From Excel to Notion: A New Collaborative Space for IDB

The Inter-American Development Bank (IDB) is the leading multilateral financing source for economic, social, and institutional development in Latin America and the Caribbean. With over 60 years of driving progress in the region, IDB stands out for its commitment to excellence and innovation in development project management.

One of IDB's teams managing a project in the Dominican Republic contacted us with a specific challenge: they needed to modernize their control and monitoring system for funded projects, a critical process to ensure alignment with multi-year execution plans (PEP). This system is fundamental for maintaining transparency and efficiency in managing resources destined for regional development.

The team faced several significant obstacles in their daily operations:

• Dependence on a massive Excel file with complex macros that took up to 10 minutes to load, causing major productivity bottlenecks
• Inability to work collaboratively in real-time, resulting in multiple versions of the same file
• Cumbersome document management process involving constant downloads, file renaming, and repetitive sending
• Risk of information loss and difficulty maintaining effective version control

We developed a Notion prototype that revolutionized IDB's project management:

1. Centralized Information System
   • Creation of a clear, hierarchical structure for information management
   • Integration of all project stages in a single digital space
   • Immediate access to information without significant loading times
2. Optimized Financial Management
   • Implementation of specific systems for procurement control (POA)
   • Detailed tracking of payments and budgets
   • Real-time dashboards for financial monitoring
3. Planning and Monitoring
   • Interactive timeline for visualizing activities and deadlines
   • Clearly defined roles and responsibilities system
   • Integrated analysis and query tools

The implementation of the new Notion system has generated tangible benefits:

• Operational Efficiency: Elimination of 10-minute waiting times, enabling instant access to information
• Enhanced Collaboration: Simultaneous work by multiple users without version conflicts
• Greater Control: Complete visibility of project progress and components
• Adaptability: Flexible system allowing adjustments and improvements based on emerging needs

The digital transformation implemented for this team at IDB demonstrates how the right technology can revolutionize project management in international financial institutions. The new system hasn't just improved operational efficiency - it has established a solid foundation for modern development project management within certain teams of the Institution.