Charter Schools USA was managing millions in grant reimbursements across 80 schools—but using SharePoint folders. There was no way to track status, identify delays, or hold teams accountable. This lack of visibility was putting grant dollars at risk and creating confusion across school, state, and national levels.
DataGenie built a centralized reimbursement management system using the Microsoft Power Platform:
Each stakeholder—school leaders, area directors, executives—received real-time insights relevant to their role.
100% of eligible grant funds utilized
MVP launched in 1 month
Streamlined cross-team communication
100% of eligible grant funds utilized
