1. Welcome! Power BI User Group (PUG)
Sydney

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

3. 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

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

5. Meet Your Presenters
Annette Stewart
Liz Hackett
Mike Honey

6. Our design approach

7. 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

8. 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

9. 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)

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

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

13. Advisor’s perspective

14. 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

15. 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

16. Q&A

17. Thank you for Attending!
For further information, feel free to contact me at -
Don’t forget to join your local PUG to enjoy year-round networking and learning.