Automation Financial Services NGO Apache Airflow dbt

Automated ETL & Reporting Pipeline

This project demonstrates the reporting work that sits behind trustworthy dashboards: extracting data from multiple sources, validating records, quarantining errors and producing a clean reporting mart.

40hrs
Weekly time saved
3d โ†’ 1hr
Report turnaround
6
Source systems integrated
12
Live reports published
โš  Before
12 reports built manually each month-end. 3-day turnaround. 4 analysts tied up in copy-paste from 6 different source systems. Frequent errors, version conflicts, and missed deadlines.
โœ“ After
Fully automated pipeline refreshing hourly. Zero manual intervention for routine reports. New report added in under 1 hour. Analyst team redeployed to interpretation and decision support.
๐Ÿ”’
Use cases below are representative, not client-specific. Specific client names, proprietary data structures, and commercial configurations are protected under non-disclosure agreements. All scenarios are drawn from real-world problem patterns across multiple engagements and are presented here as transferable use cases to illustrate applicability.

Where this applies

Finance Teams
Month-End Reporting
Automate financial consolidation and variance reports that previously required 3 days of manual data wrangling across ERP, CRM, and spreadsheet sources.
NGO / M&E
Donor Report Generation
Schedule and publish indicator dashboards for multiple donor portals on a fixed cadence without analyst intervention or format rework.
Operations
KPI Alert Monitoring
Auto-refresh operational scorecards and trigger Slack or email alerts when KPIs breach configured thresholds โ€” before a manager has to notice.

Pipeline Architecture

๐Ÿ—„๏ธ
Source Systems
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๐Ÿ“ฅ
Airflow Ingestion
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๐Ÿ”„
dbt Transform
โ†’
๐Ÿ—๏ธ
Data Warehouse
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๐Ÿ“Š
Power BI Publish
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Alerts & Distribution
Interactive Simulator Added

ETL Pipeline Automation Sandbox

A reporting pipeline from source extracts to staging, validation, transformation, mart creation and dashboard refresh.

Use cases
Donor reporting, finance month-end, operations KPI monitoring.
Impact
Faster report turnaround, fewer errors, stronger auditability.
Outputs
Clean reporting mart, data quality results, CSV exports.

Problem Statement

Reporting teams often spend hours reconciling spreadsheets, ERP exports and operational files before analysis can even begin. This build shows how those repeated steps can be standardised and audited.

Automation ROI: A team of 4 analysts spending 10hrs/week each on manual reporting represents ~$80K/year in misallocated skilled labour at conservative rates. A properly automated pipeline pays back in under 3 months.