Business Intelligence Audit of Regulatory KPIs

Case Study: Enhancing Data Capture and Reporting for a Non-Profit Organization

Service: Business Intelligence Audit
Industry & Size: Non-Profit & 3,300 employees
Key Challenge: Identify data definition gaps in data capture workflows, facilitate efficient data collection without overburdening staff, and automate reporting for ongoing monitoring.
BI Tools: VBA, SQL, Microsoft Forms, Power BI

Headline Result: All quality-related KPIs improved, with one KPI experiencing an increase of over 60%!

business intelligence audits; regulatory KPIs increasing

Summary:

The non-profit faced significant reporting inefficiencies and struggled to meet compliance deadlines due to reliance on manual spreadsheet processes. To address these challenges, I automated data entry using VBA macros and integrated various data systems, resulting in a remarkable KPI improvement of over 60%. Additionally, I implemented a notification system to capture data entry errors, ensuring consistent and reliable reporting. These automated workflows not only minimized manual labor but also enhanced data accuracy, enabling the organization to meet regulatory guidelines effectively.

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