We are a non-profit organization working with governments, organizations, individuals, foundations, and corporations who are committed to building the capacity of the social sector. We believe that lasting results can only be achieved through partnership and collaboration
We have leveraged Office365 and we are using PowerBI to show information on data from different sources. We have SQL Server backends (online and on-premise), and SSAS.
Notice: Strong PowerBI experience in Finance and production environment is mandatory.
Where do we need your help
This is the continuation to a project that provided the first set of reports running on PowerBI from our ERP. We would like to improve on the first project to provide reporting self-service, and improve on the analytical capabilities of our staff when it comes to actual expenditures vs. budget for our own projects.
This project will have the following deliverables:
1) Project plan: User requirements, scope, timeline, and estimation of effort.
2) Reports: Based on the user requirements, your team will build a PowerBI report with what as many visuals as needed. The basic set of visuals is limited, as we currently report this on table format, but we are open to create more as far as they support the utilization of the reports and the understanding of the information by the end users.
3) Ideas on data visualization: We would like to hear your ideas on how we can present the data. We have basic reports, and a great way to give value to this project will be to thing on novel ways to show the data, with function over form (that is, the visuals should be meaningful and not only visually-appealing)
4) Row-based Security: We have not implemented this feature so far, and would like to use this opportunity to design reports with RBS in mind. During the planning phase your team will identify one or more reports or visuals where this can be implemented. E.g. Restrict division heads to only see the expenses for their division.
As an additional task, which can be carried out during the planning stage we would like your team to review our current SSAS setup: Can we use it to simplify the reporting work? We have not used this tool so far, and we would like to know what is possible.
Aside from this specific project, we expect to build the foundation for ongoing collaboration. We do not have an internal data scientist, and as our reporting needs evolve we would like to have a go-to team to help us with reporting. We expect to add information from UltiPro (Human Resources) and Concur (Travel Expenses) in the coming year.
How can you help us
Your team should be able to cover all the technologies mentioned above, and be able to formulate a holistic view of the project. We are looking for professionals that understand what we are trying to achieve as a whole, and are not afraid of asking question and suggesting novel ways to reach our goal.
We expect you will have a solid portfolio, and references that can attest to your experience in this area, and will review them with the attention they deserve.
Where do we go from here
We would prefer to have a quick phone call, hear about your team's experience and your thoughts about the project, and -based on your experience- what would you like to change or possible pitfalls ahead. That is your opportunity to show us your are the right team.
If we decide to work together, we will ask you for an estimation of effort (pending details from the planning sessions) and then we will go for our first deliverable.
You will be asked to answer the following questions when submitting a proposal
What is your availability in hours/week in the coming 2-3 months?
What are your working hours? We are GMT-5, and while we do not have to be in the same timezone, it will be good to have some degree of overlap.
From your portfolio and recent engagements, is there any example you would like us to concentrate to evaluate your fit for this job?
UpWork and us
When you check our past and current engagements, you will see we try to work on long-time partnerships with our consultants. Recent changes in UpWork made it harder for consultants in the short-term, and we understand that. Just keep in mind we are not looking for a short-term engagement. To work with us we will ask you for your full name and location, no pseudonyms, please.
Less than 30 hrs/week
1 to 3 months1-3 monthsProject LengthDuration
I am willing to pay higher rates for the most experienced freelancers