
Tearfund dreams of a world where people are freed from poverty, experience transformation, and fulfill their God-given potential. As more churches get involved and more lives are touched, the organization is inspired to dream even bigger. By 2030, Tearfund hopes to partner with 250,000 churches, knowing that the support of others is key to turning this vision into a reality.
- Market segment: Nonprofit, NGO
- Thematic Area: Humanitarian, Community Development, Advocacy
- Region: Global, Non-Federated
- Project Type: Grant management and compliance tracking system
- Solution used: Salesforce, Amp Impact, Azure Services, Google Drive
With Salesforce and Amp Impact, Tearfund can
- Aggregate data from multiple platforms into a single source, streamlining operations and reducing fees
- Track project performance across 50 countries by collecting data on beneficiary reach, resource use, and impact on poverty reduction
- Make data-driven decisions through centralized project reports and dashboards
Goals
- Replace the fragmented legacy IBIS system with a Salesforce solution
- Implement a grant and partner management application (Levi) to govern projects and streamline financial and compliance processes efficiently
- Establish a single source of truth to improve cross-team collaboration and ensure seamless system interoperability
Challenges
- Manual data entry across multiple systems, spreadsheets, and documents was time-consuming and prone to errors
- Outdated, unsynchronized systems required excessive effort and no longer met the organization’s evolving needs
- Teams lacked a central place for project and budget data, making performance tracking difficult
- Compliance officers had no tailored system, leading to duplication of tasks
Solutions
- Salesforce and AMP Impact-based grant and partner management system called ‘Levi’
- Financial management, including partner payment requests/updates
- Azure Services for data synchronization
- Custom integrations with financial, user, and document management systems (Google Drive)
Approach
- Discovery and alignment meetings were conducted to gather requirements
- The process was structured into three phases: discovery, design, and four-week delivery sprints
- Levi was implemented, including design, configuration, testing, and deployment
- Utilized a hybrid/agile approach, train-the-trainer sessions, and user guides
- Provided roll-out assistance, Managed Services, and Amp Impact support
- Currently addressing ongoing updates and enhancements, including a partner portal and an assessment/form integration
Benefits
- Synchronizes data amongst systems in near real-time
- Aligns grant and project data for simplified compliance reporting
- Provides deeper insights into project performance through partner collaboration
- Enhances portfolio decisions by ensuring clear ownership and effective system use
High-level user capabilities
- Grant managers can effectively manage grants for partner organizations, ensuring compliance and optimal fund utilization
- Program managers can oversee all program aspects, including planning, implementation, progress monitoring, and impact measurement
Next Steps
- Explore the potential to bring in Grant Acquisitions Management to provide visibility across the organization to track grant values, burn rates, and financial and donor data in real time
Future Plans
- Current plans are improving and adapting the UI/X to reinforce user adoption/training through AI and in-app guidance. Along with exploring opportunities to bring in more business functionality into our Levi System
Goals
- Replace the fragmented legacy IBIS system with a Salesforce solution
- Implement a grant and partner management application (Levi) to govern projects and streamline financial and compliance processes efficiently
- Establish a single source of truth to improve cross-team collaboration and ensure seamless system interoperability
Challenges
- Manual data entry across multiple systems, spreadsheets, and documents was time-consuming and prone to errors
- Outdated, unsynchronized systems required excessive effort and no longer met the organization’s evolving needs
- Teams lacked a central place for project and budget data, making performance tracking difficult
- Compliance officers had no tailored system, leading to duplication of tasks
Solutions
- Salesforce and AMP Impact-based grant and partner management system called ‘Levi’
- Financial management, including partner payment requests/updates
- Azure Services for data synchronization
- Custom integrations with financial, user, and document management systems (Google Drive)
Approach
- Discovery and alignment meetings were conducted to gather requirements
- The process was structured into three phases: discovery, design, and four-week delivery sprints
- Levi was implemented, including design, configuration, testing, and deployment
- Utilized a hybrid/agile approach, train-the-trainer sessions, and user guides
- Provided roll-out assistance, Managed Services, and Amp Impact support
- Currently addressing ongoing updates and enhancements, including a partner portal and an assessment/form integration
Benefits
- Synchronizes data amongst systems in near real-time
- Aligns grant and project data for simplified compliance reporting
- Provides deeper insights into project performance through partner collaboration
- Enhances portfolio decisions by ensuring clear ownership and effective system use
High-level user capabilities
- Grant managers can effectively manage grants for partner organizations, ensuring compliance and optimal fund utilization
- Program managers can oversee all program aspects, including planning, implementation, progress monitoring, and impact measurement
Next Steps
- Explore the potential to bring in Grant Acquisitions Management to provide visibility across the organization to track grant values, burn rates, and financial and donor data in real time
Future Plans
- Current plans are improving and adapting the UI/X to reinforce user adoption/training through AI and in-app guidance. Along with exploring opportunities to bring in more business functionality into our Levi System
Andrew Whitcombe
Head of Global Systems Programme
“Honest conversations, feedback loops, and regular check-ins played a critical role over the lifetime of the project. We collaborated with Vera to ensure we not only celebrated our successes but also continually improved our ways of working. This process required trust—trusting and listening to the experts, and earning the trust of stakeholders. Vera Solutions was a key contributor to the success of the project.”
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