Not-for-profit · Customer name withheld

An Azure warehouse for an unnamed not-for-profit

The published case record describes Salesforce data, automated reporting, Power BI dashboards, and role-based access.

Project scope

Join Salesforce data and automate the reporting path

The customer had data in several sources and relied on manual reporting. Data-Driven’s published record describes an Azure warehouse that brought core Salesforce records into a central analytics platform.

Evidence note

The project is published without the customer identity

The organisation, baseline records, and source documents are not public. The architecture, quote, and result below come from Data-Driven’s published case record.

Customer

Name withheld

Sector

Not-for-profit

Primary source

Salesforce

Reporting

Power BI

“Partnering with Data-Driven AI and leveraging Microsoft Azure has been a game-changer for us. We’ve gone from fragmented, manual reporting to real-time insights that empower our team and strengthen our impact. The new data warehouse not only saves us time—it gives us confidence in every decision we make.”

CIO

Customer name withheld

Starting point

Manual reports could not keep pace with the data

The case record ties the reporting delay to source gaps, repeated handling, and access needs.

Data was spread across Salesforce and other sources.
Staff spent time extracting and preparing report data by hand.
Stakeholders did not have a current shared view of the records.
Access to donor information needed clear role limits.

Published architecture

Azure services moved source data into a repeatable reporting flow

The record names Azure Synapse Analytics for the warehouse and data processing, Power BI for reports, Bicep for repeatable environments, and role-based access for donor data.

Move core Salesforce entities into the Azure data platform.
Use Synapse to store, join, and prepare the records.
Deploy environments from Bicep definitions.
Give approved roles access to reports and sensitive data.

Published result

Reports moved from weeks to minutes

The timing comes from the anonymous project record. No public source provides the report list, sample period, or measurement method.

Weeks

Previous report cycle described in the case

Minutes

Recorded automated report cycle

Result boundary

Anonymous evidence needs careful use

The quote and timing apply to this recorded engagement. They do not establish a benchmark, a compliance result, or a result for the not-for-profit sector as a whole.