Delivery of a strategic digital platform and financial systems integration for a global investment standard. Automation of lead capture and signatory engagement to streamline operations and enhance the organisation’s online authority.
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The brief
The Operating Principles for Impact Management (the “Impact Principles”) serves as the global standard for integrating impact throughout the investment lifecycle. Hosted by the Global Impact Investing Network (GIIN), the initiative required a sophisticated digital infrastructure to manage a growing network of global signatories, including asset managers and development finance institutions. The brief was to move beyond static content and establish a dynamic, data-driven ecosystem capable of handling complex signatory tracking and verification processes.
The challenge
As a framework promoting transparency and discipline in capital markets, the platform needed to handle high-value data with absolute precision.
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Data Complexity: The system had to manage real-time data feeds regarding signatory status, disclosures, and independent verification summaries.
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Operational Friction: Manual processing of lead capture and signatory engagement was becoming unsustainable as the network grew.
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Reporting Demands: Stakeholders required a “dynamic digital reporting framework” that could visualize complex impact management systems without manual intervention.
Our role
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Systems Architecture & Integration: We integrated advanced data visualisation systems directly with the core platform architecture. This involved establishing internal capabilities for real-time data integration, ensuring that the public-facing platform reflected the latest investment lifecycle data automatically.
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Automated Workflow Management: To improve operational efficiency, we automated critical business processes. We engineered API connections to handle lead capture, signatory tracking, and engagement workflows, removing manual data entry bottlenecks and reducing the risk of human error.
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Dynamic Reporting Framework: We delivered a bespoke reporting framework powered by automated data feeds. This allowed the organization to present “common and emerging practices” and disclosure statements in an interactive, accessible format, reinforcing their position as a standard-setter in the industry.
The outcome
The new integrated system has transformed how the Impact Principles interacts with its global signatory base.
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Operational Scalability: By automating key workflows through API connections, the organization can scale its signatory network without a linear increase in administrative overhead.
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Data Integrity: The move to real-time, automated data integration ensures that all verification and disclosure data remains accurate and up-to-date.
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Enhanced Engagement: The dynamic digital reporting framework has turned static financial disclosures into a valuable public resource for peer learning and industry advancement.
