Board makes it easier for not-for-profit organisation Lifestyle Solution to meet reporting requirements, providing a solid foundation to underpin ongoing growth.
Our business is changing all the time, especially during this time of rapid growth. The way we have BOARD set up, especially when it comes to user defined codes, is helping us to move seamlessly with those changes. Reporting is easier to keep up to date. It’s easier to find data, drill down into it and present it in different ways depending on how users want to see it.
Kylie Neary, Head of Shared Services,
Lifestyle Solutions was deeply engrained in the use of Microsoft Excel when reporting, and the management reporting was a complex power pivot table.
As with other organisations in the not-for-profit sector, the introduction of the National Disability Insurance Scheme (NDIS) has placed new demands on Lifestyle Solutions. Lifestyle Solutions has been responsive and proactive in adapting its operations and activities to meet and address these changes, including the way it produces reports.
Professional Advantage was engaged to digitise Lifestyle Solutions’ reporting, with a focus on improving scalability and flexibility. Our consultants recommended that Lifestyle Solutions implement BOARD, which has advanced reporting capabilities whilst being simple for non-technical employees to use. It has also been used with great success for many of Professional Advantage’s clients in both the not-for-profit and private sectors.
Professional Advantage commenced the project by documenting requirements, and then built the solution section by section. It hosted design clarification sessions with Lifestyle Solutions to demonstrate progress and validate the emerging product, and led user acceptance testing prior to launch.
The following modules and capabilities were established:
The solution went live in November 2016.
As a result of Professional Advantage’s BOARD implementation, Lifestyle Solutions has experienced the following benefits:
A positive shift towards self-service reporting:
Program managers at Lifestyle Solutions are now self-service aware. They know that they can access a wider range of data within BOARD with greater ease than if they were to navigate complex Excel spreadsheets. Eventually, Lifestyle Solutions hopes to up-skill program managers and other key users to generate their own reports in BOARD without additional assistance.
Improved ability to meet NDIS reporting obligations:
By digitising Lifestyle Solutions’ reporting, Professional Advantage has supported the organisation’s ability to drill down into data to identify trends, opportunities and strengths.
Freeing up staff for value-adding activities:
BOARD enables Lifestyle Solutions staff to spend more time making data-driven decisions, rather than being bogged down in spreadsheets.
Faster monthly reporting:
With BOARD, monthly reporting takes as little as five days – not two or three weeks as was previously the case. BOARD has assisted management to achieve its target for reporting timeframes.
Moving from spreadsheet to BOARD-based budgeting has reduced the time taken to prepare budgets from three months down to six weeks. There is no longer a requirement to consolidate hundreds of spreadsheets before insights can be realised.
Improved data accuracy:
With a single source of truth, Lifestyle Solutions has greater confidence in the consistency and accuracy of its data.
Lifestyle Solutions’ next challenge is to make a wider range of data accessible in BOARD in the right formats for each different part of the business. The organisation is also looking to expand reporting capabilities in BOARD and integrate other business systems.