{"id":2112,"date":"2019-03-15T06:30:00","date_gmt":"2019-03-15T13:30:00","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/partners-in-health-manages-gift-review-process-with-powerapps\/"},"modified":"2024-10-03T09:14:26","modified_gmt":"2024-10-03T16:14:26","slug":"partners-in-health-manages-gift-review-process-with-powerapps","status":"publish","type":"power-apps","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/partners-in-health-manages-gift-review-process-with-powerapps\/","title":{"rendered":"Partners In Health manages gift review process with PowerApps"},"content":{"rendered":"

\u201cThis kind of tool is going to totally transform our work.” \u2013 Aubrey Davis, Senior Development Officer, Partners In Health<\/span><\/span><\/p>\n

Partners In Health<\/a> is a Boston based social justice and health care nonprofit that serves impoverished communities in 10 countries. By establishing long-term relationships with sister organizations based in settings of poverty, Partners In Health (PIH) strives to achieve two overarching goals: to bring the benefits of modern medical science to those most in need of them and to serve as an antidote to despair. PIH adopted the Power Platform to transform their gift (donation) review process \u2013 they use PowerApps for gift officers to review donations and take action and Power BI for management to get rich insights. The solution was built by Bella Chih-Ning, a Manager on PIH\u2019s Analytics and Applications team who did not have any prior app development experience.<\/p>\n

Business Scenario<\/strong><\/h3>\n

Partners In Health relies on its individual donors for about half of its funding each year, while the other half comes mainly from government grants, corporations and foundations. They have about 10 gift officers who are responsible for stewarding their 1000+ most generous individual donors. PIH wanted to improve gift officers\u2019 abilities to manage their portfolios by seeing gifts as they arrive as well giving them a 360-degree view of their donor portfolios.<\/p>\n

Before Power Platform \u2013 business process, challenges and opportunities<\/strong><\/h3>\n

Gift officers lacked a defined process for managing portfolios. They would save reports and donor lists in various formats (Excel, CRM, etc.) and in various places (desktops, shared drives, SharePoint, etc.), which posed several challenges:<\/p>\n