Modernizing a nonprofit’s data processes with self-service analytics

Background

A large nonprofit in the education space worked with Keyrus on a data initiative to combine institutional education data and provide researchers with deeper insight into student populations.

Challenge

Prior to this engagement, the organization was relying on static PDFs. Replacing manual work with self-service analytics would make it easier for institutions to make decisions and develop policies that would help students succeed. The self-service dashboards also needed row-level security to restrict access to data based on the user groups identified by the organization.

Approach

• Conducted a data source gap analysis • Developed Tableau dashboards • Incorporated row-level security so organizations could only see the data that they submitted • Developed an automated Tableau deployment process

Key results

Benefits

The organization now uses self-service analytics rather than relying on static PDFs that used to require three full weeks of 40 hours each week to create. The new dashboard suite is immediately available and easy for users to navigate, eliminating the tedious manual work. Overall, the data process is more efficient and intuitive for users.

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