A leading U.S.-based non-profit educational services organization supporting over 100 schools sought to build a Financial Dashboard to improve transparency, track financial health, and align spending with strategic goals.
With multiple external accounting agencies and internal finance teams involved, the organization needed a scalable, visual solution to integrate financial data from diverse sources and convert it into actionable insights.
- Multiple accounting sources (external and internal) managing financial reports across 100+ schools
- Inconsistent data formats across agencies and schools
- No unified, visual tool to measure Balance Sheet, Revenue & Expenditure, and General Ledger status
- Need to interface with third-party vendors for out-of-state schools
- Greenfield Dashboard Creation:
Built from scratch using Microsoft technologies and Power BI for interactive dashboards - Cross-Agency Data Coordination:
- Engaged with external accounting agencies to receive historical and current data
- Imported Balance Sheet, Revenue/Expenditure, and General Ledger data for each school
- Consolidated Master Account Lists across all institutions
- Engaged with external accounting agencies to receive historical and current data
- Data Transformation & Compliance:
- Developed ETL processes to uniformly transform Excel files into structured SQL Server tables
- Focused on maintaining data quality and accuracy during import and reconciliation
- Developed ETL processes to uniformly transform Excel files into structured SQL Server tables
- Visual Dashboards in Power BI:
- Developed dashboards to display monthly and yearly metrics
- Integrated API calls to accounting vendor systems for real-time data updates from California-based schools
- Developed dashboards to display monthly and yearly metrics
✅ Dashboard development (Power BI)
✅ Data integration from Excel and APIs
✅ Financial metric modeling (Balance Sheet, GL, R&E)
✅ User training, testing, and warranty support
- Platform: ASP.NET / C#.NET
- Database: SQL Server
- Analytics & Visualization: Power BI
- Cloud Hosting: Azure US
Cross-functional collaboration between finance, accounting, tech, and project management teams was critical
Managing financial data across 100+ schools required strong data quality governance
Clear communication and stakeholder alignment accelerated delivery and minimized errors
✅ Unified Financial Dashboards across 100+ schools
✅ Real-time API integration for California schools
✅ Accurate monthly & yearly financial reports for executive teams
✅ Enhanced financial visibility led to improved decision-making and budgeting
- Customer Since: 2022
- Duration: 2 years (till 2024)
- Scope: End-to-end platform modernization and global deployment
- Brought data transparency and strategic financial visibility to a complex, distributed education system
- Softsell engineered custom data adapters to standardize diverse data sources
- Built a federal-compatible solution where each institution maintained autonomy but reported to a central dashboard
- Enabled executive oversight across decentralized institutions through real-time, visual financial data
Softsell continues to help mission-driven institutions transform scattered data into unified intelligence—empowering smarter decisions, faster.
