The Rundown


Customer

OPIC, Department of Management & Administration

Project Overview

Modernizing OPIC’s web-based enterprise solutions to their Insight Platform, implemented with Salesforce, and replacing and retiring mission-critical legacy applications.

Mission

To support OPIC’s U.S. foreign policy mission with efficient and accurate project tracking and reporting that is transparently visible across the agency.

Contract Length

8 years

# of REI Employees Involved

10 total employees

OPIC Dashboard screenshot

The Challenge


The Overseas Private Investment Corporation (OPIC) is a self-sustaining U.S. Government agency that helps American businesses invest in emerging markets. OPIC’s mission is to mobilize this private capital overseas to help solve critical development challenges in other countries, ultimately advancing U.S. foreign policy.

The Department of Management & Administration (DMA) is an executive office within OPIC responsible for managing the agency’s facilities and assets and provides a wide range of support services to carry out the agency’s mission. However, with a burdensome, complex, and disjointed business system that had not been updated in 40+ years, DMA needed an upgrade. DMA’s workflows were segregated, time-consuming, and manual, which made it extremely difficult to manage and led to duplicative data entry in multiple systems. The Agency had minimal line of sight across the pipeline, aggregate reporting was burdensome and complex, and there was no authoritative data source for key elements.

Our Approach


REI supports OPIC DMA by modernizing a series of web-based enterprise solutions and replacing and retiring mission-critical legacy applications. REI focused on the solutions architecture and software development of OPIC’s applications as they were modernized to OPIC’s Insight Platform, implemented with Salesforce.com.

The REI team tackled this project in Agile phases to deliver workable prototypes and usable systems to DMA quickly. The first phase delivered a cloud-based system called the Insurance Operations Tracking Application (IOTA), which facilitates the collaboration, data sharing, and workflow of OPIC’s insurance product lifestyle. The second phase deployed the Finance Origination and Communication Utilities System (FOCUS), which migrated the system from its legacy platform to a Salesforce platform.

Because the project was delivered using Agile, OPIC was incrementally able to use IOTA, FOCUS, iFUNDS and POM. All systems now exist in the single Insight Platform, making the mission goals easily trackable and presenting the Agency’s mission all on one comprehensive dashboard.

Impact & Outcomes


In 2011, the President of OPIC, Elizabeth Littlefield, presented a Special Act of Service award to REI employees and other members of the project team for successfully migrating several years’ worth of data from the legacy APPX system into a modernized loans platform. The REI team was instrumental in the development and documenting of the data migration progress, as well as in executing several successful migration cycles of OPIC’s entire loan portfolio.

In 2016, DMA conducted a survey among 200 OPIC employees to determine user satisfaction with Insight. From the survey, 90% of users reported that they are active in the system with a 96% satisfaction rate with Insight’s data transparency.