<\/head> Purpose: This proposed investment is for a consultant to automate the generation of over 2,000 annual fundraising reports and develop user\-friendly dashboards. These improvements will streamline reporting processes, establish a self\-service model for fundraisers, and build internal expertise for long\-term success. <\/span><\/span><\/p> Background and\/or Current State: Currently, over 2,000 annual fundraising reports are generated manually, consuming significant staff time and resources. This process is inefficient and limits the ability to focus on strategic initiatives. Fundraisers also rely heavily on support teams for standard reports, further stretching resources. <\/span><\/span><\/p> Scope of Engagement:<\/span><\/span><\/b> <\/span><\/span><\/p> • Automate the generation of annual fundraising reports using preferably PowerBI (or potentially existing other platforms available.)<\/span> <\/span><\/span><\/span><\/li> • Design and implement dashboards that allow fundraisers to access standard reports independently.<\/span> <\/span><\/span><\/span><\/li> • Provide training and knowledge transfer to internal teams to ensure effective maintenance and use of the PowerBI models and dashboards. <\/span><\/span><\/span> <\/span><\/span><\/li> <\/ul> Expectations:<\/span><\/span><\/b> <\/span><\/span> <\/div> • Eliminate manual effort in generating reports, freeing staff to focus on higher\-value activities.<\/span> <\/span><\/span><\/span><\/li> • Enable fundraisers to access standard reports in a self\-service format, reducing reliance on support teams.<\/span> <\/span><\/span><\/span><\/li> • Equip the internal team with the skills to maintain and enhance PowerBI models and dashboards for sustained efficiency. <\/span><\/span><\/span> <\/span><\/span><\/li> <\/ul> Deliverables:<\/span> <\/span><\/span><\/b> <\/div> • A fully automated system for generating annual fundraising reports.<\/span> <\/span><\/span><\/span><\/li> • PowerBI dashboards designed for self\-service access by fundraisers.<\/span> <\/span><\/span><\/span><\/li> • Training sessions and documentation to build internal expertise and ensure seamless knowledge transfer.<\/span><\/span> <\/span><\/li> <\/ul> <\/div><\/span> <\/body> <\/html>

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