Women's Community Shelters

Women's Community Shelters uses CIMS for client and service work. To make that data useful for management, funder and board reporting, staff had to get it out, check it and turn it into a consistent set of measures.

The reporting task was not just a dashboard design problem. Source extracts, joins and calculation definitions had to be made dependable first.

We implemented a controlled CIMS extraction path that keeps the original source files, validates the data and publishes a curated reporting release into the client's SharePoint environment. Power BI then refreshes from that governed release.

The views are specific to the organisation and its reporting questions, rather than a generic sector dashboard. The process makes it easier to trace a reported figure back to its source and definition.

The extraction and reporting flow now runs without routine staff action. The work also exposed calculation and data-join issues, so we could correct those definitions or surface them for review before they were relied on in reporting.

This case study describes the implemented reporting path. It does not imply that CIMS was replaced or that every corrected figure has been formally accepted by the board.