Empowering Charities Harnessing Data for lmpactful Automation, Analytics, and Visualisation

Session 1

Objective: Equip participants from charity organisations with the essential knowledge and skills to implement Robotic Process Automation (RPA) to streamline operations, improve efficiency, and maximising impact.

Introduction to Robotic Process Automation (RPA)

• Learn how RPA can enhance efficiency and reduce costs for charities by automating repetitive tasks
• Explore a practical RPA tool for implementing automation solutions
• Gain hands-on experience creating RPA workflows for charity-specific tasks

RPA tools and technologies

• Overview of popular RPA tools (e.g., UiPath, Automation Anywhere, Blue Prism)
• Comparison of RPA tools based on features, pricing, and suitability for charities
• Selecting the right RPA tool for your organisation's needs

Getting started with RPA

• Identifying automation opportunities within charity operations
• Process mapping and documentation
• Creating a roadmap for RPA implementation

Build your own bot

• Practical demonstration of building a basic automation workflow using a selected RPA tool
• Participants follow along with step-by-step guidance
• Q&A session to address specific challenges and concerns

Session 2

Objective: Provide participants from charity organisations with a comprehensive understanding of data analytics and visualisation using popular and current big-data tools in the industry. The training will cover key concepts, techniques, and best practices to empower participants to leverage data effectively for decision-making and impact assessment.

Excel window and data structure discussion

• Introduction to MS Excel interface and workbook organisation
• Variable creation, indexing, and data types (text, date, numeric, logical)
• Overview of worksheet functions for data manipulation

Definitions and sample data

• Explanation of time series, cross-sectional, and panel datasets
• Presentation of relevant sample data for hands-on exercises
• Formatting cells for different data types (text, date, numeric)     Introduction to logical functions and conditional formatting
• Practical exercises on formatting and data validation

Data cleaning and summary statistics

• Techniques for data cleaning (removing duplicates, handling missing values)
• Calculation of summary statistics (mean, median, mode, range, standard deviation, skewness, kurtosis) using Excel functions
• Hands-on exercises on data cleaning and statistical calculations

Relationship between variables: correlation analysis

• Understanding the concept of correlation between variables
• Calculation of correlation coefficients in Excel
• Interpretation of correlation results and implications for decision-making

Patterns and trends: interpretation

• Identifying patterns and trends in data using MS Excel tools
• Interpretation of patterns and trends in the context of charity operations
• Statistical significance and economic significance

Linear models in MS Excel: interpretation, assumptions, and limitations

• Introduction to linear models (regression analysis) in MS Excel
• Understanding assumptions and limitations of linear models
• Open floor for participants to ask questions and seek clarification

Introduction to quantitative analysis

• Understand data structure and variable construction
• Learn various sample types, functions and formats
• Clean, summarise and visualise data
• Understand and interpret the relationship between variables
• Perform basic trend analysis and liner models

Workshop evaluation multiple-choice question (MCQ)

Objective: Provide participants from charity organisations with a comprehensive understanding of data analytics and visualisation using popular and current big-data tools in the industry. The training will cover key concepts, techniques, and best practices to empower participants to leverage data effectively for decision-making and impact assessment.

Introduction to big data and analytics

• Understanding big data and its relevance to charity organisations
• Overview of data analytics and its benefits for decision-making
• Challenges and opportunities in data-driven decision-making for charities

Introduction to data visualisation and data reporting

• Importance of data visualisation in conveying insights
• Principles of effective data visualisation
• Overview of data reporting tools and their capabilities

Data preparation and transformation

• Introduction to big data tools
• Data preparation techniques (data cleansing, data integration, data transformation)
• Hands-on workshop: selected tool for data preparation and transformation

Workflow automation

• Workflow automation concept
• Benefits of workflow automation for efficiency and scalability
• Business report presentation and dynamic dashboard with selected business intelligence (BI) tool

Case studies and best practices

• Real-world case studies
• Lessons learnt and key takeaways

Workshop evaluation multiple-choice question (MCQ)