Becoming Data Savvy


Sara had been working at her agency for three years and was identified by senior leadership as a high-potential employee. She was smart, motivated, and creative, and she naturally exuded the cultural values that her organization upheld. Yet there was one glaring hole in Sara’s skill set: a lack of data proficiency. Sara didn’t feel confident that she could speak the language of her superiors if invited to a senior leader meeting. Her excellence at executing the nonprofit’s missional work had turned heads, but her inability to report metrics meaningfully threatened to stall her advancement. Sara knew she needed to boost her reporting and analytics know-how, but she didn’t have time to invest in hours of business intelligence training. 

Does this scenario sound familiar? Perhaps you have been in Sara’s position or know someone at your organization who is itching to “get a seat at the table.” To secure your senior leaders’ support and respect, you must understand how to meet their pain points. And every executive cares about the numbers – even in associations! 

The good news: You don’t have to be a statistician or technologist to gain proficiency in data reporting and analytics. And you don’t need a large budget or endless training hours, either, thanks to a suite of user-friendly and cost-effective Microsoft tools brought to you by BroadPoint. 

Reporting and analytics made easy

If you want to prove that your work is positively affecting the bottom line, Power BI is the solution for you. Power BI allows you to showcase your key performance indicators visually, holistically, and in real-time. You will impress stakeholders with your quick decision making, always backed by reliable data. For example, if you are asked to report membership demographics segmented by geographic location, individual persona, and membership type, simply ask (in natural language!) for Power BI to create a custom dashboard, and you will receive a compilation of charts and graphs depicting the information.

Power BI seamlessly integrates with the following solutions creating an effective and seamless user experience:

  • Microsoft Dynamics 365 for Sales is a cloud-based solution that merges customer relationship management (CRM) and enterprise resource planning (ERP) activities in one place. Most likely you are proficient at Microsoft Excel and Outlook; Microsoft Dynamics aligns with these applications, resulting in an intuitive user experience. And the best news? Microsoft Dynamics is scalable. It is available for a variety of functions – including Operations, Financials, Field Service, Sales, Customer Service, Project Service Automation, and Marketing. 

  • Serenic Navigator is designed with associations in mind. It is an ERP solution that merges all your business processes – such as financial data, sales and marketing, supply chain, business intelligence, human resources, projects, and services – in one system for maximum efficiency.

  • Microsoft Dynamics GP is one of the most widely used legacy systems available. Nearly 50,000 businesses trust its comprehensive set of ERP tools to manage their finance and accounting functions. 

Customized solutions designed for associations


One of the best features of these Microsoft solutions is their scalability. Most reporting and analytics software provide more functionality than is needed by small or medium-sized businesses, requiring you to pay for complex features that you will never use. If you are looking for a tool that gives you only what you need now, with the option to purchase more applications as you go, BroadPoint has the personalized ERP, CRM, and membership options for you. Contact us today to learn more.