Case Study | Technology

Automating Fund Management to Strengthen Donor Trust

Digitally transforming global fund management to enhance transparency, accountability, and donor confidence through AI-driven automation.

Overview

An international relief and development charity relied on disconnected systems and manual processes that slowed approval times and reduced visibility across sales and finance. 10Pearls implemented a unified Salesforce solution to automate workflows, centralize partner collaboration, and enable real-time visibility.

100% digitalization
of donor management workflows

Reduced admin overhead
by automating key processes

Challenge

Manual donation tracking led to inefficiencies, limited visibility, and inconsistent reporting. Lack of real-time data made it difficult to maintain donor confidence and measure program impact effectively.

Solution

10Pearls implemented a digital transformation using Salesforce Nonprofit Cloud with Program Management Module and Experience Cloud (Partner Portal) to centralize global program oversight. The AI-ready solution automated approval workflows, digitized partner collaboration, and introduced real-time analytics to strengthen accountability and compliance. By digitizing manual operations and enabling transparent, data-driven coordination across 40+ partners, the client achieved 100% paperless operations and dramatically improved visibility and efficiency across global humanitarian programs.

Customer

Global humanitarian organization

Services

AI consulting
Business process automation
Cloud
Strategy & consulting

tech stack

Experience Cloud
Nonprofit Cloud
Program Management Module
Flow Automation
Tableau CRM

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