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Information Management System; Transparency International

After deciding the overall architecture and direction for developing our new CRM system to manage casework and related data, we needed a technical partner. DFS led technical development of the platform, piloted it in three countries, and led the roll-out to 27 countries (covering all regions). We relied heavily on DFS not only for the technical side of developing the platform, but also for preparing the training materials and leading the training with our in-country partners adopting the platform.

Alison Matthews
Programme Lead, Advocacy and Legal Advice Centers (ALACs) Transparency International
Crisis context/scope of workFight against corruption globally 
Geographical scope27 countries across the globe
Project periodAugust 2019 – September 2021
Donors/partnersTransparency International
BudgetUSD 187,000
Technologies used:Salesforce, Salesforce Apex, Python
ProblemDFS’ solution
Transparency International (TI) works to end global corruption in partnership with government, business, and civil society. 
In early 2009, the TI Secretariat in Berlin (TI-S) began utilizing a database to provide its national chapters with a case management system to manage corruption information securely and efficiently. Today, TI’s successful program requires an updated data platform and the support of a more secure CRM (Customer Relationship Management) solution. As with most growing organizations, TI’s technologies need regular updating to allow for better digital records management and client communications.		DFS led TI through a detailed consultative process, including interviewing national chapters, to gather business intelligence on the technical requirements needed for a more suitable database. 
Ultimately, TI and DFS selected a new environment for the information management system. DFS developed the roll-out roadmap, designed the prototype, and provided testing and training. 
The new information management system now serves twenty national chapters of TI, allowing offices to process data, information, and documentation faster and more securely and to create analysis and manage client complaints and cases.