**1. Purpose**
1. Aggregate and centralize impact and outcomes data from surveys, case databases, grants, reports, and external stakeholders for program evaluation and compliance.
2. Standardize data flows for extracting, transforming, and loading (ETL) metrics across digital, email, SMS, and on-prem systems.
3. Facilitate scheduled, error-free reporting to funding partners, regulatory agencies, and boards with real-time dashboards and automated document generation.
4. Enable evidence-based advocacy leveraging integrated data sets, ensuring transparency and streamlined report audits.
5. Minimize manual data collection burden on frontline workers, allowing more focus on service delivery and engagement.
**2. Trigger Conditions**
1. Scheduled report deadlines (weekly, monthly, quarterly).
2. New data entry or record update in client/case management system.
3. Submission of third-party survey responses.
4. Incoming funding/acquittal or compliance report request via email or web portal.
5. API/webhook from on-ground or mobile data collection tool.
6. File upload to a shared cloud folder or database.
**3. Platform variants**
1. Salesforce
- Feature/Setting: Reports & Dashboards API; set triggers for datasets “ImpactData” and “OutcomeMetrics”, schedule exports to external endpoint.
2. Microsoft Power BI
- Feature/Setting: Dataflows connector; configure to auto-refresh from SharePoint and Excel Online upon file/data change event.
3. Google Sheets
- Feature/Setting: App Script triggers; link to Google Forms/Drive “on edit” or “on form submit” event for data push.
4. AWS Lambda
- Feature/Setting: Scheduled EventBridge rule to process incoming S3 files for data extraction, then invoke downstream aggregation.
5. Zapier
- Feature/Setting: Scheduled Zap + Webhook; connect intake forms (Typeform/Jotform) to CRM and summary doc collation.
6. Airtable
- Feature/Setting: Scripting automation; run script for aggregating tables “Surveys” and “CaseOutcomes” into “MonthlySummary”.
7. Smartsheet
- Feature/Setting: Data Connector; trigger on new row to extract key indicators and push to aggregation workflow.
8. Tableau
- Feature/Setting: Web Data Connector; schedule data pulls from APIs and reconciliation with CSV/XLS sources.
9. Monday.com
- Feature/Setting: Automation recipes; set up to aggregate performance pulses from project boards into compliance report objects.
10. Power Automate
- Feature/Setting: Scheduled Trigger; move client updates from Dynamics 365/CSV import into summary lists for reporting.
11. SurveyMonkey
- Feature/Setting: Webhooks; auto-push response data to centralized aggregation API endpoint.
12. Google Cloud Functions
- Feature/Setting: HTTP trigger; process incoming JSON/CSV files from mobile survey app uploads for SOC processing.
13. Dropbox
- Feature/Setting: File request event; scan new uploads to “ImpactReports” folder and process for field extraction.
14. DocuSign
- Feature/Setting: Event Notification API; process new completed client permission forms and update records for compliance.
15. HubSpot
- Feature/Setting: Workflow Automation; on custom object update (“ProgramOutcome”), aggregate data and notify reporting users.
16. Notion
- Feature/Setting: Integration trigger on “Database Updated”; pull new notes/entries tagged “Impact” into master log.
17. Jira
- Feature/Setting: Automation rule; extract ticket updates labelled “Reporting” and forward to aggregation collection.
18. Slack
- Feature/Setting: Incoming Webhooks; post data from digital check-ins to shared reporting channel for archiving.
19. Quickbase
- Feature/Setting: Pipelines; connect recurring report tables to central “ImpactDashboard” aggregate.
20. Google Data Studio
- Feature/Setting: Scheduled connector; pull and blend live Qlik/Tableau/Salesforce data into unified compliance view.
**4. Benefits**
1. Reduces manual compilation time and errors in compliance reporting.
2. Promotes data completeness through unified, automated capture.
3. Enables near real-time program impact measurement for rapid reporting and advocacy.
4. Standardizes results, easing audit trails and regulator confidence.
5. Improves staff experience by removing repetitive reporting tasks.
6. Offers secure, scalable aggregation for growing reporting requirements.
Compliance and Reporting