Client Success Story
Power BI Case Study – Non Profit
Empowering The Boaz Project with Real-Time Financial Insights
Snapshot: The Boaz Project
Non profit serving orphans and vulnerable children globally for over 25 years
Gained real-time visibility into segmented fund balances and historical financial data
Integrated QuickBooks Online and Custom Power BI Dashboards
“I knew Power BI had the potential. I just needed a partner who could bridge that technical gap. ProLytics did exactly that.”
– Jim Jurgensen, CFO
The Boaz Project
About The Boaz Project
The Boaz Project is a nonprofit dedicated to supporting orphans and vulnerable children around the world. With a mission rooted in compassion, the organization has spent the past 25 years operating with heart, grit, and resourcefulness—often without the financial visibility that many for-profit companies take for granted.
The Challenge
Despite using QuickBooks for over a decade, CFO Jim Jurgensen and his team at The Boaz Project were struggling with one of the most fundamental needs in financial management: understanding their fund balances in real time.
Reconciling accounts was a monthly process, and even then, it provided a snapshot that was already days out of date. As a mission-driven organization reliant on donor funds and grant alignment, The Boaz Project was forced to go through a lengthy and tedious process to get current figures for board reporting and strategic decisions.
“We’re not selling widgets,” explained Jim. “QuickBooks is built for product-based businesses. For a nonprofit like ours, getting meaningful insight into our finances meant running three reports and using a 10-key calculator and a bunch of quick math just to estimate the balance of a fund – but its not sustainable, we needed help.”
“Until we worked with ProLytics, we never had a way to see—in real time—where our finances stood. In 25 years of operating, that kind of visibility just wasn’t possible.”
– Jim Jurgensen
The Solution
Jim discovered ProLytics Consulting Group through a targeted Google search for nonprofit dashboards—but this wasn’t a casual inquiry. As a nonprofit leader, he had grown cautious of generic solutions and consultants who often underestimate the unique complexities of nonprofit operations. From compliance reporting to donor transparency and fund-specific allocations, Jim knew that his organization needed more than surface-level support.
During his first conversation, it became evident that ProLytics was different. Rather than offering a one-size-fits-all tool, the team engaged with a level of depth and understanding that Jim hadn’t encountered with other firms. It was clear they had not only the technical expertise but also a strong grasp of the nonprofit landscape.
This wasn’t ProLytics’ first venture into the nonprofit sector. Their proven track record includes successful implementations for a mental health awareness organization managing complex grant reporting, and a donor-funded youth program requiring real-time fund tracking. These experiences positioned ProLytics as a strategic partner—not just a vendor—capable of translating financial and operational challenges into scalable, automated solutions.
With Power BI as the core analytics platform, ProLytics crafted a tailored dashboard that seamlessly integrated with QuickBooks. The outcome was a real-time, dynamic financial view—custom-built to support nonprofit reporting, segmented funds, month-over-month comparisons, and historical benchmarking. For Jim, this wasn’t just about technology. It was about enabling smarter decisions, enhancing transparency, and building trust with donors, boards, and partners alike.
The Boaz Project + Power BI: Key Outcomes
Real-time Fund Visibility
Transformed outdated monthly reconciliation into instant access to current fund balances—helping the team make timely, data-informed decisions.
Streamlined Reporting
Eliminated the need for manual calculations and multiple QuickBooks reports, reducing time spent on board and donor reporting.
Enhanced Transparency and Trust
Delivered digestible, board-ready visuals that boost donor confidence and strengthen financial stewardship across the organization.
The Experience
Jim noted that working with ProLytics felt collaborative from the start. Even though he considered himself technically minded, he found value in the patience, professionalism, and expertise of the ProLytics team.
“You guys never made us feel like a discounted client. That happens a lot to nonprofits—we ask for a little help on pricing, and sometimes we’re treated like an afterthought. Not with you. Every person I worked with was thoughtful, responsive, and genuinely committed to helping us succeed.”
Even when challenges arose—like terminology gaps or technical troubleshooting—the ProLytics team remained solutions-oriented and inclusive.
The Impact
With the new dashboard in place, The Boaz Project is now able to:
- Instantly access current fund balances—any time of the month
- Reduce manual calculations and reporting time
- Share visual, digestible insights with management and board members
“The biggest win? Less hassle. What used to take multiple reports, spreadsheets, and manual math now takes a glance. For the first time in our organization’s history, we actually know where we stand financially, without waiting a month.”
– Jim Jurgensen
Final Thoughts
ProLytics helped turn a 25-year operational blind spot into a strength. The partnership not only delivered a technical solution but also respected and empowered the nonprofit’s unique context.
Looking Ahead...
With their Power BI dashboards up and running, The Boaz Project is now better positioned to plan programs, pursue grants, and deepen their impact—with clarity and confidence.
“I’m grateful for the partnership. We weren’t just another client—you treated us like we mattered. That makes all the difference.”
– Jim Jurgensen
Interested in bringing this kind of clarity to your nonprofit?
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