Project Information

• Category: Beneficiary Information Retrieval System (BIRS)
• Client: Charity, Call Center
• Duration: 15 Hours
• Tools & Technologies: Excel & Power BI

Project Overview

This project is a Unified Beneficiary Search System developed using Power BI to support Call Center and Operations teams in quickly retrieving beneficiary information from a centralized database. The dashboard was designed to allow users to search for a beneficiary using any available identifier, including phone number, mobile number, beneficiary name, national ID, case code, UNHCR file number, or UNHCR card number. Once a match is found, all relevant beneficiary details are displayed instantly in a single interface. The solution streamlines the search process, reduces response time, and eliminates the need to navigate multiple systems, enabling customer service representatives to provide faster and more accurate support.

Data Privacy Notice

All names, phone numbers, national IDs, case codes, organization names, and other sensitive information shown in this project have been replaced with fictional (Dummy) data for demonstration purposes. The original dashboard design and functionality have been preserved while protecting the privacy of the organization and its beneficiaries.

My Role

• Data cleaning and validation using Microsoft Excel.
• Identifying and resolving data quality issues.
• Data transformation using Power Query.
• Building the data model in Power BI.
• Designing the unified search interface.
• Developing an operational dashboard optimized for Call Center users.
• Improving the user experience by enabling searches through multiple identifiers.

Workflow