(RFP500326) Consultant, Partner Systems Strategy & Design

• Centralizes data, including private and confidential information.
  
• Facilitates collaboration between partners and the Alliance via an online platform or tool.
  
• Reduces manual workload and sustains automated workflows and reporting.
  
• Aligns with the Alliance’s project lifecycle and compliance framework.
  

• Conduct consultations with key stakeholders involved in the project lifecycle (e.g., GMU, PLANS, Research, Legal, Finance, IT, and external partners).
  
• Document the current ("as-is") process flow for sub-agreement approval and management, including recent improvements.
  
• Identify bottlenecks, compliance risks, redundancies, and process gaps.
  
• Coordinate with internal units and experts involved in ongoing partner management improvement initiatives.
  

• Develop a proposed ("to-be") process model for sub-agreement management covering:
  
• Initiation.
  
• Multi-level approvals.
  
• Review of technical and financial reports.
  
• Expense booking and payment processing.
  
• Partner-facing workflows.
  
• Collection of partners’ information (e.g., banking details) for sub-agreement drafting, including integration of external data inputs.
  

• Review the Alliance’s current ERP and IT systems for integration feasibility.
  
• Conduct a comparative analysis of potential off-the-shelf or custom solutions (e.g., SmartSimple, Salesforce).
  
• Recommend a shortlist of tools, including:
  
• Basic cost-benefit analysis.
  
• Estimated implementation timelines.
  
• Propose pilot testing options for the recommended solution(s).
  

1. Inception report, including a stakeholder engagement plan and methodology.
   
2. Visual and narrative process maps of current and future-state workflows.
   
3. Business Requirements Document (BRD) outlining functional and technical specifications.
   
4. Comparative analysis of 2–3 potential software solutions or system enhancement paths.
   
5. Final report and presentation detailing findings, recommendations, and proposed next steps.
   

Requirements

• Proven expertise in business-process reengineering and digital transformation, preferably in international development or research sectors.
  
• Experience in sub-agreement, grants, or partner management systems/ nonprofit, research, grant management, or international organizations.
  
• Familiarity with ERP integration and SaaS tools relevant to project lifecycle and compliance.
  
• Strong facilitation and stakeholder engagement skills.
  
• Excellent analytical and documentation capabilities.
  
• Fluency in both written and oral English is essential; while working or basic knowledge of Spanish is an advantage.
  
• Ability to work with ambiguity and take ownership of deliverables and manage multiple concurrent projects independently.
  

Benefits

1. A detailed curriculum vitae (CV) (using the candidate’s last name, first name for ease of sorting).
   
2. In the CV, including the names and email addresses of three professional referees who have worked with you and are knowledgeable about your skills and professional abilities.
   
3. A technical proposal outlining methodology, team profile (if applicable), and timeline together with at least 2 references or examples of previous similar work.
   
4. A financial proposal, mentioning the proposed consultancy fees for the period, indicated in daily USD.