Green & Blue International (G&B) is a global non-profit organization with an estimated 12 million members and locations in over 100 countries.
G&B receives 100% of its funding from member donations. Like many other global organizations, G&B is challenged with managing its operations across varied geographies and markets. This has been especially difficult with their antiquated Customer Relationship Management (CRM) system. This system is used to manage donations, support funding campaigns, organize volunteer assignments, and track donation trends for financial reporting and forecasting.
The current CRM system was developed in-house five years ago when G&B was much smaller. It is a highly complex system that is prone to user-entry errors and difficult to integrate with required third party applications.
Deloitte has been hired to advise G&B on implementing a new CRM system. The new system would need to be flexible and scalable enough to support future growth and expansion to additional countries, in addition to addressing other leadership concerns with the current system. G&B has been hesitant to take on this project for several years because of the high cost and risk to negatively affecting member donations.
Key considerations: