How we help you
We help you navigate complex data requirements and apply the solutions you need to better track and communicate the story of your impact. And we offer tailored analytics solutions that are designed to grow with your programs, providing insight into how you can empower lasting change in your community.
Deeper insights into your programs like Head Start to help grow your impact
Maintain compliance with data rules and requirements
Understand what’s happening inside your organization
Data and analytics solutions focused on your specific needs
We help you make data your ally
Wipfli offers an in-depth understanding of how human service organizations operate along with cutting-edge awareness of how the right data and analytics tools can help you improve operations, broaden impact and use your resources more effectively.
Explore our data and analytics services
Wipfli’s innovative Head Start analytics solution seamlessly integrates your ChildPlus and other program data into one source for operational and outcomes reporting using Microsoft Power BI. With our dashboards, you’re not just getting an analytics tool — you’re gaining a true collaborator in your mission to serve children and families.
Our Head Start analytics solution collects all your data in one place, giving you a 360-degree view of each child in your programs, from enrollment to family outcomes.
With these dashboards, you can:
- Treat your data as an asset: Consolidate and own your program data within an agency database to support quality, current and future reporting, and analytics requirements across compliance, outcomes and operational efficiency.
- Save time with customizable, automated reports: Customize Wipfli’s templates to your agency’s specific metrics, reports and visualizations. Our dashboards automate your data and reports, saving you hours and days of time otherwise spent on manual reporting methods that rely on manipulating Excel downloads.
- Track board-level reporting to operational reporting using drill-throughs: Track critical enrollment- and attendance-related metrics from the higher program or sites level and drill down to the child level — all in one report.
- Enjoy a rich and easy-to-use user experience: Our data visualizations allow you to correlate data across processes and tell your data stories to board members, community and program staff members. Easy visibility allows staff members to access data-driven insights and be more responsive to needs.
- Leverage artificial intelligence: Built on Azure with a strong data foundation, Wipfli’s dashboards allow for integration of predictive capabilities, gen AI voice-based data entry, text analytics and forecasting capabilities.
- Visualize data in a single view: The platform eliminates the need to flip through multiple compliance systems for individual views of data, helping you make better programmatic decisions.
Reporting
Wipfli’s Head Start reporting solutions are highly customizable and extendable. Reports can include staffing, child and family outcomes, financial reports and more, such as:
- Enrollment: Track counts of funded versus enrolled, statuses (enrolled, dropped, completed, waitlisted), transitions from and to programs, and the enrollment pipeline.
- Attendance: Track counts/percentages based on absence reasons and chronic absences.
- Health requirements and immunizations: Track age group-based reporting of health, dental and immunization assessments, as well as a BMI report for children that categorizes healthy weight, overweight, obese or underweight.
- Meals and nutrition: Track meals served (breakfast, lunch, snacks)
- 360-degree view of a child: View one consolidated report per child that displays family demographics and all the above metrics.
- Demographic insights: Understand your clients’ current demographics and community’s needs through visualizations and ArcGIS with poverty line statistics and other key demographics that can help you better plan and assist families.
- Sites scorecard: Compare agency sites’ performance based on 10 metrics.
Wipfli understands the complexity human services organizations face in managing data from all the systems you need to meet federal and state reporting requirements. Our team can help you develop a strategy and manage your data — including support for implementing a whole family approach — so that you can build a data-driven culture while maintaining compliance.
Whether you’re integrating case management platforms, aligning with performance metrics or streamlining reporting processes, we can help you turn fragmented data into actionable insights, including services for:
- Cloud data management
- Data integration
- Implementing a data warehouse
- iPaaS integration
- AI strategy and adoption
We also offer data governance support that can equip your organization with:
- Master data management
- Metadata management to help ensure data is clean and trustworthy
- Established standards for data ownership, lineage and quality
- Cybersecurity
Wipfli’s digital team can help you design a scalable database architecture capable of growing with your organization and adapting to evolving community needs. We focus on building a data infrastructure that not only supports your day-to-day operations but also empowers you to tell your story, measure impact and drive meaningful change.
Database strategy and road-mapping
A strong data strategy is the backbone of effective service delivery and impact measurement. At Wipfli, we help human services organizations build a clear, actionable roadmap for their data infrastructure. We work closely with your team to understand your organization so that we can help you develop a strategy that serves your mission, operations and long-term goals.
Centralized intake process and data alignment
Wipfli takes a human-centered design approach to streamline your intake processes and maintain data alignment across programs and departments. We help you identify the processes, tools and strategies that can drive better outcomes. We also help align data collection and reporting to support compliance, funding requirements and strategic decision-making.
Holistic case management design and implementation
Wipfli’s holistic case management solutions are designed to help human services organizations deliver coordinated, compassionate and data-informed programs. By implementing the right case management platform, we can help you reduce your staff’s administrative burden and enhance service delivery. We also support workflow and system designs that align with your program’s requirements and interconnected services.
Core systems integration
Integrating your systems is the first step in gaining real-time access to cross-program insights and performance metrics. Wipfli helps you navigate core system integration with a centralized data warehouse. We support data migration and importation from your systems, focusing on accuracy, integrity and minimal disruption.
Insights and Resources
ARTICLE
Simplify FFHS grant compliance with a compliance calendar
For federally funded human services (FFHS) organizations, federal funding helps sustain programs and services that communities rely on. But that money does not come without strings attached. It introduces a significant set of 2 CFR Part 200 compliance and audit responsibilities. Compliance with federal grant requirements is a year-round responsibility. For many FFHS organizations operating with lean administrative teams, balancing program delivery with documentation, monitoring and reporting obligations can be challenging. Without a structured approach, compliance activities often compete with mission-focused work for limited staff time. To manage these obligations more effectively, many organizations are adopting compliance calendars that help transform regulatory requirements into a structured workflow. Keep reading to learn how your organization can use a compliance calendar to organize grant compliance requirements and reduce audit surprises. What are the 2 CFR Part 200 compliance and audit requirements? Federal grant recipients and subrecipients must comply with 2 CFR Part 200, commonly known as the Uniform Guidance. These regulations establish rules for managing federal funds, maintaining accountability, demonstrating compliance throughout the grant life cycle, and meeting federal audit requirements. Core 2 CFR Part 200 compliance obligations Federal grant recipients and subrecipients must establish processes to demonstrate that funds are being spent in accordance with award requirements. Key obligations include: Written policies: Maintain documented policies governing procurement, financial management, travel, cost allowability and other grant-related activities. Internal controls: Establish controls that help safeguard federal funds, detect issues early and support ongoing monitoring. Cost principles: Ensure all expenses charged to a grant are allowable, allocable and reasonable under federal requirements and award terms. Subrecipient monitoring: If applicable, assess subrecipient risk, monitor performance and verify that downstream subrecipients comply with applicable requirements. Record retention: Retain financial records, supporting documentation and other records required by federal award terms for at least three years from the date of submission of the final financial report, unless a longer retention period applies. Uniform Guidance audit obligations Uniform Guidance also establishes the following audit requirements: Single audit threshold: Organizations that expend $1,000,000 or more in federal awards during their fiscal year must undergo a single audit or a qualifying program-specific audit. Program-specific audit: Under certain conditions, organizations may be eligible for a program-specific audit. Auditor independence: Organizations must hire an independent auditor to conduct a single audit. The auditor must be independent and comply with the ethical and independence requirements of the Generally Accepted Government Auditing Standards (GAGAS). Data collection and submission: The reporting package and data collection form must be submitted to the Federal Audit Clearinghouse within 30 calendar days of receiving the auditor’s report, or within nine months after the end of the audit period, whichever is earlier. Resolution and corrective action: Organizations must address audit findings and implement corrective actions when deficiencies are identified. Compliance needs to be continuous, not an annual event Many organizations still think about compliance as an annual event. They will wait to gather documentation and records until an audit is about to begin. Under 2 CFR Part 200, compliance activities occur throughout the grant life cycle, requiring ongoing monitoring, documentation and oversight. Internal controls, spending reviews and program performance requirements need to be ongoing between audits. If your organization focuses only on compliance in preparation for an annual audit, you are more likely to have issues with missing documentation, delayed reports or unresolved control issues. The challenge for many FFHS organizations is not understanding the requirements. It is keeping track of hundreds of tasks, deadlines and reviews across multiple programs. That is where a compliance calendar can help. What is a compliance calendar? A compliance calendar is a centralized tool that tracks grant deadlines, reporting requirements, monitoring activities, documentation reviews and other compliance tasks. In practice, a compliance calendar functions as a project management tool specifically designed for grant compliance. Rather than simply listing reporting due dates, an effective compliance calendar breaks each obligation into its required actions. It identifies who is responsible, establishes milestone deadlines and provides reminders before key deliverables are due. This approach helps transform compliance from a series of deadlines into a repeatable process. A compliance calendar will: Notify staff of upcoming due dates Compliance calendars can assign tasks to specific roles and generate reminders before deadlines arrive. Program staff, finance teams, grant managers and leadership can all receive notifications when action is required. Increased visibility into grant responsibilities helps ensure they do not slip through the cracks and reduces the risk of missed deliverables. Create a single source of truth A significant advantage of a compliance calendar is centralization. Instead of scattered spreadsheets, emails and personal reminders, organizations can maintain a single source of truth for grant requirements and upcoming tasks. This improves visibility across departments and makes it easier to coordinate activities. What should be included in a compliance calendar? An effective compliance calendar translates regulatory requirements into specific scheduled activities. Rather than tracking only final due dates, it breaks compliance obligations into the tasks that need to occur beforehand. For each grant, consider including: Financial and programmatic reporting activities: Key reports and the steps required to prepare them, such as budget-to-actual reviews, reconciliation of grant expenditures, collection of program performance data, management review and final report approval. Monitoring and internal control activities: Periodic reviews designed to identify issues early, including transaction testing, review of supporting documentation, segregation of duties assessments, cash management reviews and follow-up on previously identified concerns. Subrecipient oversight activities (if applicable): Risk assessments, monitoring visits, review of required reports, documentation of follow-up actions and verification that corrective actions have been implemented. Grant administration requirements: Budget modification deadlines, equipment inventories, policy and procedure reviews, staff training requirements and grant closeout activities. Each activity should identify a responsible person, target completion date, required documentation and any review or approval steps needed before the task is considered complete. For example, if a quarterly federal financial report is due October 30, the compliance calendar might schedule expenditure reconciliations by October 10, supporting documentation reviews by October 15, management review by October 20 and final approval before submission. By assigning responsibilities and deadlines to each step, organizations can reduce the risk of incomplete reports, missing documentation or last-minute corrections. How does a compliance calendar reduce audit findings? A compliance calendar helps organizations identify and correct issues before they become audit or monitoring findings. The calendar helps staff establish a regular cadence for performing monitoring activities and documentation reviews throughout the year. If a compliance issue emerges, it can be investigated and corrected before an audit or monitoring visit. For example, your compliance calendar can notify a staff member that it is time to review grant-related transactions. During that review, it is discovered that an invoice, approval form or other required record is missing. Thanks to the early discovery, they can locate the documentation and resolve the problem before an audit or monitoring event occurs. If the same issue is discovered by auditors or monitors and supporting evidence cannot be produced, the expense may be questioned or disallowed, even if the expenditure was legitimate. Every grant needs its own calendar Each federal award has its own timeline for compliance obligations. Track every grant individually while maintaining a centralized view of all grant activity. A compliance calendar should follow each grant from award through closeout, accounting for reporting and budget deadlines, monitoring activities and renewal requirements. How can compliance calendars reduce staff burnout? Compliance calendars help organizations plan compliance activities in advance rather than relying on reactive efforts near reporting deadlines or audit fieldwork. When staff can see upcoming deadlines weeks or months in advance, they can schedule tasks as needed, coordinate across departments and avoid emergency requests. Rather than relying on personal reminders and spreadsheets to remember due dates and monitoring requirements, employees can rely on a structured system to keep tasks organized. This structured approach is especially valuable for FFHS organizations that operate with minimal staff. People choose to work at an FFHS because they want to serve community needs, not perform administrative tasks. A compliance calendar can help organizations manage compliance demands more predictably, reducing disruptions to program operations. Compliance calendars can be used for more than grants While grant compliance may be a top priority, the same approach can support other organizational requirements. Examples include: Cybersecurity regulations and frameworks: Track risk assessments, training activities, policy reviews and security testing schedules. Procurement compliance: Monitor purchasing requirements, bid deadlines, contract renewals and procurement reviews. Internal compliance programs: Manage policy updates, board reporting requirements and other governance activities. How to get started with compliance calendars The first step in implementing a compliance calendar is to assess whether the software you already have meets your needs. Do your current tools allow you to: Clearly assign compliance responsibilities Send automated reminders to staff Consistently track reporting deadlines Provide program and finance teams access to the same information View all active grants For smaller organizations that only need to manage a handful of grants, the calendar tools in Microsoft Outlook may be sufficient. Larger organizations managing more grants will likely need a more robust tool like Microsoft D365 or Sage Intacct , which has grant management capabilities, including task tracking and checklist functionality. Read more As nonprofit funding tightens again, can clearer insights help you make more of what you do have? What potential Form 990 changes could mean to tax-exempt organizations Compensation strategies for nonprofits competing in tight labor markets
CASE STUDY
Easterseals New Jersey
See how Easterseals New Jersey modernized finance and strengthened data security to meet Medicaid requirements, streamline reporting and scale whole person care.
ARTICLE
How nonprofits can implement a technology strategy designed for long-term growth
Yet again, nonprofit leaders are looking for ways to do more with less. Nonprofits everywhere are facing extreme challenges like cuts to federal grants, political uncertainty and broad competition for donor dollars. However, the right tech can help nonprofits not just survive but thrive. The right tech tools are not actually a cost center but rather an investment that drives growth and multiplies your ability to serve your constituents. Keep reading to learn more about how nonprofits can implement an innovative, effective tech strategy to maximize impact even with limited resources Common tech strategy challenges nonprofits are facing Nonprofits have traditionally approached tech reactively — searching for Band-Aid solutions only after a problem becomes too urgent to ignore. As a result, many nonprofits lack a coherent tech strategy, which means that leaders tend to see tech as just another painful expense. Lacking a technology plan for the future This challenge is also made more complicated by the fact that most nonprofits lack strategic tech leadership in-house. Organizations frequently have a capable IT staff, but those team members are focused on keeping existing systems running, not rethinking how the nonprofit can use tech to better accomplish its mission. During more flush economic times, your organization can probably get away with this approach. But as resources grow more scarce, tech is often the key to performing your mission with a smaller budget. That’s why it’s so helpful to flip the script and start thinking of tech as an investment that will help your organization to serve more people, more effectively. The key to doing this is pursuing a holistic, big-picture tech roadmap that isn’t just about fighting today’s fire but rather building a foundation for your nonprofit to thrive over the next five to 10 years. Start by questioning the status quo. Ask things like: What specific organizational problems are you consistently running into? How can you do things more effectively and efficiently? How are your current systems holding you back ? Measuring tech ROI Another question organization leaders need to ask is: How will we measure the ROI of tech investments? Nonprofit leaders may grasp the overall utility of better tech but struggle to show projected ROI to the donors needed to actually fund the transition. One reason for this is that it’s often unclear where IT ownership falls within the organization. Ideally, the entire executive team should have some responsibility, but it’s also key to identify a technology champion and a governance structure that clarifies who is responsible for what — and many organizations haven’t done that. This is one area where it can be helpful to work with an advisor. An advisor can assess your specific needs and also help you actually put numbers behind your strategy to create a detailed, thoughtful plan you can take to your donors. You don’t have to have all these answers yet, just be thinking about the questions. And ideally, your whole team should be doing this, with open lines of communication to and from leadership. What are the right tools for a nonprofit tech strategy? The first step to upgrading your tech isn’t buying new tech. Far more important is to assess your organization’s specific needs to create a roadmap for your holistic tech strategy. Some nonprofits might need new enterprise software, while others might have many of the right tools already in place but need help connecting fragmented data sources. A tech strategy is ultimately about strengthening your core processes, not accumulating the latest shiny toys. That’s why it’s so important to start with an innovative mindset and a clear governance structure to oversee a tech transformation within your organization. However, there are also essential tech solutions that most nonprofits need. Some of the major ones include: CRM (customer relationship management platform) A CRM platform allows you to more easily connect with your constituents and donors. Nonprofits can use a CRM to oversee individual constituent or donor relationships, send to email lists, access contact information and automate many elements of communication. Some organizations may use an AMS (association management software) or volunteer management system for this purpose. ERP (enterprise resource platform) An ERP (enterprise resource platform) is a financial and operations system that offers your nonprofit clearer financial reporting and performance data and can integrate information from a host of different sources into dashboards. This saves your accounting team significant time and helps your organization to make smarter decisions based on a more accurate understanding of your circumstances. AI and automation tools AI is more than ChatGPT and Copilot. Fully leveraging AI means using more targeted tools that solve specific problems. For example, you might use an AI tool to build a website in minutes, or experiment with using an AI agent to fill out intake forms automatically. The real value here is usually automation, because if you can automate a lower-value task, you’re freeing up your team members to do higher-value work. How does tech help nonprofits grow? Implemented as part of a thoughtful strategic roadmap, a tech upgrade can help you scale up your operations, cut back on inefficiencies and better engage with both your constituents and donors. This gives you a foundation to not just survive challenging times but grow. Expanded reach: Let’s say you can use automation tools to cut down the time it takes to sign up a new constituent for a package of state benefits and services from 10 hours to one hour. Suddenly, your team may be able to serve significantly, perhaps even exponentially, more constituents than before. Cost savings: In the long run, better tech can actually save money. If you replace a dozen different Band-Aid software solutions with one new, integrated platform, you will spend more upfront — but may cut down your monthly subscription costs substantially once your new platform is in place. Increased donor engagement: You can use tools like CRM to market your events or fundraising drives. Plus, donors like to see organizations running on effective, efficient tech, because it means more of their donations are going toward your core mission rather than operational overhead. Greater financial clarity: Better tech gives you more clarity into where your money is going and what your current financial picture looks like. This helps leaders make smarter strategic decisions and frees up your accounting team to do more useful, big-picture work like scenario modeling. How do nonprofits create a culture of innovation? Creating a culture of innovation or an innovation pipeline will help your nonprofit develop a more effective tech strategy and make better use of any new systems you do invest in. But how do you go about doing that? Innovation workshops : Bring departments together to talk about problems and brainstorm if and how tech can help solve them. Having an ideas box can also be useful (if you actually pay attention to it). Emphasize communication: The most effective tools are simply listening and communication. Specifically, your leadership needs to ask the whole organization to explore new ideas and question established processes — and then actually listen to feedback that comes out of that journey. As changes begin to take place, leaders need to continue to communicate. Your team needs to know what’s changing and why. Taking this communication-centered approach will help your team to better identify problems, come up with creative solutions and implement those solutions in a way that delivers maximum benefit to your organization. Read more Integrated systems boost your nonprofit’s organizational effectiveness — and keep funders happy Associations are sitting on a data gold mine. Are leaders making the most of it? Nonprofits with strong boards outperform peers. Here’s how to improve yours
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