Case Study: Harvard Management Company reduces operational risk and improves data integrity with Ignite Technologies

Creating a customized CRM with Pivotal

Harvard Management Company (HMC), the steward of Harvard University’s endowment, faced a disconnected technology environment that created data-integrity risks and inefficient, multi-step processes for managing donations and trusts. To address this, HMC engaged Ignite Technologies to deliver a customized CRM solution built on Pivotal CRM to unify contacts, trust management, payment workflows and document access across the organization.

Ignite Technologies implemented a tailored Pivotal CRM front end with integrations to Bloomberg pricing, accounting, document management and payment systems, enabling batch processing of trust payments, automated reconciliations and KPI reporting. The solution—rolled out in six months—reduced manual keying errors, improved data integrity and operational controls, allowed staff to process millions of dollars in trust payouts efficiently, and delivered scalable, organization-wide visibility and positive user feedback.

Harvard Management Company

Patrick Connla

Project Manager