use Cases and Application Areas
Beyond grant and funding management, the software can be tailored for award nominations, scholarship applications, administrative approvals, fellowship programs, and internal competition management.
Institutions can customize the system for project tracking, including interim progress reporting and outcome reporting for funded initiatives.
Ongoing Updates and Flexibility
InfoReady regularly incorporates customer feedback into its product development, adding features that improve configurability and customization.
The platform's updates often include enhancements to form logic, workflow automation, and reporting flexibility.
Integration with Institutional Systems
While InfoReady functions largely as a standalone platform, it supports data exports and custom reporting that can be aligned with other institutional tools and databases.
Training and Support for Customization
InfoReady offers onboarding support, webinars, user guides, and customer success managers to help institutions configure the system to their exact requirements.
InfoReady provides comprehensive training and support resources to ensure new users can effectively adopt and utilize the platform. The support ecosystem is designed to accommodate various learning preferences and organizational needs.
Onboarding and Implementation:
New clients begin with a formal onboarding process, typically starting with a kickoff call that transitions the relationship from sales to client services. An implementation specialist serves as the primary point of contact during this phase, guiding setup and initial training.
Administrators (“power users”) are encouraged to participate in site setup and attend training sessions. IT staff may be involved initially for Single Sign-On (SSO) configuration, but ongoing IT support is generally not required.
Training Resources:
Online Training Modules: The InfoReady Support Portal offers structured training modules for new administrators and users. These include step-by-step guides, how-to articles, and knowledge check quizzes to reinforce learning.
Video Tutorials and Webinars: Users have access to a library of how-to videos, recorded webinars, and live training sessions. Quarterly refresher webinars provide high-level overviews of core functionality, and specialized webinars focus on specific features or recent updates.
Role-Based Resources: The support portal organizes training materials by user role (administrators, applicants, reviewers), ensuring relevant and targeted guidance for each group.
Use Case Examples: Detailed guides and articles help users understand how to apply InfoReady to different processes, such as funding requests, awards, and research management.
Ongoing Support;
Support Portal: Available 24/7, the portal contains user guides, FAQs, webinar archives, and user forums. Users can submit support tickets directly from the portal for technical issues or quick questions.
Customer Service: A responsive support team is available by email and phone during business hours (M-F 8:30am–7:30pm ET) for more complex inquiries or troubleshooting.
Account Managers: For questions about account management, advanced training, or consulting, users can contact their dedicated account manager.
Community and Peer Support: InfoReady maintains a listserv and community forum where administrators can connect, share best practices, ask questions, and exchange templates.
Newsletters and Updates: New administrators are automatically enrolled in a monthly newsletter with tips, best practices, and product updates.
Additional Training Options
Consulting Services: Organizations can purchase additional consulting hours for specialized training or process optimization beyond the standard onboarding and support.
Self-Service and DIY Approach
InfoReady employs a comprehensive, multi-layered approach to data security, reflecting its "security-first" mentality and commitment to protecting sensitive information for higher education and government clients. Key security measures include:
1. Data Encryption
Sensitive information is encrypted during transmission and at rest, ensuring data is protected both online and offline. Users can verify secure connections via the lock icon and "https" in the browser address bar.
2. Access Controls
InfoReady enforces strict data use and access limitations for both personnel and vendors. Only employees who require access to perform specific job functions (such as customer service or technical support) are granted access to personally identifiable information.
The platform allows for role-based access, restricting data visibility and actions to authorized users only.
3. Authentication and Single Sign-On (SSO)
InfoReady can be fully integrated with institutional Single Sign-On systems, allowing users to log in with their institution's credentials for added security and convenience. External users can create secure accounts as needed.
4. Firewalls and Physical Security
Firewalls are in place to protect against unauthorized access, and physical access controls secure the facilities where data is stored.
5. Hosting and Vendor Security
InfoReady leverages reputable third-party hosting providers such as RackSpace, and carefully manages vendor relationships to ensure compliance with security standards.
6. Compliance and Security Certifications
InfoReady is a member of both StateRAMP and GovRAMP, organizations that provide rigorous, standardized cybersecurity frameworks for cloud service providers working with the government and education sectors476. Membership in these programs requires ongoing assessment and validation of security practices.
The platform offers HECVAT and SOC 2 reports, demonstrating adherence to industry-standard security and privacy controls.
7. Regular Security Updates and Patching
The platform is updated regularly with security patches, functionality improvements, and accessibility enhancements to address emerging threats and maintain compliance.
8. Administrative, Technical, and Physical Safeguards
InfoReady implements a combination of administrative policies, technical solutions, and physical protections to guard against data loss, misuse, and unauthorized disclosure.
9. Ongoing Security Monitoring and Best Practices
InfoReady maintains a team of security-focused IT professionals who stay current with cybersecurity trends, participate in ethical hacking discussions, and attend relevant conferences to continuously assess and improve the platform's security posture.
10. Data Privacy and User Rights
Release Frequency:
InfoReady follows a consistent and proactive update schedule, releasing new versions of the platform on a monthly basis. These monthly releases focus on enhancing functionality, security, and accessibility, as well as addressing user feedback and emerging needs3. In addition to these regular updates, InfoReady occasionally deploys additional releases between scheduled updates to further improve the platform.
Recent release notes confirm this cadence:
For example, Release 3.69 was deployed in April 2025, and Release 3.66 in January 2025, reflecting the platform’s ongoing commitment to frequent improvements.
Update Management:
Deployment Timing: Updates are typically deployed during off-peak hours (early mornings) to minimize disruption for users.
Scope of Updates: Each release may include new features, enhancements, bug fixes, performance improvements, and accessibility updates. Some releases focus on "under the hood" improvements to prepare for future features or streamline existing code.
Communication and Documentation: InfoReady provides detailed release notes for each update, which are accessible via the Support Portal. These notes outline new features, enhancements, bug fixes, and any changes to existing functionality.
Direct Client Communication: The InfoReady Support Team reaches out directly to clients affected by specific issues resolved in a release, ensuring transparency and support during transitions.
User Support: Clients have 24/7 access to a robust library of help tools in the Support Portal, including documentation on updates and new features.
Data Ownership:
InfoReady operates as a data processor on behalf of its client institutions, primarily in higher education. According to its privacy notice, InfoReady collects, uses, and shares data strictly by our agreement with your institution and under the instruction of your institution." This means:
The client institution retains ownership and ultimate control over all data collected and processed through InfoReady.
InfoReady uses the data only to operate, maintain, and provide the platform’s features as directed by the institution.
The institution determines how information is used, shared, and managed within the platform, including any sharing with third parties or external systems.
Data Portability:
While InfoReady’s privacy documentation does not explicitly use the term data portability, several features and policies support the ability for institutions to access, transfer, or integrate their data:
Institutions can request changes or deletion of their data and direct InfoReady regarding how their data should be handled.
InfoReady can be configured with inbound or outbound data feeds, enabling integration with other institutional systems and allowing data to be exported or imported as needed.
InfoReady provides reporting and export functionalities, allowing administrators to download data and reports for use outside the platform.
InfoReady is designed as an all-in-one, cloud-based platform that emphasizes scalability and flexibility to meet changing organizational needs, especially in higher education environments.
Key Points on Scaling with InfoReady:
Ready to Grow: InfoReady explicitly markets itself as a platform "ready to grow," indicating that it is built to handle increased workloads, new processes, and additional users as your organization expands. The platform consolidates multiple processes-such as competitions, forms, and requests-into one system, simplifying management as scale increases.
Unlimited Submissions and Users: InfoReady supports unlimited applications, submissions, applicants, and reviewers within its subscription model. This means organizations can scale up their usage without worrying about hitting artificial caps or requiring new licenses for additional users or processes.
Self-Service Configuration: The platform is designed for do-it-yourself administration, allowing organizations to independently create, launch, modify, and oversee processes without needing IT support or coding. This flexibility enables quick adaptation to both scaling up (adding new workflows, users, or departments) and scaling down (retiring processes or reducing usage) as needs change.
No IT Overhead for Scaling: Because InfoReady is web-based and requires no on-premises infrastructure, scaling up does not require additional IT resources or hardware. Similarly, scaling down does not leave organizations with unused infrastructure or sunk costs.
Centralized Platform: By consolidating all selection, approval, and workflow processes in one place, InfoReady allows organizations to streamline administration as they grow, reducing complexity and administrative burden.
Support for Organizational Change: InfoReady’s customer support and 24/7 help portal are available to assist organizations as they adjust their usage, whether scaling up to accommodate new programs or scaling down to streamline operations.
InfoReady’s website and public materials do not provide detailed, explicit terms for contract renewal and cancellation. However, based on industry standards for SaaS platforms serving higher education and the available context, the following key points summarize what can be reasonably expected and inferred:
Annual Subscription Model: InfoReady operates on an annual subscription basis, which is typical for similar workflow and process management platforms.
Automatic Renewal: Many SaaS contracts include an automatic renewal clause, meaning the contract renews for another term (often one year) unless either party provides advance notice of cancellation or intent not to renew.
Notice Period: Standard practice is to require a written notice of non-renewal within a specified period before the renewal date (commonly 30–90 days). The specific notice period would be defined in the contract.
Opportunity to Renegotiate: At renewal, both parties may have the opportunity to renegotiate terms, including pricing, scope, or service levels, before entering into a renewed agreement.
Confirmation and Documentation: Renewal is typically confirmed in writing (physically or electronically) and may require both parties to sign an updated agreement if any terms change.
Cancellation at End of Term: Organizations can generally cancel their subscription at the end of the current contract term by providing timely written notice, as specified in the contract.
Early Termination: Early termination (before the end of the contract term) is usually only permitted under specific conditions, such as material breach, insolvency, or mutual agreement. The contract may outline a required notice period and any applicable penalties or obligations upon early termination.
Termination for Breach: Either party may terminate the contract if the other fails to fulfill material obligations, typically after a cure period following written notice.
Termination Process: The cancellation process usually requires written notification (by email or registered letter), and the contract may specify the steps for returning confidential information and settling outstanding payments.
Refunds: Refunds for unused service after cancellation are uncommon unless specified in the contract or required by law.
Clear Triggers and Notice Periods: Contracts should clearly define what triggers renewal or termination, and specify the required notice periods to avoid ambiguity.
Surviving Obligations: Certain obligations, such as confidentiality or data return, may survive contract termination and should be outlined in the agreement.
InfoReady is designed for higher education and research institutions, where regulatory compliance and data security are critical. The platform meets several recognized compliance standards and frameworks:
Purpose: HECVAT is a standardized security assessment specifically developed for vendors serving higher education. It evaluates a vendor’s security posture and ability to protect sensitive academic and personal data.
InfoReady Status: InfoReady provides a completed HECVAT report, demonstrating its alignment with higher education security expectations and making it easier for institutions to assess the platform’s risk profile.
Purpose: SOC 2 is an industry-standard audit for service providers, assessing controls related to security, availability, processing integrity, confidentiality, and privacy.
InfoReady Status: InfoReady offers SOC 2 reports, which provide independent, third-party assurance that the platform’s internal controls are designed and operating effectively to safeguard client data.
Purpose: WCAG 2.1 sets requirements for web accessibility, ensuring digital platforms are usable by people with disabilities.
InfoReady Status: The platform is developed to meet WCAG 2.1 compliance, and a VPAT (Voluntary Product Accessibility Template) is available upon request, confirming its accessibility features.
Purpose: StateRAMP is a cybersecurity framework modeled after FedRAMP, designed for cloud service providers working with state and local governments. It establishes rigorous standards for data protection, including PII, PHI, and PCI data.
InfoReady Status: InfoReady is a member of StateRAMP, indicating that it follows the security controls and continuous monitoring requirements necessary for state and local government compliance.
