Case Study
Jessie May; Charity - Children's Hospice at Home
Outcome 1:
Fully automated process to move data from one system to another
Outcome 2:
Greater risk management in reducing need for manual intervention and human error
Outcome 3:
Significant time savings made of over 1/2 day per week
Project
DATA³ worked with Jessie May to integrate two of their most critical systems to enable and support the process of reconciling donations.
The process to pass data from Donorfy to Xledger is now one that is fully automated, leading to significant time and effort savings and introducing a robust framework for data migration.
Automating this process has allowed Jessie May to focus on higher-value tasks with this automated workflow.
Problems
- Manual and time-consuming process to reconcile financial data
Results
Efficiency
1/2 day per week to perform task
1/2 day per weeks saved for higher value tasks
Data Quality
Medium
High
Reliability
Single points of failure
Robust & accurate
Risk Management
High Risk
Low Risk
Automation
Entirely manual
Fully Automated
From the client
“Integrating our fundraising and finance systems has significantly improved our ability to reconcile donations and streamline income reporting. What truly stood out was the patience and support of the DATA3 team, both during the project and beyond. They took the time to understand our unique challenges and worked through every detail with care. As a result, we now have a more connected and efficient operation, freeing up valuable time to focus on higher-impact work.”
Rebecca Hussey, Director of Finance, Jessie May
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