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SMPLCTY Analytics

Case 07

How a Homeless Services Organization Cut Reporting Time by 50%

Funder and program reporting rebuilt on a governed data foundation, halving reporting time and returning capacity to service delivery.

Client
A homeless services organization
Industry
Nonprofit & Social Impact
Decision domain
Program performance and funder reporting
Capabilities
Data · Decision Intelligence

Measured outcomes

What changed.

50%

Reduction in reporting time

Staff time returned to service delivery and program analysis.

The situation

Where the work started.

A homeless services organization reported to multiple funders, each with its own definitions, formats and cadence.

Reporting was assembled manually by staff whose time was needed for service delivery.

Decision at stakeHow program capacity and funding are directed, and how performance is demonstrated to funders.

What prevented the decision

The constraints that had to be removed.

  • Program data spread across intake, case management and finance systems.
  • Each funder report was rebuilt from scratch every period.
  • Little time left to analyze performance once reporting was complete.

What SMPLCTY delivered

The system we built.

Governed program data foundation
Intake, case management and funding data integrated with consistent definitions.
Automated funder reporting
Recurring funder reports generated from the governed source rather than assembled by hand.
Program performance view
A view leadership uses to see service delivery and outcomes between reporting cycles.

Implementation

  1. 01Mapped each funder's requirements to a single internal definition set.
  2. 02Built the data foundation and automated report generation.
  3. 03Trained program staff to run and extend the reporting themselves.

Have a decision like this one?

We will frame the decision, map the evidence it needs, and set out what it would take to build the system behind it.