Services

Workflow Automation

Technology Stack

• Python Automated Scripting with Job Scheduling

• Microsoft Azure SQL Database, Functions & Blob Storage

• Common Data Analysis & Web Scraping Python Packages (BeautifulSoup, Requests, Pandas, Numpy)

• Tableau Dashboard

Challenge

CAMP was manually tracking all of their donations that came through various platforms such as their website, Facebook, or Instagram. As they began to see exponential growth, this method of collecting data on their fundraising efforts became nearly impossible.

CAMP needed to automate their collection process and create a central database of donors and donations to accurately track their fundraising efforts.

Solution/Approach

CAMP contacted us to investigate the possibility of automating their current process and build onto it, adding a live dashboard and key KPI metrics. We began with a discovery session, reviewing their current process of how they collected donor and donation data, and how they centralized all of this information into a central source of truth.

We came away with ideas to simplify the process and to remove the need for manual intervention, thus freeing up time for CAMP staff to focus on more important tasks. We leveraged the APIs of the various platforms CAMP was using to solicit donations to collect the donation transactions and donor information. We utilized Azure Functions with a Timer Trigger to schedule a set of developed python scripts to collect the data on a daily basis and to populate the created Azure SQL database.

Because CAMP wishes to learn from its previous fundraising campaigns, we connected the SQL DB to a tableau dashboard that highlights the key performance indicators they are interested in, along with other relevant visualizations that depict CAMPs fundraising performance.