Enhance Nonprofit Reporting with API-Driven Power BI Dashboards

Building and Organization-Wide Reporting Infrastructure for Legal Services Nonprofit

A nonprofit legal services organization managed all case and client data across multiple program areas through a case management system (CMS). Reports on program performance, case trends and grant/funder compliance were being produced manually, upon request.

Developing a suite of Power BI dashboards, connected to the CMS through an API, around the distinct data needs of each of the programs focus areas allowed leadership access to consistent, real-time and reliable performance data for the first time — supporting operational and long-term strategic planning decision making, while reducing manual reporting time by approximately 40% through automation of recurring reports.