Business Intelligence Dashboard Development for Small Nonprofits

We manage the financial, payroll, and some operational data for our clients - various nonprofits across Canada. As a Canadian nonprofit, we have access to affordable modern solutions. We have started using them, but a lack of capacity is limiting our ability to expand their use and train our clients on how to use the information effectively. Our team is looking for a data wizard who can help us provide timely, accurate operational data to our clients through BI tools. The primary project requirements include: Evaluation and cleaning of financial and payroll data through automation and BI tools within the Microsoft Office & Dynamics 365 platforms A strategy document to outline: How will the data structures be connected? What does a prototype of the report look like? Execution: Build the reports that have been developed in coordination with the CEO Knowledge transfer: Document how the reports are developed, how a user will maintain, and how a report recipient might engage with the reports