We are a small social enterprise based in Glasgow. We have implemented a new MS Dynamics system in 2017 and still seem to be struggling with data integrity and reporting clarity. We are not sure that our in house person actually has the skills / experience to meet our needs (not necessarily their issue more that the business and demands have grown beyond their capacity and there doesnt appear to be a source of training around suitable to this need). We need to provide contract reports to our commissioners and seem continually to be backtracking and saying oh yes thats not correct we will need to rerun and re-issue - not a good impression.
We use the system to record client numbers, attendances, appointment numbers, progress within a predefined scale, outcomes within a predefined scale etc. Our service delivery staff use form based data entry in the Dynamics app and we had that designed around our needs at the outset.
Our in house person seems to have made good progress and has provided us with some dashboards for managers and is able to do some numbers production and analysis etc, however we are concerned about the actual integrity and sources from which we draw the information not necessarily being correct.
So - we need someone who is expert in MS Dynamics, data structuring, and Power BI outputs to assess our existing structure, make recommendations for correction / change and potentially undertake a restructuring exercise that sees us being able to be confident in the data we have "at our fingertips". There may potentially be ongoing work that we would commission but the initial project is to get us to a point where we are confident in the data we have and the dashboards we use ti guide business decisions.