Client Overview
SDF is a Non -Profit Organisation which enable donors and nonprofit partners to tackle the most critical needs facing San Diegans
Challenges
- Lack of a centralized data system making it challenging to track donor engagement, manage financial records, and evaluate program effectiveness.
- Inconsistent reporting from duplicate, outdated, and conflicting data, leading to unreliable insights.
- Manual data reconciliation and reporting caused operational inefficiencies, diverting time and resources from mission-driven work.
- Lack of an Enterprise Data Warehouse (EDW) reduced financial transparency, making real-time reporting difficult and limiting donor trust and accountability.
- Limited real-time insights and centralized data hindered performance tracking, affecting strategy refinement and impact optimization.
- Unpredictable revenue from donations and grants made financial forecasting and long-term planning difficult for non-profits.
- Complex funder reporting requirements increased administrative burden and demanded precise budget tracking.
- Pressure to demonstrate measurable impact required non-profits to provide clear, data-driven results to secure and sustain funding.
Our Approach
- Implemented a centralized EDW to unify data sources, enabling real-time, transparent financial reporting and enhancing stakeholder trust.
- Created detailed Fund Statements to ensure transparent, accurate financial updates and build donor trust.
- Implemented embedded Power BI for interactive, real-time reporting, automating insights on fund use and impact to support better decision-making.
- Utilized Power BI Paginated Reports and Solver to generate accurate financial statements, ensure funder compliance, and optimize fund allocation through improved trend analysis.
- Streamlined data management by cleansing and consolidating records to ensure accurate, consistent, and trustworthy reporting.
- Implemented Solver to improve planning and budgeting by using historical and real-time data for accurate projections, scenario modelling, and multi-level budgeting—enhancing resource allocation and financial decision-making.
- Implemented data-driven tools and reporting systems to help non-profits measure, track, and clearly communicate their impact, supporting funding sustainability.
Results & ROI
Our solution delivered measurable impact across operational efficiency, data accessibility, and decision-making speed:
- Improved data accuracy and financial transparency, enabling real-time insights and reducing manual reporting by 95%.
- Embedded Power BI enabled real-time, interactive reporting, reducing manual efforts by 95% and improving decision-making speed.
- Centralizing data improved transparency and real-time reporting, reducing errors by 98% and manual work by 90%.
- Improved data accuracy and consistency, saving significant time in data reconciliation and boosting confidence in financial insights for better decision-making.
- Solver boosted budgeting accuracy by 90% and cut forecasting time by 95%, improving resource allocation and financial planning.
- Empowered 60–80% of business users with self-service reporting, significantly lowering reliance on IT and speeding up access to insights.
