Anyama — Digital transformation of management tools for an endowment fund

Client Context

Anyama is a non-profit endowment fund created in 2020, committed to supporting and funding projects with high social and environmental impact. Its mission: protecting the living world through three priority areas — forest protection, biodiversity preservation, and support for family caregivers.

The fund supports project leaders by providing financial resources, operational guidance, and personalized follow-up. The goal is to contribute to the sustainability of partner organizations and durably improve the effectiveness of their field interventions.

With a flexible and collaborative approach, Anyama manages a growing portfolio of supported projects, from initial funding requests through to partnership review follow-ups and evaluations by expert committees.

Project Objective

Like many growing funds and foundations, Anyama faced a major operational challenge: its no-code tools (Airtable, Jotform, Make) had been built incrementally but lacked structure, generating increasing administrative overhead and blocking limitations.

Key issues identified:

Fragmented database — The project-centric data model couldn't handle multi-project organizations. Duplicates, obsolete fields, and redundancies weighed down the Airtable base.

Rigid forms — Proliferation of Jotform forms for each situation, field duplication, and no holistic view for project leaders.

Complex budget management — Budgets scattered across multiple tables, no versioning, temporal inconsistencies, and frequent reading errors in interfaces.

Scattered evaluations — Review and evaluation fields spread across multiple tables, generating redundancies, inconsistencies, and cross-cutting exploitation difficulties.

Time-consuming tools — In particular, creating reports and dashboards for each initiative meant several days of work to prepare for the selection committee.

Anyama was looking for a partner capable of deeply restructuring its tools, automating its processes, and freeing up time for its strategic missions: analyzing applications, supporting organizations, and managing partnerships.

Solution

Capamoon designed a comprehensive transformation solution for Anyama's no-code ecosystem, combining data restructuring, interface simplification, and process automation.

The approach was organized around five key axes:

① Data model restructuring — Recentering the base around the Structure, Support Request, Funding, and Selection Committee entities. Mapping out relationships between entities and the data model to integrate business rules.

② Modeling of instruction and funding processes — Formalizing Anyama's business rules into structured workflows integrating the different stages of analysis, evaluation, selection, and funding follow-up. This approach secured decision-making processes, harmonized practices, and facilitated operational management.

③ Simplification of the application journey — Designing a smooth and situation-adapted funding request journey through dynamic forms that account for the project leader's profile, history, and type of support requested. This approach reduced re-entry, simplified the applicant experience, and decreased the operational complexity of form management.

④ Automated summary sheets — Automatic PDF sheet generation via Google Docs + Make, with expert opinion integration and dynamic updates in Airtable.

⑤ Cleanup and reliability — Duplicate removal, obsolete field elimination, format standardization, and automated consistency checks.

Without changing the technical stack:

No-code solutions like Airtable, Jotform, and Make are relevant. The teams being familiar with these solutions, there was no reason to change them. This brings a form of stability while gaining autonomy for the teams.

However, we combined no-code and artificial intelligence for code creation — for example scripts for Airtable automations, in Make, and partly for generating summary sheet content — where it added real value.

Implementation

The solution was deployed in progressive phases, with a planned migration period during the low-activity period (August – December 2025).

Phase 1 — Foundations: Airtable restructuring. New data model, cleanup, and migration of the existing base.

Phase 2 — Interfaces: Forms & Journey. Jotform redesign, Make automations, request journey, and PDF summary sheet automation.

Proven methodology

Discovery / Workshops with teams to understand processes and edge cases.

Design / Collaborative design of the data model and interfaces.

Development / Progressive build with controlled migration (base A to B).

Testing / Validation by Anyama's teams on concrete cases.

Support / Full training and documentation for autonomy.

Key challenge: Getting "non-technical" teams on board with this large-scale change involving abstract concepts.

The advantage was having on one hand a leader, Max, to drive but also challenge this change, and a "champion" on the client side, Audrey, who had both a tech-savvy profile and of course a sharp knowledge of the processes and business objectives.

Results & Benefits

The results of this transformation are both measurable and strategic:

Productivity gains — Automated summary sheets, major admin time reduction, simplified and guided forms.

Data reliability — Duplicate and redundancy elimination, normalized data model, automated consistency checks.

Scalability and autonomy — Modular and extensible architecture, trained and autonomous teams, fully documented processes.

User experience — Simplified request journey, role-adapted interfaces, accessible to non-technical users.

Conclusion

The Anyama project perfectly illustrates how a structured overhaul of a no-code ecosystem can transform the operations of a growing endowment fund.

By restructuring the database, simplifying forms, and automating key processes, Anyama can now focus its energy on what truly matters: supporting project leaders and maximizing the impact of its actions for protecting the living world.