CASE STUDY 8

Workforce Development
Nonprofit (North Carolina)

Turning unclear outcomes into funder-ready impact stories.

ORGANIZATION OVERVIEW

Type: Workforce Development & Job Training Nonprofit

Location: North Carolina

Size: Serves 1,200+ job seekers annually

Mission: Support economic mobility through workforce training, apprenticeships, and career placement

THE CHALLENGE

The organization struggled with:

  • Unclear or inconsistent outcome tracking
  • Staff confusion about how to measure success
  • Difficulty articulating impact to funders
  • Spreadsheets that didn’t align across programs
  • Limited visibility into participant progress

Without clear data, it was hard to show which programs truly moved the needle.

GOALS & DESIRED OUTCOMES

They needed to:

  • Clarify their key metrics
  • Track participant progress from intake to employment
  • Build dashboards for leadership and program staff
  • Improve storytelling for grants and employer partners
  • Strengthen decision-making

SANDAI’S
APPROACH

SaNDAI delivered a comprehensive BI solution:

  • Conducted a metric alignment workshop

  • Built a Career Pathway Dashboard

  • Designed simple data entry workflows

  • Cleaned and standardized historical program data

  • Trained staff on data storytelling and funder-ready language

THE SOLUTION DELIVERED

  • Dashboards showing job placement, certifications, and retention

  • Automated reporting templates

  • A unified view of participant milestones

  • Real-time insights for coaching and case management

THE RESULTS

Leadership can now see program performance instantly

Reporting time dropped by 50%

Stronger grant narrative backed by data

Clear, funder-ready stories about participant success

Staff confidence increased significantly

IMPACT ON
MISSION

Staff and volunteers now spend more time connecting with families — and less time wrestling with paper forms — strengthening community relationships and service delivery.

WHY THEY CHOSE SANDAI

They needed a data partner who valued simplicity, volunteer capacity, and human connection as much as they did.

WHAT’S NEXT

SaNDAI is adding automated outreach reminders for families needing follow-up services.

CLIENT TESTIMONIAL

“We were drowning in paperwork. SaNDAI listened, simplified everything, and built a solution our volunteers could actually use. No coding, no confusion, just clarity.”

Administrative Pastor