<\/div>\n
Upon launching the Gift Review PowerApp, gift officers could view donations immediately as they come in, add relevant notes, and ensure they are assigned to the appropriate fund. This creates a To-Do List for them to complete. For example, if Microsoft makes a donation, the gift officer would review the donation to ensure it is assigned to the appropriate campaign, coded to the correct gift type, and assigned to right fund. If there are questions, they can email the DevOps team directly within the PowerApp. Once everything is clear, the gift officers mark the check list as \u201cdone\u201d, which becomes visible to their managers.<\/p>\n
Throughout the Gift Review PowerApp development process, Bella conducted requirements gathering meetings with various gift officers, managers, and supporting teams to gain a holistic understanding of the current process, desired process and potential pitfalls. Together they leveraged PIH\u2019s SQL based data warehouse to transform raw CRM data into usable datasets for PowerApps and Power BI. Data is stored in PIH\u2019s SQL data warehouse and SharePoint Online. When gift officers complete the review of a gift, the review data gets pushed from SharePoint to PIH\u2019s SQL data warehouse for reporting.<\/p>\n
Together, these tools not only give gift officers the visibility they need, they also serve as a management tool when reviewed together with supervisors. Gift officers can work with their managers to ensure they are focusing on the right areas of their portfolios and are on track relative to their individual and team goals.<\/p>\n
PowerApp features<\/b><\/p>\n\n- A simple user experience that works while traveling<\/li>\n
- A view that defaults to the portfolio of the gift officer who is signed in<\/li>\n
- Various filtering capabilities to search for gifts in question<\/li>\n
- Checklist, with dynamic questions, that users can use to keep track of their to-dos for each gift<\/li>\n
- A simple way to email the DevOps team directly from the app<\/li>\n<\/ul>\n
Power BI features<\/b><\/p>\n