CASE STUDY 3

Family Services
Organization (Georgia)

Turning a reporting burden into a 10-minute routine.

ORGANIZATION OVERVIEW

Type: Family services & wraparound support nonprofit

Location: Georgia

Size: Serves 3,000+ families annually

Mission: Provide family stabilization, early childhood support, counseling, and housing assistance

THE CHALLENGE

The organization struggled with:

  • A monthly reporting process that took days
  • Disorganized spreadsheets from multiple programs
  • Difficulty tracking outcomes for grants
  • No central place to see trends or progress
  • Staff losing time on data instead of supporting families

The reporting burden was affecting staff morale and delaying important funding applications.

GOALS & DESIRED OUTCOMES

They wanted a way to:

  • Consolidate program data into one dashboard
  • Cut monthly reporting time dramatically
  • Improve accuracy and consistency
  • Empower program directors to monitor outcomes in real time
  • Strengthen grant applications with clearer metrics

SANDAI’S
APPROACH

SaNDAI stepped in with a streamlined BI solution:

  • Conducted a full data cleanup and consolidation

  • Built a Family Impact Dashboard showing all core outcomes

  • Created automated calculations for monthly reporting

  • Trained program directors using real examples, not technical language

  • Integrated fundraising data to help with story-driven grant reporting

THE SOLUTION DELIVERED

  • A dynamic dashboard used by program staff and leadership

  • Automated monthly reporting (10 minutes instead of days)

  • Clean and standardized data models

  • Grant-ready metrics that update daily

  • A simplified workflow all programs can follow

THE RESULTS

90% reduction in monthly reporting time

Staff now spend more time with families instead of spreadsheets

Improved grant competitiveness due to clear, consistent outcomes

A dashboard used in every leadership and board meeting

Programs aligned around shared, real-time metrics

IMPACT ON
MISSION

With reporting simplified, staff regained valuable time to provide support, coaching, and crisis intervention to families—strengthening program quality and client outcomes.

WHY THEY CHOSE SANDAI

They needed a BI partner that understood nonprofit workflows, valued staff capacity, and could deliver something simple, fast, and impactful.

WHAT’S NEXT

SaNDAI is expanding the dashboard to include automated alerts for high-need families and building a storytellers’ toolkit for fundraising.

CLIENT TESTIMONIAL

“SaNDAI turned our monthly reporting nightmare into a 10-minute task. The dashboard they built has become the center of every staff meeting.”

— Director of Programs