ServicesResearch Administration
Research Administration · Post-Award

Post-Award &
Closeout Automation

Closeout tracking, effort certification alerts, cost transfer workflows, subaward monitoring, and financial reporting automation — built on your existing Huron/CERES and Banner Finance systems.

3,500 overdue closeouts. Every one a potential audit finding.

Post-award management is where compliance risk accumulates. Closeouts that don't get done. Effort certifications that don't get signed. Cost transfers that sit in email queues. The Emory case — 3,500 overdue closeouts resolved through RPA and orchestration — is not an outlier. It's what happens when manual processes can't scale with award volume.

3,500+ awards overdue for closeout is common at mid-sized research institutions — each one a potential audit finding

Effort certification reminders are sent manually, tracked in spreadsheets, and frequently missed by faculty

Cost transfer requests require 4–6 manual approvals with no automated routing or documentation trail

Subaward monitoring depends on individual grant managers checking in manually — no systematic oversight

No-cost extension deadlines are tracked in email and calendars, with no automated escalation when action is needed

The Emory model, scaled for your institution.

3,500 → 0

Overdue closeouts eliminated

Emory reference case via RPA + orchestration

95%+

Effort certification completion rate

Without manual follow-up by staff

50–60%

Cost transfer processing time reduction

Via automated routing and documentation

98%+

Subaward compliance rate

With systematic automated monitoring

Six automation modules for the full post-award lifecycle.

Closeout Tracking & Automation

Automated closeout pipeline that identifies awards approaching end date, generates closeout checklists, routes final reports to PIs, and escalates overdue items. The Emory model: RPA + orchestration eliminated 3,500 overdue closeouts.

Huron/CERES · Banner Finance · eRA Commons

Overdue closeouts reduced from thousands to near-zero

Effort Certification Automation

Automated effort certification workflow with tiered reminders at 30/14/7/3/1 days before deadline. Automatic escalation to department chairs when faculty don't certify. Completion tracking dashboard for sponsored programs staff.

Huron · Banner HR · M365

Certification completion rates above 95% without manual follow-up

Cost Transfer Workflow

Automated routing for cost transfer requests with built-in justification templates, 90-day rule checking, and approval chain management. Complete audit trail generated automatically for every transfer.

Huron · Banner Finance · Workflow engine

Cost transfer processing time reduced by 50–60%

Subaward Monitoring

Automated subaward monitoring that tracks deliverable deadlines, payment milestones, and reporting requirements. Automatic alerts when subawardee reports are overdue. Risk-based monitoring intensity adjustment.

Huron · SAM.gov · Federal Audit Clearinghouse

Subaward compliance rate improved to 98%+

No-Cost Extension Management

Automated identification of awards eligible for no-cost extension, routing of NCE requests, and tracking of sponsor approval status. Alerts generated when NCE deadlines approach without action.

Huron/CERES · Sponsor portals · M365

Zero missed NCE deadlines from notification failures

Financial Reporting Automation

Automated compilation of financial status reports, budget vs. actual analysis, and sponsor-required financial reports. Data pulled directly from Banner Finance and Huron to eliminate manual spreadsheet compilation.

Huron · Banner Finance · Reporting tools

Financial reporting time reduced by 40–50%

Let's clear your closeout backlog.

30 minutes is enough to identify your highest-risk post-award automation opportunity and give you a clear picture of what's possible with your existing Huron and Banner systems.