Development of a Dynamic Survey and Data Visualization Platform for Non-Profit Religious Organizations

The organization faces difficulties in efficiently collecting surveys from church leaders, managing complex user roles and permissions, and producing comprehensive visual reports that highlight strengths and growth opportunities. Existing manual processes hinder timely insights and strategic planning.

A regional religious non-profit organization with multiple parishes seeking to streamline survey collection and enhance data-driven leadership guidance.

• Develop a secure, role-based portal enabling survey management and user access control.
• Create customizable survey builders with dynamic layouts and dependency capabilities.
• Implement automated survey distribution with email template customization and communication rules.
• Enable real-time monitoring of survey collection progress within the portal.
• Generate comprehensive, visual reports to highlight organizational strengths and areas for improvement.
• Support data export in multiple formats (CSV, JSON) and ensure system scalability and security.

• Secure multi-role login system with validation and permissions management
• Advanced survey builder supporting dynamic layouts, dependencies, and content editing
• Automated survey distribution via customizable email templates based on client-defined rules
• Real-time tracking of survey collection progress accessible within the portal
• Data visualization dashboards for comprehensive analysis of survey results
• Data mining and filtering tools with advanced filtering options
• Export functionalities supporting CSV and JSON formats
• Single Sign-On (SSO) integration for seamless user authentication
• Content management system for survey and report content editing
• Task scheduling for automated survey reminders and report generation
• Comprehensive audit trail via system changelog
• CRM integration for enhanced data management

• Email service provider for notifications and templates
• OAuth for Single Sign-On authentication
• CRM systems for user management and data synchronization
• Third-party validation services for email and contact verification

• System scalability to support increasing survey volumes and users
• High availability with minimal downtime
• Data security compliant with relevant standards
• Responsive UI for desktop and mobile devices
• Fast report rendering and data processing to ensure timely insights

The new system aims to streamline survey collection processes, reduce manual effort, and provide dynamic, visually engaging reports. Expected benefits include improved leadership insights, with more timely data-driven decisions, enhanced engagement with parish leaders, and increased operational efficiency. The platform is anticipated to support increased survey volumes with high performance and security standards.