itau social case study

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.
+
+<!--truncate-->
+
+|                                          ![Itaú Social Impact](/img/itau_social.png)                                           |
+| :----------------------------------------------------------------------------------------------------------------------------: |
+| <b>Itaú Social's impact on Brazilian education in 2020. Source: [Itaú Social's website](https://www.itausocial.org.br/en/)</b> |
+
+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)                 |
+| :--------------------------------------------------------------------------------------------: |
+| <b>The current implementation integrates data from an API and SFTP server with Salesforce.</b> |
+
+#### 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).
+
+