diff --git a/blog/2022-10-06-Monitoring-program-enrollment-in-Brazil.md b/blog/2022-10-06-Monitoring-program-enrollment-in-Brazil.md new file mode 100644 index 00000000000..fc8a283e439 --- /dev/null +++ b/blog/2022-10-06-Monitoring-program-enrollment-in-Brazil.md @@ -0,0 +1,116 @@ +--- +title: + Automated data exchange to enhance education program monitoring across Brazil +author: Aissatou Diallo +author_url: https://github.com/daissatou2 +author_image_url: https://avatars.githubusercontent.com/daissatou2 +tags: + [ + case study, + Brazil, + education, + SFTP, + Amp Impact, + M&E, + Salesforce, + workflow automation, + ] +featured: true +--- + +[Itaú Social](https://www.itausocial.org.br/en/) is one of the largest +organizations in Brazil dedicated to improving Brazilian public education. The +foundation manages programs to train education professionals, strengthen civil +society, offer online education to students, and conduct search in the education +sector. Itaú Social has trained 112,000 professionals and benefited 7.6 million +students across Brazil, according to Itaú's 2021 integrated annual report. + + + +| ![Itaú Social Impact](/img/itau_social.png) | +| :----------------------------------------------------------------------------------------------------------------------------: | +| Itaú Social's impact on Brazilian education in 2020. Source: [Itaú Social's website](https://www.itausocial.org.br/en/) | + +Itaú Social manages multiple programs, requiring collaboration with dozens of +stakeholders and education projects across Brazil. To better monitor impact +across its portfolio, Itaú Social began partnering with Vera Solutions in 2018 +to build a centralized M&E information system using Amp Impact, Vera's packaged +impact measurement and portfolio management app built on the Salesforce cloud +platform. For more on the Amp Impact solution, check out the Vera Solutions +[case study](https://www.verasolutions.org/portfolio/itau-social/?locale=en#:~:text=Founded%20in%201993%2C%20Ita%C3%BA%20Social,research%20in%20the%20education%20sector). + +To analyze impact across its immense network of partner organizations, programs, +and students, Itaú Social staff spend lots of time and money to manually export +and load data between multiple partner data systems and its M&E Amp Impact / +Salesforce solution. Exchanging data via manual, human-dependent processes also +increases the risk of human error, impacting data quality and data security +vulnerability, and makes it difficult to track data loading errors. + +Using OpenFn, Itaú Social has automated its most critical data exchange +workflows across partner systems, minimizing the need for staff to manually +migrate data to its M&E system. OpenFn enables automated data sharing, cleaning, +and reporting, thereby increasing efficiency and data quality of these +workflows. This has ultimately helped Itaú Social achieve faster, data-driven +decision-making and better outcomes for students across Brazil. + +![Brazil Students](/img/brazil_students.png) + +### Two source systems–one destination. + +OpenFn is helping Itaú Social consolidate data from two source data systems into +Amp Impact / Salesforce. + +| ![Itaú Integration Diagram](/img/itau_integration_diagram.png) | +| :--------------------------------------------------------------------------------------------: | +| The current implementation integrates data from an API and SFTP server with Salesforce. | + +#### Source 1 - Web API: + +Itaú Social uses an internal, custom-built system to collect and store important +information about partner organization registration and about enrollment data +for the students they serve. Using OpenFn's universal adaptors, OpenFn +automatically connects via this system's REST API. + +#### Source 2 - CSV File Exports saved on an SFTP Server: + +Itaú Social uses another system for its Polo distance learning platform called +CrossKnowledge Learning Suite (CKLS). CKLS does not have an available API, so +its administrators export program enrollment data every week and upload the CSV +export files to an SFTP server for OpenFn to extract and transform. + +#### Destination - Itaú Social's M&E Information System: + +Itaú Social implemented Amp Impact and Salesforce in partnership with +[Vera Solutions](https://verasolutions.org/), a social enterprise providing +cloud and mobile solutions for social sector organizations, to better track its +impact, streamline its operations, and create feedback loops for data-driven +decision making. + +To automate data exchange with the two partner source systems, OpenFn extracts +relevant data from the custom app API and the SFTP server, transforms the data +values and applies data cleaning rules to normalize the data, maps the data to +the Amp Impact data model, and finally syncs it to Salesforce. These workflows +run on a scheduled basis using the OpenFn hosted platform (see +[openfn.org](https://openfn.org)). + +**This OpenFn-powered solution has empowered Itaú Social to:** + +1. securely automate exchange of critical data across partner systems +2. deliver centralized data access and reliable data for enhanced program + monitoring to program staff and decison-makers +3. automate aggregation of program data to calculate indicator results +4. provide a more holistic picture of student enrollment and journeys across its + multiple programs + +As Itaú Social scales its digitcal ecosystem and programming, it is considering +extending its OpenFn implementation to integrate even more data sources with its +M&E system. + +If your organization is interested in automating its data exchange or reporting +workflows, you can check out the +[OpenFn Documentation site](https://docs.openfn.org/documentation/) and post +your questions on [OpenFn Community](http://community.openfn.org). To learn more +about Amp Impact for enhanced impact measurement and portfolio management see +[verasolutions.org](http://verasolutions.org). + + diff --git a/static/img/brazil_students.png b/static/img/brazil_students.png new file mode 100644 index 00000000000..90131948899 Binary files /dev/null and b/static/img/brazil_students.png differ diff --git a/static/img/itau_integration_diagram.png b/static/img/itau_integration_diagram.png new file mode 100644 index 00000000000..f01f0724745 Binary files /dev/null and b/static/img/itau_integration_diagram.png differ diff --git a/static/img/itau_social.png b/static/img/itau_social.png new file mode 100644 index 00000000000..88987174280 Binary files /dev/null and b/static/img/itau_social.png differ