The challenge: Error-prone manual processing slowed business growth
Kiwi Partners, a consulting firm serving nonprofits, needed a reliable way to integrate multiple systems like QuickBooks, Salesforce, and Raiser’s Edge into their analytics platform, Qlik. Their clients rely on real-time dashboards for critical metrics like program budgets, income analysis, and grant tracking. However, the manual process of downloading and processing reports was time-consuming and prone to errors. Changes in data formats further disrupted workflows, delaying insights and creating inefficiencies. Kiwi Partners needed a better way to do this to grow their impact to serve more clients at once and grow the business.
The solution: Seamless connectivity with easy setup
CData Connect AI transformed Kiwi Partners’ approach to data integration and analytics by providing:
- Seamless data connections—Set up connections with QuickBooks Online, Salesforce, and other tools in minutes.
- Centralized data warehouse—Automated data flow into a unified warehouse, enabling consistent and accurate reporting.
- User-friendly setup—Allowed Kiwi’s team to log in and establish connections without coding, reducing setup time dramatically.
- Real-time updates—Delivered live dashboards that refreshed nightly, ensuring nonprofit clients always had the latest data.
"With CData Connect AI, we’ve eliminated manual data workflows, giving us more time to provide nonprofits with the insights they need to achieve their missions."
– Shubham Malpani, Associate Director of Business Intelligence, Kiwi Partners
The outcome: Faster client onboarding and dashboard creation allowed greater scale
With CData Connect AI, Kiwi Partners achieved the following results:
- Reduced the time required to onboard new clients and deliver dashboards from 4–5 hours to under an hour per project.
- Provided nonprofits with real-time insights into financial performance, including year-over-year comparisons and pre- and post-pandemic trends.
- Enhanced decision-making by eliminating data discrepancies and offering live, customizable dashboards tailored to each client’s needs.
- Allowed Kiwi’s team to scale their services, focusing on delivering high-value strategic financial advice rather than managing data workflows.
Kiwi Partners reports their clients being shocked at the rapid turnaround of dashboards and reports, questioning if the data is accurate and really updated in real time. Because of Connect AI, they’re able to confidently respond “yes” and deliver quality results in less time.
Revolutionize your dashboards and reports with CData Connect AI
Kiwi Partners’ use of CData Connect AI has empowered nonprofits to harness the power of their data. By streamlining integration and automating workflows, Kiwi has reduced inefficiencies, increased client satisfaction, and enabled its team to focus on delivering strategic insights.
