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Secure Survey Management Portal for Religious Nonprofit with Dynamic Reporting and Multi-Tenant Access

buildableworks.com

Non-profit

Challenges in Managing Priest and Parish Surveys

The organization required an internal and customer-facing portal to efficiently collect surveys from priests, peers, and parish leaders. Existing processes lacked dynamic survey customization, automated communication workflows, and visual data analysis tools to support leadership development.

About the Client

A religious nonprofit organization focused on supporting church leaders through data-driven insights and organizational development.

Project Goals for Survey Management System

Develop a dynamic survey management system with configurable layouts and dependencies
Implement automated email workflows for survey distribution and follow-up
Create interactive visual reporting dashboards for priest and parish performance analysis
Establish role-based access control for multiple user types (administrators, consultants, priests, etc.)
Ensure secure public access points for survey participation
Integrate data export capabilities for further analysis

Core System Functionalities

Secure Priest Portal with role-based authentication
Survey Builder with dynamic logic and dependencies
Automated Email Template Management system
Visual Reporting and Data Mining tools
Advanced Filtering and Data Matching capabilities
CSV/JSON Data Export functions
Single Sign-On (SSO) integration
Task Scheduler for automated workflows
System Changelog for audit trails

Technology Stack Requirements

.NET Core

Angular

RxJS

TypeScript

Bootstrap

Entity Framework

SQL Server

AWS Cloud Services

External System Integrations

Infor Talent Science (personality assessment integration)
SendGrid (email delivery service)
ZeroBounce (email validation)
OAuth (authentication protocol)

System Quality Attributes

High-security standards for sensitive religious data
Scalable architecture for future phases
Responsive UI/UX across devices
99.9% system uptime SLA
Compliance with data protection regulations
Performance-optimized data visualization

Expected Business Impact of Survey Management Portal

The system will enable data-driven leadership development through actionable insights, reduce manual reporting efforts by 70%, improve survey response rates through automated workflows, and provide scalable infrastructure for future organizational growth. The portal will enhance decision-making capabilities while maintaining strict data security for sensitive priest and parish information.