Partnership Accounting and Fund ManagementBusiness ChallengeThe Carlyle Group made a strategic business decision to strengthen their Investor Relationship Management capabilities. The two primary goals of this initiative were to improve the handling of Investor Requests and to manage fundraising opportunities more effectively by increasing visibility to both the Fundraisers and the teams that support them. Prior to the implementation of the system, Investor Requests were tracked manually and efforts across various groups were often duplicated and disjointed. The manual nature of the previously existing system made it difficult to configure an Investor Request Management system because there were no clearly defined business processes. In addition to the lack of clearly defined business processes the Investor Requests are handled by multiple different teams depending on the type and source of the request. Creating an efficient business process that accommodated the multiple different exceptions while still allowing for the flexibility needed by the organization required a complex business analysis and implementation. SolutionAcumen Solutions worked with the Partnership Accounting and Fund Management teams at The Carlyle Group to clearly define and develop a business process workflow which effectively and efficiently managed the Investor Requests process while also integrating fundraising capabilities into the solution. The solution included investor request management, investor management support, investor outreach, reporting, integration with their standard business applications, and the ability to manage fundraising opportunities. This solution enhanced The Carlyle Group’s business capabilities because Acumen Solutions:
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Practice Highlights "Deploying the right CRM system can make the difference in building customer relationships. Acumen Solutions was chosen because not only are they experts on Salesforce.com implementations but they really understood the importance of and the approach to integrating the ticketing data into Salesforce.com."
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