Express of Interest (EOI) for CRM Merger to NPC instance and building opportunity management system.

BRAC is a development organisation that achieves large-scale transformation by empowering women and their families to overcome poverty and become resourceful and resilient.

Inspired by its 50 years of work in Bangladesh, BRAC innovates programmes across Asia and Africa that integrate social development with market-based solutions in partnership with local communities. As of 2023, BRAC is partnering with 17 countries, including directly operating in Afghanistan, Bangladesh, Ghana, Liberia, Myanmar, the Philippines, Rwanda, Sierra Leone, South Sudan, Tanzania, and Uganda.

BRAC is known for its community-led, holistic approach and delivering long-term impact at scale. The organisation works with communities in marginalised situations, hard-to-reach areas and post-disaster settings across Asia and Africa, with a particular focus on women and children. Born and proven in the south, BRAC has become a global leader in developing and implementing cost-effective, evidence-based programmes.

BRAC International (BI) is seeking a software firm to consolidate three Salesforce instances of BRAC UK, BRAC USA, and BI into one global CRM instance in the Salesforce Non-Profit Cloud (NPC) platform and develop a streamlined opportunity management system.

Objective

The aim of the project is to build a Global CRM that will pool the accounts, contacts, donors, and donor intelligence under one umbrella and provide functionalities and features to serve organization-wide requirements. This platform will help generate management and board reports on fundraising and offer data to prepare donor intelligence notes. It will also serve as a platform to coordinate between different programs and knowledge-sharing across BRAC, BI Head Office and operative countries.

Project Background

During September to November 2023, BI retained a third-party consultant firm to research and analyze the necessary requirements to establish such a global CRM system for the organization. During the consultancy tenure, the following deliverables were identified at a high level:

• User flows describing the high-level process for the proposed unified Opportunity management
• High level system landscape visually representing Salesforce features to be leveraged and integrations with other systems.
• Data model providing high-level design of different Salesforce objects and their relationships to each other.
• Security model contains what data each user privileges identifying the right access for Salesforce users and mapping Salesforce security features with BI’s business groups
• Epic and User stories of different personas with respective functional domains.
• Environment release strategies, approach and tools teams will use when building and deploying functionality in Salesforce
• Data mapping on the volume of datasets (i.e. standard and custom objects) and migration strategy
• Solution design document serving as an executive summary for the implementation project for the audience who want to have a quick high-level view, with the option of diving deeper into the separate deliverables as necessary.

Scope of work and expected deliverables:

The Consultant firm will systematically complete the consolidation of three separate Salesforce CRM instances into one global CRM for BRAC and build a unified opportunity management process following BRAC’s proposal development SOP and other relevant documents. BRAC International expects to work with a project manager who will oversee the project’s deliverables, coordinate regularly with the product/project manager from BRAC International, identify risks, propose mitigation plans, and ensure the project is completed within the timeframe.

The Terms of Reference (TOR) can be downloaded from https://docs.google.com/document/d/1lRpdr_PXyvbS78WCRUulj8yZYP-fuTfJxJKl1vpJNRI/edit