turnKeyRM & Salesforce

Stakeholder management

Research is fundamentally about people and organisations. Every project relies on a network of researchers, partners, participants, and funders working together over time. Managing these relationships consistently and visibly is critical to delivering outcomes.

turnKeyRM provides a structured way to manage:

• Researchers, participants, partners and funders
• Institutional relationships and roles across projects
• Engagement history and communications
• Real-time visibility of project status

This creates a single source of truth for all projects, making it easier to manage portfolios, track progress, and respond to issues early.

Project lifecycle management

From concept to closure, turnKeyRM supports the full lifecycle of research projects. It reflects how research is actually delivered, moving through defined stages with governance, approvals, and changing levels of activity over time. This provides continuity from early idea through to completion and reporting.

Key capabilities include:

• Project setup with consistent structure and governance
• Stage-based lifecycle tracking (e.g. proposal, active, completed)
• Milestones, deliverables, and dependencies
• Real-time visibility of project status

This creates a single source of truth for all projects, making it easier to manage portfolios, track progress, and respond to issues early.

Finance & resourcing

Research funding is rarely simple. Projects often involve multiple organisations, funding sources, and timelines that need to be coordinated and reported accurately. Financial management needs to reflect this complexity without becoming unmanageable.

turnKeyRM is designed to handle:

• Multi-partner funding structures
• Multi-year project budgets
• Allocation across organisations and workstreams
• Resource planning and tracking

It supports flexible reporting cycles, be they annual, six monthly, or quarterly. Financial reporting aligns with funding agreements rather than forcing teams into rigid structures.

Research governance

Governance is built directly into the way work is managed, not layered on afterwards. Research organisations need to manage ethics, risk, compliance, and obligations as part of everyday operations, not as separate processes. Embedding these controls ensures visibility and accountability throughout the lifecycle of each project.

turnKeyRM provides

• Ethics approvals and compliance tracking
• Risk identification and management
• Obligations and reporting requirements
• Incident tracking and resolution

This ensures governance is visible, auditable, and embedded in day-to-day operations.

IP management

Intellectual property is a core outcome of research and needs to be actively managed. It is not enough to capture outputs at the end of a project; organisations need visibility of IP as it is created, shared, and developed. Clear tracking supports both compliance and commercialisation.

turnKeyRM enables:

• Tracking of IP generated through projects
• Linking IP to contributors, organisations, and funding sources
• Visibility of ownership, obligations, and status

This helps organisations protect, manage, and leverage their research outputs with confidence.