**Customer Background**

A network of small and mid-sized non-profit organizations operating nationwide needed a unified and consistent way to measure financial health, giving trends, attendance patterns, and donor engagement. Each organization used different management and accounting systems, resulting in fragmented reporting and limited cross-organization insight.

**Objective**

The objective was to build a scalable cloud-based business intelligence platform capable of integrating diverse non-profit data sources-including QuickBooks, SQL Server, and non-profit management systems-into a standardized enterprise data model. The platform would enable leaders to monitor trends, benchmark performance across organizations, and drive improved donor engagement and attendance consistency.

**Approach**

- **Data Integration** - Connected QuickBooks, membership databases, and legacy non-profit systems using secure API integrations and Azure Data Factory pipelines.
- **Standardized Data Model** - Unified attendance, giving, donor segmentation, and retention metrics into a cross-organizational schema.
- **KPI Framework** - Defined consistent measures for weekly attendance, giving growth, donor tiering, digital giving ratios, and year-over-year comparisons.
- **Interactive Dashboards** - Built Power BI dashboards supporting forecasting, cohort analysis, and multi-organization benchmarking.
- **Multi-Phase Expansion** - Two-year iterative delivery including new datasets, automation improvements, and additional KPI categories.

**Outcomes**

- **Single source of truth** for giving, attendance, and engagement data across multiple non-profits.
- **Enhanced donor insight** with tier segmentation and multi-year contribution trends.
- **Improved decision-making** through standardized KPIs and real-time visibility.
- **Operational efficiency** by eliminating manual QuickBooks and attendance reporting.
- **Scalable onboarding** allowing new non-profits to join the platform with minimal setup.

### Organizational Cross Functional Performance | Executive Overview

Aggregated insights across Attendance, Giving, and Donor Engagement

Avg Weekly Attendance

2,430

+6.1%

vs prior year

Total Active Donors

482

+3.4%

Rolling 12-month count

YTD Giving

$1.18M

+8.7%

Across all giving channels

Percent Online Giving

29%

+1.2%

Digital engagement indicator

Donor Retention Rate

84.3%

+2.1%

Retained donors vs prior period

New Donors (YTD)

74

+15.5%

Based on onboarding growth

Recurring Giving Share

21%

+0.8%

Online recurring commitments

Engagement Index

78

+5 pts

Composite of 5 engagement pillars

#### Attendance Trend (Adult vs Youth)

Rolling 12 months with seasonal lift

#### Giving Trend vs Goal

Monthly goal attainment with variance bands

#### Donor Tier Segmentation

Distribution of givers by engagement tier

#### Donor Retention vs New Donors

Month over month view of relationship health

#### Giving Channel Mix

Online, in-person, and recurring giving by month

#### Engagement Index Radar

Holistic view of attendance, serving, and digital reach

*Dashboard simulated to respect customer confidentiality though based on actual project objectives*