| Project Title |
R2R Enterprise Data Transformation |
| Project Topics |
Data Management
Operations
Research, Analysis, Evaluation
Strategic Planning
|
| Skills & Expertise |
Data Collection
|
| Project Synopsis: Challenge/Opportunity |
- Project Overview
- R2R connects donors of various goods with person(s) and/or families in need. These transactions are recorded in spreadsheets that currently serve the function of an invoice, capturing the details of the transaction and the parties involved.
- In order for R2R to begin to automate their processes, leveraging agentic AI resources, this historical data that R2R has accumulated in these invoice-like files needs to be converted into a formal database that can be leveraged to pivot upon common questions that will support future strategic and tactical decisions
- The first phase in this enterprise-wide technology transformation is the project these students will support: preparing the existing data for future ingestion by agentic AI processes
|
| Project Synopsis: Activities/Actions Required |
- Project Objective(s): Transformation of data files (currently housing common data across multiple files with slightly varied formats) into one, consolidated source of truth that can be referenced by a machine
- Milestones
- Review and triage of existing data: understanding what currently exists, the various levels of completeness and triaging the data appropriately
- Presentation of triaged data and development of data standardization timeline: presenting the completed classifications of the data reviewed, establishing a timeline for the standardization of the data and asking early questions on unknowns
- Mid-timeline Review Session: opportunity for the students to present mid-project progress and ask additional questions on unknowns
- Late-timeline Review Session: final review session for questions prior to students completing the project (should occur a few days before final date)
- Outcome
- Final Presentation: students present the finalized database of data that will act as the foundation of future technology initiatives of the nonprofit
- Deliverables:
- Proposal Brief
- Business Requirements Document
- Final Presentation Deck
- Finalized Database
- User Guide Document
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| Project Synopsis: Expected Results |
- Success:
- Complete transformation of historical transaction data into a queryable and referenceable database that can be
- Easily ingested by machines/LLMs for future use in automated processes
- Leveraged by management in strategic decision making,
- Leveraged to create pivot charts and tables
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