Industry
Charities & care
Referral automation, group reporting and back-office processes for providers and charities.
Case studies · Charities & care
Fortnightly manual extracts from the HR and payroll systems became automatic daily updates into one organised set of figures, with each manager seeing only their own teams.
The charity already used Power BI for HR reporting, but the data behind it was extracted by hand from the HR system and the payroll platform every two weeks. The flat data model limited what could be reported, and sharing was managed through basic filters rather than proper access control.