Data-Driven Child-Services Non-profit Revamp

Industry

Child & Family Services

What we did

FP&A Transformation, Analytics Hub, Risk Management

Awards

Non-profit Data Excellence ’20

Objective

Modernize a $45 M program budget, cut variance <2 %, and boost grant capacity 25 %.

What we've done

1. Built a driver-based forecast model in Power BI & DAX.

2. Stood up Tableau/Redshift analytics hub with mobile UX.

3. Rolled out enterprise risk-management playbook; Lean Six Sigma DMAIC.

Creative Process

1. Needs Analysis | Interviews across 14 program directors.

2. Data Ingestion | ETL from QuickBooks, payroll, CRM.

3. Forecast Engine | Zero-based budgeting, Monte Carlo stress tests.

4. Risk Playbook | COSO mapping, heat-map workshop.

5. Training & Change | Lunch-and-learns, micro-videos, KPI gamification.

Results

Close time 8 → 3 days.

Audit findings -80 % year-over-year.

Grant capacity +25 %; unlocked new $6 M federal contract.

Mobile dashboards adopted by 100 % of directors within 30 days.

Conclusion

When frontline staff can see numbers in their pocket, finance stops being a black box and starts driving mission impact.

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