Problem
There was data on activity, people, projects and territory, but no integrated view for senior management, teams and funders.
Anonymised case
Indicators and dashboards for social monitoring
Structuring of data and indicators so that foundations and associations can better manage, report on and explain their impact.
- Client type
- Social organisations and public-interest projects
- Technologies
- PostgreSQLSupabaseReactRechartsRShinyGoogle SheetsCSV
Constraints
- Sources with different formats and levels of quality.
- Need for indicators that non-technical people can understand.
- Separation between internal reporting and public communication.
- Changes of criteria while the model was being defined.
What was done
- Definition of indicators and reporting structure.
- Preparation of clean views and datasets for visualisation.
- Dashboards and visualisations with React, Recharts, R/Shiny and spreadsheets where they fitted.
- Documentation of criteria so that the team understands what each indicator measures.
Governance and security
- Traceability between source data, indicator and visualisation.
- Anonymisation or aggregation criteria where the data requires it.
- Separation between public and operational views.
What it demonstrates
- Ability to translate social activity into useful data.
- Understanding of reporting for senior management, funders and operational teams.
- A focus on decisions, not decorative dashboards.
Result
Teams were able to move from manual counts to a more objective conversation about activity, coverage, trends and data needs.
Related services
Connected areas
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AI and data diagnostic
Identifies where AI can bring real value and where processes, data and permissions first need to be put in order.
View service ServiceData, indicators and dashboards
Turns scattered spreadsheets, forms and applications into reliable indicators for management and accountability.
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