Develop a performance dashboard to help improve the effectiveness of management information

Project summary

Create a performance dashboard that integrates and visualises the performance data held in two separate customer relationship management (CRM) systems.

How will this project benefit the organisation?  

The main benefits are to provide a better evidence base and buy-in for strategy, leading to improved operations. It is also expected that there will be benefits in relation to fundraising and income sustainability. 

Project description

Off the Fence Trust works to support vulnerable and marginalised people in Brighton. They provide a diverse range of services to women and young people. Currently, they have two CRM systems that are used to record interactions with clients and donors. They wish to develop a performance reporting dashboard that uses the data in the CRM systems to present performance information to the Chief Officer and Finance teams.

The project is likely to comprise the following stages:

• Understand the reporting requirements and the available data
• Develop (or recommend) a tool to integrate the data and display it as a dashboard
• Handover the tool and train Off The Fence key users

Ideally, the volunteer will develop a dashboard tool, but an alternative may be to recommend an off-the-shelf solution*. The volunteer will be working with IT and data-literate staff at Off The Fence. They have investigated Power BI but feel the learning curve is too steep for it to be a viable option.

*Please note that if an off-the-shelf solution is required, we have a list of free software which may be of use.

Apply

If you feel you can offer your assistance please complete the application form by Wednesday 17 April 2024. 

The OR Society fully supports equal opportunities.

Location

Remote

Time commitment

Estimated 5 days, although this is to be agreed between volunteer and organisation when completing detailed project proposal.

Desired start date

ASAP

Desired end date

Ideally the project would conclude in 2-3 months.

About the organisation

For further information about Off The Fence please visit https://www.offthefence.org.uk/ 

About Pro Bono OR

For further information about Pro Bono OR, please visit: www.theorsociety.com/Probono or email [email protected]