Transforming Data Management for Human Services Organization
Explore how Aimpoint Digital transformed a human services organization's data management to save 60 hours of manual work monthly (720 hours a year).
The Challenge
Our client is a leading human services organization dedicated to child welfare. They manage a diverse range of programs, including foster care, mental health care, and incident reports. Their data management process was facing challenges due to the multiplicity of data sources, including financial databases and online satisfaction surveys.
The client needed a data management solution to collect, process, and analyze data from various sources. Their manual data processing tasks were time-consuming and error-prone, hindering their ability to generate timely insights and effectively monitor program performance.
Our Approach
Aimpoint Digital worked with the client’s team to streamline their data management process. Leveraging the power of Tableau and Alteryx, we developed automated workflows and dashboards to combine data collection, processing, and visualization.
Automated Alteryx Workflows
We designed and implemented Alteryx workflows to collect and process data from multiple sources, including online satisfaction surveys and financial databases. These workflows eliminated tedious manual tasks, such as data extraction, transformation, and loading (ETL), significantly reducing the time and effort required for data processing.
Tableau Dashboards
Our team created a suite of Key Performance Indicator (KPI) and operational dashboards using Tableau. These dashboards provided end-users with greater visibility and actionable insights into program performance. The client's team could make informed decisions and track progress more effectively through interactive visualizations and real-time monitoring capabilities.
Results
The most notable achievement was automating the extraction and processing of survey data from various sources, saving over 60 hours (about 2 and a half weeks) of manual work each month.
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With streamlined data management processes and intuitive dashboards, the client gained deeper insights into program performance and client satisfaction, enabling them to make effective, data-driven decisions.
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By automating repetitive tasks and centralizing data visualization, the client improved operational efficiency and responsiveness, allowing them to allocate resources strategically and optimize program outcomes.
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Key Takeaways
Aimpoint Digital's tailored data management solution empowered the client to overcome their data challenges and unlock the full potential of their programs. By automating workflows and providing actionable insights, we enabled them to focus on their mission of child welfare while driving operational excellence through data-driven decision-making.
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