Gen AI-Powered Financial Dashboarding for a Church Donation Management Software
Software Development AWSBusiness Impacts
Reduced time-to-insights from hours to minutes
Gen AI-powered data accessibility for instant financial insights
Boosted operational efficiency by 50%
Customer Key Facts
- Country : United States
- Industry : Software
Problem Context
The client is a leading church donation management software company that offers advanced digital tools to support church organizations worldwide in managing operations more efficiently. Their platform enables churches to streamline donation collection and administrative tasks for their outreach campaigns.
As their customer base expanded, the churches’ need for deeper insights into donation trends and financial data became more pressing. The client looked to build a Gen AI-powered business intelligence solution to meet this challenge. Their goal is to enable churches to visualize donation data comprehensively and gain valuable insights into top donors and successful campaigns.
To achieve these goals, the client partnered with Quantiphi and AWS to integrate advanced analytics and Generative AI into their software, enhancing data visualization and reporting capabilities and better serving their customers
Challenges
- Limited visualization capabilities hindered the client’s customers’ ability to gain invaluable insights into financial donation trends
- A cumbersome process for accessing and interpreting donation data and reaching out to top donors for assistance
Technologies Used
Amazon Q in QuickSight
Amazon QuickSight
Amazon S3
Solution
Quantiphi developed a custom Amazon QuickSight dashboard specifically tailored to get insights into donation trends. This dashboard features over 25 key metrics and visualizations, providing detailed insights into the geographical distribution of donors, and top donors.
By integrating Amazon Q into QuickSight, users now interact with their data using natural language queries. This integration enables personalized insights, making it easier for church administrators to understand and act on donation trends and financial information.
To ensure that church staff can explore and analyze their data effortlessly, we implemented user-friendly features that required no technical expertise. This approach empowers users to gain insights and make informed decisions without the need for specialized training.
We also established a secure and scalable data infrastructure using Amazon S3 for storage and AWS IAM for access management. This setup not only ensures data integrity and compliance but also effectively manages information for thousands of churches worldwide.
Results
-
Accelerated Data-Driven Decision Making:
Enabled rapid visualization and personalized summaries, reducing time to actionable insights from hours to minutes -
Enhanced Data Accessibility:
Leveraged Generative AI to empower customers with instant insights into financial operations, making informed decisions faster, more accurately -
Increased Operational Efficiency:
Boosted operational efficiency by 50%, significantly minimizing reliance on data specialists for ad hoc (on-demand) analysis and customized reporting.
