AI STARTS
WITH BI

We help nonprofits, schools, and community organizations make smarter decisions with the data they already have. SaNDAI’s BI framework turns raw numbers into real stories that inspire action.

BOOK A FREE DISCOVERY CALL

DOWNLOAD OUR BI OVERVIEW

WHY IT MATTERS

DATA DOESN’T HAVE TO BE COMPLICATED TO MAKE A DIFFERENCE.

AT SANDAI, WE BUILD SYSTEMS THAT:

  • Bring your data together from different sources (spreadsheets, forms, or systems you already use).
  • Make the results easy to understand through simple dashboards and visuals.
  • Turn information into action by helping you tell the story behind the numbers.
SEE HOW THE BI FRAMEWORK WORKS

SANDAI BUSINESS INTELLIGENCE (BI) SERVICES

FROM DATA CREATION TO COMMUNICATION

A SIMPLE, SEVEN-STEP PROCESS

STEP 1: DATA CREATION — COLLECT WHAT MATTERS MOST.

We help you set up simple, consistent ways to collect the right data — surveys, intake forms, or digital records — so you can measure what really matters to your mission.

Examples: Tracking program sign-ups, event attendance, donations, or volunteer hours.

You get: A customized data collection plan and easy-to-use templates.

STEP 2: DATA AGGREGATION — BRING ALL YOUR INFORMATION TOGETHER.

Instead of juggling spreadsheets and reports, we connect your different data sources into one secure location.

Examples: Combining data from your website, fundraising platform, and program tracking tools.

You get: A clear “data hub” you can access anytime.

STEP 3: DATA PROCESSING — CLEAN AND ORGANIZE THE DATA.

We clean up duplicates, fix formatting, and make sure everything adds up correctly.

Examples: Standardizing names, dates, and totals so every report tells the same story.

You get: Clean, reliable data you can trust.

STEP 4: DATA STORAGE — KEEP YOUR INFORMATION SAFE AND ACCESSIBLE.

We store your data securely in the cloud (or locally if you prefer), ensuring it’s protected but easy to reach when you need it.

You get: Peace of mind that your data is secure and backed up.

STEP 5: DATA MANAGEMENT — PROTECT PRIVACY AND STAY COMPLIANT.

We help you manage permissions, follow data-sharing rules, and safeguard sensitive information.

Examples: Keeping participant data private, following HIPAA/FERPA rules when required.

You get: A simple policy guide for safe and responsible data use.

STEP 6: DATA ANALYTICS & VISUALIZATION — SEE WHAT’S WORKING.

We turn your information into easy-to-read dashboards that highlight progress, trends, and opportunities.

Examples:

  • How many families attended your programs this quarter?

  • Which outreach activities drive the most engagement?

You get: Visuals that help you explain your impact to funders, boards, and the community.

STEP 7: DATA COMMUNICATION & STORYTELLING — SHARE YOUR RESULTS WITH CONFIDENCE.

Data is more than numbers — it’s your story. We help you create reports, one-pagers, and infographics that bring your results to life.

You get: Ready-to-share visuals and language for funders, newsletters, and social media.

DOWNLOAD THE “DATA-TO-STORYTELLING” CHECKLIST

OUR SERVICE OPTIONS

FLEXIBLE PLANS FOR ORGANIZATIONS OF ALL SIZES.

SERVICE

BI QuickStart

BI Foundation

BI Managed Service

DESCRIPTION

A fast setup of your first dashboard and key metrics.

Full system setup — from collection tools to dashboards and reporting.

Ongoing support, updates, and quarterly reports.

IDEAL FOR

New nonprofits or small teams

Growing
organizations

Organizations wanting long-term partnership

TIMELINE

4–6 weeks

10–16 weeks

Year-round

COMPARE SERVICE OPTIONS

A TYPICAL PROJECT TIMELINE

  • WEEKS 1–2:
    Learn your goals and review your current data.
  • WEEKS 3–5:
    Connect your data sources and create your first dashboard.
  • WEEKS 6–8:
    Add reports and visuals that tell your story.
  • ONGOING:
    Quarterly check-ins and updates to keep everything fresh.
VIEW A SAMPLE PROJECT PLAN

A TYPICAL PROJECT TIMELINE

  • WEEKS 1–2:
    Learn your goals and review your current data.
  • WEEKS 3–5:
    Connect your data sources and create your first dashboard.
  • WEEKS 6–8:
    Add reports and visuals that tell your story.
  • ONGOING:
    Quarterly check-ins and updates to keep everything fresh.
VIEW A SAMPLE PROJECT PLAN

WHO WE SERVE

COMMUNITY HEALTH CENTERS:

Track outreach and wellness impact.

YOUTH & EDUCATION PROGRAMS:

Measure enrollment, attendance, and success stories.

FAITH-BASED AND NONPROFIT COALITIONS:

Coordinate data across partners.

LOCAL GOVERNMENTS & FOUNDATIONS:

Monitor outcomes and grant performance.

SEE HOW OTHER NONPROFITS USE BI

REAL IMPACT STORIES

Health & Harmony Outreach Dashboard:
Helped a local clinic reduce missed appointments by 25%.
Student Success Dashboard:
Enabled a youth nonprofit to show 2× improvement in college readiness.
Community Grant Tracker:
Simplified reporting for 15 partner organizations in one shared view.
REQUEST A CASE STUDY PACKET

REAL IMPACT STORIES

Health & Harmony Outreach Dashboard:
Helped a local clinic reduce missed appointments by 25%.
Student Success Dashboard:
Enabled a youth nonprofit to show 2× improvement in college readiness.
Community Grant Tracker:
Simplified reporting for 15 partner organizations in one shared view.
REQUEST A CASE STUDY PACKET

DATA PRIVACY AND SECURITY

Your data belongs to you. SaNDAI follows strict privacy standards and gives you full control over who can access what.

WE HELP YOU:

  • Create simple permission levels.
  • Encrypt sensitive information.
  • Stay compliant with federal and state requirements.
DOWNLOAD OUR DATA SAFETY GUIDE

THE TOOLS WE USE

We work with platforms you already know (and love):

WE HELP YOU:

  • Microsoft Excel & Power BI for reporting

  • Google Sheets & Looker Studio for small teams Tableau

  • Secure cloud storage through trusted partners
    We make sure your system fits your size, budget, and staff capacity — no heavy tech lift required.

ASK ABOUT OUR RECOMMENDED TOOLS

TRAINING & ONGOING SUPPORT

We don’t just build dashboards — we build confidence.

OUR TEAM PROVIDES:

  • Hands-on training sessions for your staff.
  • “Train the Trainer” materials so knowledge stays in-house.
  • Office hours and support for troubleshooting and updates.
SCHEDULE A TRAINING SESSION

MEASURING YOUR IMPACT

We help you see the difference your programs make by tracking:

  • How many people you reached.
  • What changed because of your work.
  • How you can do even more next year.
GET AN IMPACT DASHBOARD DEMO

TRAINING & ONGOING SUPPORT

We don’t just build dashboards — we build confidence.

OUR TEAM PROVIDES:

  • Hands-on training sessions for your staff.
  • “Train the Trainer” materials so knowledge stays in-house.
  • Office hours and support for troubleshooting and updates.
SCHEDULE A TRAINING SESSION

MEASURING YOUR IMPACT

We help you see the difference your programs make by tracking:

  • How many people you reached.
  • What changed because of your work.
  • How you can do even more next year.
GET AN IMPACT DASHBOARD DEMO

FROM BI TO AI — THE NEXT STEP

Once your data foundation is strong, SaNDAI can help you take the next step into Agentic AI — small automations that save time, like:

Personalized outreach messages based on engagement.

Personalized outreach messages based on engagement.

Automatic report summaries for funders.

Automatic report summaries for funders.

Real-time alerts when program goals are off track.

LEARN ABOUT AGENTIC AI FOR NONPROFITS

PRICING OVERVIEW

We design every package around your needs and capacity. Most projects start between $5,000–$20,000, depending on scope and support level.

REQUEST A CUSTOM QUOTE

COMMON QUESTIONS

Q: Do we need technical staff?
A: Nope. We guide you step by step — no coding required.

Q: Can you use our current spreadsheets?
A: Absolutely. We’ll build around what you already have.

Q: Is our data safe?
A: 100%. You control access; we handle encryption and storage safely.

Q: How soon will we see results?
A: Many clients have usable dashboards within the first month.

ASK A QUESTION

READY TO GET STARTED

LET’S TURN YOUR DATA INTO ACTION.

No jargon, no confusion — just clarity, confidence, and impact.

BOOK A FREE BI DISCOVERY CALL
DOWNLOAD OUR BI OVERVIEW PDF