The smartest tools at your disposal for spectacular reports 

Power BI connects all your data sources in one location where you can transform or model your data and create charts and graphs that bring your organization’s story to life.  As Microsoft describes it, “Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights.”  

CaseWorthy has a fully interactive, embedded Power BI solution adding to our already best-in-class case management application. With Power BI, human services organizations can leverage this business intelligence tool that until now, has only been accessible to their for-profit counterparts.

The Power of Power BI Embedded 

If you’re not already using a business intelligence tool for your human service data management, it’s easy to get started. Signing up for the Power BI desktop version is free and a great way to “level up” your reports. Once you learn your way around, embedding Power BI inside of CaseWorthy is a cinch! (More on that below) 

Rather than generating new reports, downloading them, and sending them to colleagues, Power BI simplifies the publication and distribution process. Reports update data in real-time and can send directly from within the application. 

Sometimes, the most powerful data insights are hidden beneath the surface. The most dangerous threats to your reports are the questions you didn’t think to ask. Power BI has the capability to locate these valuable insights and answer the questions you have about your clients and your community impact. 

But what about once you’ve collected those meaningful insights? You need a way to share them in visually appealing ways to attract the attention of donors and impress stakeholders. Power BI can not only enhance the quality of your data but make your reports visually stunning in easy-to-understand formats that sets them apart. 

CaseWorthy users LOVE their customization options which is why Power BI fits naturally within our platform and takes your data management and impact analysis to the next level. You can customize the app’s navigation and security features, so you have easy access to your data (and others don’t!). 

How to get started

If you have questions or would like to learn how to get Power BI embedded in your case management system, fill out the form below and let us know how we can help you.