· Copy Link Managing fundraising projects with scattered tools can quickly become a headache. Between tracking dossiers, coordinating teams, managing documentation, and ensuring communication traceability, financial institutions face a growing need for centralization, agility, and automation.
In this changing landscape, integrated management platforms like Elix stand out by offering an agile, customizable low-code environment to digitalize and streamline every step of the fundraising process.
Through a concrete real-world use case, let’s explore how Elix simplified and optimized the management of a portfolio of financial operations.
Context & Client Objectives
The following use case involves a leading Brokerage and Asset Management Company (AMC) based in Ivory Coast, specialized in financial intermediation, securities administration, and financial engineering.
As a key player in the UEMOA region, this institution manages an increasing number of fundraising projects that require cross-departmental coordination, real-time visibility, and strict compliance standards.
Facing a surge in project volume and growing process complexity, the company sought to modernize its investment operations management by adopting a platform that could:
- Centralize all fundraising project data in one place
- Automate key business processes and workflows (validation, review, reminders)
- Provide real-time visibility into fundraising statuses
- Reduce processing delays and minimize errors caused by tool fragmentation
- Strengthen traceability and reporting
How Did Elix Transform Fundraising Operations Management?
With Elix, the financial institution successfully implemented a centralized hub for managing all fundraising operations. All dossiers, documents, interactions, and workflows are now handled within a single, flexible, and finance-oriented solution.
Elix Modules | Use in this case |
Low-code Builder | – Modeling of business-specific objects (fundraising, investors, sectors) |
Agile Project Management, Ticketing | – Managing fundraising dossiers as projects |
Document Management | – Centralization of all related documents (contracts, financial statements, reports) |
Dashboards & KPIs | Real-time monitoring of: |
Administration & Roles | Role-based access control for analysts, managers, executives, etc. |
1. Defining Business Objects and Modeling the Workflow
The process began by structuring the business scope around the core business object “Fundraising”. To enhance data management and analysis, two complementary objects were also defined: “Investor” and “Sector.”
This modeling enables better classification, segmentation, and exploitation of project data across the workflow.
Using Elix’s integrated BPMN Editor, the key workflow phases were clearly and dynamically visualized:
- Phase 1: Initiation & Preparation
- Phase 2: Marketing & Roadshow
- Phase 3: Negotiation & Structuring
- Phase 4: Closing & Completion
Two additional statuses were also defined to cover all scenarios:
- Archiving : for completed projects
- Cancellation / Rejection : for interrupted or non-approved cases
This architecture ensures seamless tracking, full traceability, and perfect alignment with business realities.
2. Configuring Financial Project Management Views
Thanks to Elix’s built-in artificial intelligence, a dynamic synthesis view was created based on fields configured in the low-code builder. This centralized dashboard allows users to create, modify, sort, and filter all fundraising dossiers in a single workspace.
Elix AI Assistant automatically generates an SQL query from these fields and injects it into the table, ensuring real-time data visualization and zero technical intervention when creating or updating management views.
🎯 Result : Real-time data visualization with zero technical intervention
A shared dashboard was also deployed for all team members involved in a specific fundraising dossier, displaying associated tasks with progress indicators that update automatically.This setup provides a clear, real-time overview of each dossier’s progress, improving coordination and collaboration among team members.
All task columns, dashboard layouts, team roles, and processing timelines are 100% configurable within the app.
A Gantt chart was also configured to display planned start and end dates for each fundraising project, along with assigned team members. This visual timeline helps identify key phases, overlaps, and resource allocation with ease.
3. Generating Dashboards & KPIs
With Elix, managers benefit from a powerful reporting engine that can generate interactive, visual dashboards from simple SQL queries. In just a few clicks, users can:
1/ Choose a visualization type (pie chart, bar chart, line graph, etc.)
2/ Write or auto-generate the SQL query for their dataset.
This approach enables instant and insightful KPI visualization, supporting faster and more informed decision-making for fundraising projects.
➡️ Examples of implemented KPIs and visualizations:
📊 Dossier distribution by currency (pie chart): highlights currency diversification and potential risk concentration.
📈 Progress tracking by phase (bar chart): monitors portfolio progress and identifies bottlenecks in real time.
📉 Target fundraising trends (line chart): analyzes overall fundraising dynamics and anticipates future capital requirements.
Conclusion
By centralizing fundraising project management on a single, agile platform, Elix enabled this Asset Management Company to streamline workflows, accelerate dossier processing, and gain full visibility over its portfolio.
With its low-code architecture, integrated control modules, and automation capabilities, Elix positions itself as a strategic management tool for any organization looking to digitalize and centralize its business processes, whether in finance, government, industry, healthcare, or services.
With Elix, your tools no longer dictate your methods, your business defines your solution.
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