Project – Salesforce and Data Management Integration for Hope and Homes for Children
Project Description
In my role as Senior Monitoring & Evaluation Analyst at Hope and Homes for Children, I led the integration of Salesforce with other Monitoring & Evaluation (M&E) tools to establish a centralized data management system. This integration was instrumental in optimizing data flow, automating reporting, and facilitating real-time analysis across child welfare programs. The project’s primary objective was to support data-driven decision-making and improve service delivery outcomes for child welfare initiatives throughout South Africa.
The integration with Salesforce enabled a seamless aggregation of program data from multiple sources, streamlining how information from various regions and projects was managed and analyzed. By connecting Salesforce to Power BI, I introduced a dynamic reporting system that provided stakeholders with real-time access to key performance indicators (KPIs). Critical program metrics such as child placements, family reunifications, and other essential outcomes were visualized through interactive dashboards, offering a clear view of progress on both national and regional levels. This setup empowered stakeholders to monitor impact and adjust strategies based on current, reliable data.
Additionally, I collaborated closely with program managers and funding bodies to tailor custom reports and develop specific program indicators. This customization ensured that the reporting met the varied needs of funding organizations, enhancing transparency and allowing each stakeholder to track outcomes relevant to their investment.
Key System Features
1.Data Integration and Automation: I facilitated the connection between Salesforce and Power BI, allowing for automated data aggregation and seamless updates across systems. This integration reduced manual data entry, minimized errors, and ensured data accuracy in reports.
2.KPI Tracking and Custom Indicators: I worked with stakeholders to develop meaningful KPIs that aligned with organizational goals, such as child placements and family reunifications, and set up custom indicators for specific program outcomes. This tailored approach met the unique reporting needs of each program and funding organization.
3.Real-Time Data Visualization: With Power BI dashboards linked to Salesforce data, I provided real-time visualization of program progress. Stakeholders could easily view performance metrics in interactive charts and tables, allowing for quick analysis and responsive action.
4.Regional and National Reporting: The system allowed for reports to be filtered by geographic region, offering insights into regional differences and enabling targeted interventions in specific areas.
Security and Compliance
Throughout the project, I ensured that the integration adhered to data protection regulations and organizational compliance standards. By enforcing role-based access and secure data transfer protocols, the system protected sensitive information related to child welfare cases and maintained the integrity of confidential data across platforms.
Training and Handover
To support the ongoing use and maintenance of the system, I provided hands-on training for M&E staff, program managers, and regional teams. Training covered data entry processes, navigating Power BI dashboards, and generating custom reports. I also created comprehensive documentation to aid future updates, ensuring that the system could continue to serve the organization’s mission effectively.
Impact
The Salesforce integration fundamentally transformed data management at Hope and Homes for Children. By centralizing and automating data processes, it enabled more timely and accurate reporting across all levels of the organization. The project empowered stakeholders with data-backed insights, supporting evidence-based decision-making and enhancing the effectiveness of child welfare programs throughout South Africa.
Skills
•Data Integration and Workflow Automation: Salesforce and Power BI data flow, automated reporting, system configuration
•Performance Reporting and Data Visualization: KPI tracking, Power BI dashboard design, data-driven decision-making
•Collaboration and Custom Reporting: Stakeholder engagement, customized indicators for program-specific reporting
•Compliance and Security Management: Data protection, secure data protocols, role-based access
Job Title
Senior Monitoring & Evaluation Analyst, Hope and Homes for Children
Relevant Experience
2021 – 2024
Technologies Used
•Salesforce for data management
•Power BI for data visualization and reporting
•SharePoint for document management
Client
Hope and Homes for Children
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Data-Analyst@Carlos-Saraiva.com
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