State investment CRM for SEDECO Jalisco
Real-time visibility into the entire investment portfolio. Reports to the governor generated automatically.
The Jalisco Ministry of Economic Development (SEDECO) managed investment projects in Excel. Manual follow-up, with no visibility into the pipeline or state KPIs.
A CRM built for state investment: opportunity capture, a pipeline with custom stages, owner assignment and automatic executive reports for the cabinet.
How we built it
- 01Requirements gathering with multiple SEDECO areas to understand the real workflows
- 02Configurable pipeline with stages specific to the state investment cycle
- 03Owner assignment module with roles (analyst, director, secretary)
- 04Automatic executive reports with an executive summary for the governor's cabinet
- 05Full audit trail of actions to comply with the Jalisco Transparency Law
- 06On-premise deployment on Government of Jalisco infrastructure
The impact in numbers
Real-time visibility into the entire investment portfolio. Reports to the governor generated automatically.
What we did, mapped to our services
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