Welcome! Power BI User Group (PUG) Sydney

Managing a Conservation business with Power BI Annette Stewart, Liz Hackett, Mike Honey Bush Heritage Australia

Session Objectives Demonstrate how Power BI helps us make decisions Outline steps taken and lessons learnt Show that other not-for-profits can do this too Aiming to demonstrate how we’re improving our decision-making through the use of Power BI, even though we have very limited resources to apply Will then outline the steps we’ve taken and lessons learnt For folks in the audience who work for not-for-profits – hoping this helps you to take a similar path For folks in the audience who are skilled in Power BI – hoping this might encourage you to help your favourite charity

Session Agenda Our design approach Demonstrations Our advisor’s perspective Q&A

Meet Your Presenters Annette Stewart Liz Hackett Mike Honey

Our design approach

Quick intro to Bush Heritage We work across Australia, focusing our effort on the shaded patches where biodiversity is most in need of protection We work in 2 main ways buying land and managing it as conservation reserves - the red dots Working with other land-owners, particularly aboriginal communities – to help them manage their lands – the yellow dots

Fundraising Financial Management Conservation People Management Our business model – Conservation is the core business, supported by 3 other business processes for managing our fundraising, finances and people

Donor Management System (BBCRM; DM data) Fundraising Financial Management Conservation People Management … Donor Management System (BBCRM; DM data) Finance System (Microsoft Dynamics GP) Conservation Project System (Miradi, Miradi Share) Spatial System (ArcGIS) Monitoring data Each of these business processes have their own systems to support them – All can produce various reports of the information required by that process PowerBI has let us create more useful reports for each process, but more importantly, we can now get an integrated view across our whole business HR systems (Safety, training, payroll)

Key enablers Common codes Standardisation of conservation data “Chart of Accounts”  “Bush Heritage Coding Structure” Standardisation of conservation data `

Please note: All data is test data Demo Within a process - Fundraising Across organisation - Integrated project view Supporting science – monitoring & analysis

Advisor’s perspective

Making full use of Office 365 - Groups Publish Power BI datasets – reuse using Power BI Service connections OneDrive = File sharing  Automatic versioning, showing author & date feed directly into Power BI Desktop OneNote = Wiki & documentation Planner = Tasks & support Forms = collect Survey data into Excel in OneDrive "Development" and "Production" Groups

Call to Action: Volunteer ! Any Power BI user has relevant skills Reach out to your favourite Not-For-Profit, club, school etc Be persistent Start simple – get quick wins Develop your Power BI skills Add to your CV

Q&A

Thank you for Attending! For further information, feel free to contact me at - annette@bushheritage.org.au Don’t forget to join your local PUG to enjoy year-round networking and learning. www.pbiusergroup.com