System Modernization for Non-Profit Client to Enhance Data Management and Reporting

The organization experiences limitations with its current client management system, resulting in scattered reporting, inefficient workflows, and challenges with data security and integration. Manual processes and external data handling hinder timely decision-making and service delivery, necessitating a modernized, integrated solution within budget constraints.

A non-profit organization dedicated to supporting vulnerable populations, managing client data, internal workflows, and reporting requirements across multiple regional centers.

• Develop a phased system upgrade plan to enhance reporting, usability, and reliability.
• Implement centralized data management to improve data security and accessibility across operational stages.
• Leverage modern technologies such as cloud migration, Power BI for dynamic reporting, and LowCode/NoCode platforms for cost-effective development.
• Integrate authentication and security features including Single Sign-On and system monitoring to enhance security posture.
• Streamline workflows by centralizing information, managing appointments, and incorporating client journey tracking.

• Phased upgrade approach maintaining on-premises deployment initially, with eventual migration to the cloud for scalability and remote access.
• Implementation of an internal analytics dashboard or reporting platform utilizing Power BI.
• A centralized data repository separating documentation from core databases to improve performance and security.
• Integration of secure Single Sign-On (SSO) and system monitoring tools for ongoing security compliance.
• Features to support appointment scheduling, client notes readability, letter and form integration, and client journey timelines.

• External authentication providers for Single Sign-On
• Internal data repositories for document and client data storage
• Reporting tools such as Power BI
• Workflow management systems

• High system reliability and availability, supporting remote access.
• Secure data handling with access controls and monitoring.
• Scalable infrastructure capable of supporting additional data and users.
• Responsive performance with optimized data processing and reporting.

The project aims to deliver comprehensive understanding of current system limitations, enable informed investment decisions, and significantly improve operational workflows. Expected outcomes include more streamlined reporting, increased system reliability, enhanced security, and cost-effective scalability—potentially reducing manual reporting efforts and supporting better service delivery within budget constraints.