Unified CRM System for Global Non-Profit Organization to Enhance Data Management and Collaboration

The organization currently manages multiple disconnected CRM systems across various regions, resulting in data silos, duplication, outdated records, and fragmented operational workflows. This decentralization hampers data retrieval, collaboration, and security, limiting overall productivity and impact.

A large-scale international non-profit organization with extensive field operations and a dispersed workforce, seeking to streamline its global data management and operational workflows.

• Consolidate multiple CRM instances into a single, centralized platform to eliminate silos.
• Improve data quality by reducing duplicates and outdated records.
• Enhance global data access and retrieval efficiency.
• Strengthen security protocols by revamping access control and record management.
• Increase overall productivity and collaboration among a global workforce of over 65,000 employees.
• Implement scalable solutions that support ongoing system maintenance and updates.

• Centralized management of all organizational data, including contacts, projects, and field operations.
• Tools for merging, deduplication, and cleaning of existing records to ensure data accuracy.
• Role-based access control and record-level permissions to ensure security and compliance.
• Global task management and tracking capabilities accessible from any location.
• Integration with existing communication and productivity tools via APIs.
• Support for dynamic and customizable dashboards for different user roles.
• Deployment leveraging the latest platform APIs to ensure system stability and scalability.

• Existing CRM data sources for migration and consolidation
• Communication tools for operational workflow enhancements
• Security and access management systems
• Reporting and data analytics platforms for ongoing monitoring

• System must support a minimum of 65,000 concurrent users globally
• Data retrieval and processing latency should be under 2 seconds for most operations
• High availability with 99.9% uptime
• Compliance with international security standards and data privacy regulations

The project aims to streamline data management, reduce operational inefficiencies, and enhance collaboration across a dispersed workforce. Anticipated outcomes include significantly improved data accuracy, faster access to information, strengthened security controls, and increased productivity, enabling the organization to better fulfill its mission worldwide.