Case Study
Leading the Development of a Grant Management Platform for One of India’s Largest Banking CSRs – Rs. 800 Crs Annual Disbursal across 200+ Projects
Project Overview
In collaboration with Dhwani RIS, 10x Impact Labs provided a dedicated Product Manager Consultant to assist in the development and rollout of a Grant Management Platform for a prominent Corporate Social Responsibility (CSR) initiative within one of India’s largest banking organisations. The platform aims to enhance the efficiency of grant management processes, improve transparency, and track the impact of funding initiatives effectively.
Engagement Structure
A team of 1 consultant served as the Product Manager for this 6-month engagement, acting as the liaison between Dhwani's technical team and the CSR client. The consultant's role was critical in ensuring that project goals were aligned and that communication flowed smoothly between all stakeholders.
Key Objectives
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Project Requirements Definition:
Collaborate with both Dhwani and the CSR client to identify and document the specific requirements for the Grant Management Platform.
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Timeline Management:
Establish a realistic timeline for the project, ensuring milestones were met and deadlines adhered to.
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Technical Oversight:
Oversee the technical development of the platform, ensuring that it aligns with the agreed-upon requirements and specifications.
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Cross-Functional Collaboration:
Facilitate communication between technical and non-technical teams to streamline decision-making and address challenges as they arise.
Methodology
The engagement employed a structured approach to manage the complexities of developing the Grant Management Platform:
Requirements Gathering:
Conducted workshops and meetings with stakeholders from both Dhwani and the CSR client to gather comprehensive project requirements. Documented functional and non-functional requirements to guide the development process.
Timeline Planning:
Developed a project timeline with clear milestones and deliverables, regularly updating stakeholders on progress. Implemented project management tools to track timelines and ensure accountability.
Technical Development Oversight:
Worked closely with the technical team to monitor development progress, ensuring alignment with project specifications. Facilitated regular check-ins and stand-up meetings to address any technical challenges promptly.
Stakeholder Communication:
Served as the primary point of contact for all project-related communications, ensuring that all stakeholders were informed and engaged. Coordinated feedback loops between the CSR client and technical team to refine the platform's features based on user input.
Skills Applied
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Product and Project Management
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Stakeholder Engagement
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Technical Oversight & Coordination
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Requirements Analysis & Documentation
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Agile Development Methodology
Outcome & Deliverables
- Grant Management Platform: Successfully developed and launched a robust platform that streamlines grant management processes for the CSR client.
- Enhanced Transparency: The platform provides improved visibility into grant allocation and usage, enabling better impact tracking and reporting.
- Efficient Communication: Established clear communication channels that facilitated collaboration between technical and non-technical teams, ensuring alignment on project goals.
Impact
The rollout of the Grant Management Platform has significantly improved the efficiency and effectiveness of the CSR’s grant management processes. By fostering greater transparency and enabling better tracking of impact, the platform empowers the CSR organisation to make informed decisions regarding its funding initiatives, ultimately enhancing its contributions to community development. 800 crore INR handled annually for disbursal ~200 funding projects created monthly 38 focus areas
Duration
6 months