Data Integration and Report Management Project
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Project scope
Categories
Data analysis Databases Data modelling Information technology Software developmentSkills
data integration customer relationship management microsoft excel managementWe are a not for profit organization that helps entrepreneurs with advisory services, programming and training as well as access to vital resources in support of entrepreneurship in our region. We are a lean team and have antiquated ways of keeping track of data for preparing necessary impact/metrics measurement for funder reports. We need help creating new excel reports that can pull data from calendars and integrate with our CRM so that all the data is stored in one place and different reports can be created at different times for various reasons.
Analyze current reporting systems to see what is needed
Analyze new CRM and get familiar with capabilities
Build appropriate tools to replace old reports and ensure proper integration with CRM system
Test new report model to ensure it will work
We have 2 staff members who will support the project work with time, access to current tools and data along with oversight support needed to ensure success for this project. We love working with students!!
About the company
Business Centre Guelph-Wellington is a not for profit organization that has been helping entrepreneurs, business owners, professionals and students achieve business success since 1999. For 23 years, we have added to the wealth and the diversity of our business community, one entrepreneur at a time.
We have learned a lot over the last 23 years; used our own entrepreneurial skillsets building great partnerships with likeminded agencies to create and manage programming, training, resources and advisory support services; ultimately strengthening the entrepreneurial ecosystem in Guelph and Wellington County. Our commitment to create solid client relationships, managing extensive program partnerships with Municipal and Provincial Governments along with our Corporate and Private stakeholders, remain an integral part of how we do business; a demonstrative intention to have a focused and positive impact on the economic development in our region.
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