Optimizing Grant Tracking and Reporting with DiLytics Pre-Built Grant Insight Solution

Enabled proactive grant management through a centralized Power BI analytics platform, providing real-time visibility into funding, budgets, expenditures, balances, and compliance while accelerating time-to-value with DiLytics’ pre-built Grant Insights Solution.

6

Grant management analytics subject areas delivered

15+

Grant dimensions integrated for enterprise reporting

7

Grant financial and operational fact models unified through analytics

Executive Summary

A large public utility district sought to improve visibility into grant funding, expenditures, budgets, balances, and project performance while enabling more effective oversight of grant-funded initiatives. Existing reporting capabilities limited timely access to information required for grant monitoring, financial accountability, and decision-making.

DiLytics implemented its pre-built Grant Insights solution on Microsoft Power BI, leveraging standardized grant data models, semantic layers, KPIs, dashboards, and reporting templates. The solution delivered analytics capabilities spanning grant budgets, expenditures, funding allocations, balances, installments, and budget control processes.

The implementation improved grant visibility, strengthened financial oversight, enhanced accountability, reduced reporting effort, and enabled data-driven management of grant-funded programs through a centralized analytics platform.

A large public utility district sought to improve visibility into grant funding, expenditures, budgets, balances, and project performance while enabling more effective oversight of grant-funded initiatives. Existing reporting capabilities limited timely access to information required for grant monitoring, financial accountability, and decision-making.

DiLytics implemented its pre-built Grant Insights solution on Microsoft Power BI, leveraging standardized grant data models, semantic layers, KPIs, dashboards, and reporting templates. The solution delivered analytics capabilities spanning grant budgets, expenditures, funding allocations, balances, installments, and budget control processes.

The implementation improved grant visibility, strengthened financial oversight, enhanced accountability, reduced reporting effort, and enabled data-driven management of grant-funded programs through a centralized analytics platform.

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Client Overview

The client is one of the largest public utility districts in the United States, responsible for delivering essential wastewater treatment and environmental services to millions of residents. Effective procurement operations are critical to managing supplier relationships, controlling costs, maintaining inventory availability, and supporting ongoing infrastructure and operational initiatives.

Lack of Unified Visibility Across Grant-Funded Programs

Grant administrators and finance teams required better visibility into grant funding, expenditures, project allocations, and budget utilization. Existing reporting capabilities limited timely access to information needed for financial oversight, compliance monitoring, and proactive grant management.

Limited Grant Performance Visibility

Limited Grant Performance Visibility

Stakeholders lacked centralized insight into grant funding, expenditures, balances, and project performance across funded initiatives

Complex Budget and Funding Management:

Complex Budget and Funding Management:

Tracking grant budgets, funding allocations, expenditures, and available balances across multiple projects was challenging and time-consuming

Manual Monitoring and Reporting Processes

Manual Monitoring and Reporting Processes

Grant monitoring and reporting activities required significant manual effort, reducing operational efficiency and delaying decision-making

Need for Standardized Grant Analytics

Need for Standardized Grant Analytics

The organization required consistent performance measurement, financial oversight, and governed reporting across grant-funded programs

Lack of Unified Visibility Across Grant-Funded Programs

Limited Grant Performance Visibility

Limited Grant Performance Visibility

Stakeholders lacked centralized insight into grant funding, expenditures, balances, and project performance across funded initiatives

Complex Budget and Funding Management

Complex Budget and Funding Management

Tracking grant budgets, funding allocations, expenditures, and available balances across multiple projects was challenging and time-consuming

Manual Monitoring and Reporting Processes

Manual Monitoring and Reporting Processes

Grant monitoring and reporting activities required significant manual effort, reducing operational efficiency and delaying decision-making

Need for Standardized Grant Analytics

Need for Standardized Grant Analytics

The organization required consistent performance measurement, financial oversight, and governed reporting across grant-funded programs

Accelerating Grant Management with a Prebuilt Insights Solution

DiLytics implemented its pre-built Grant Insights solution on Microsoft Power BI, providing a centralized analytics platform for grant management and financial oversight. Leveraging pre-configured grant data models, semantic layers, KPIs, dashboards, and reporting templates, the solution accelerated deployment while enabling comprehensive grant performance monitoring and self-service analytics.

Services Provided
  • Conducted business requirements and grant analytics workshops.
  • Configured and deployed the Grant Insights solution
  • Customized pre-built grant semantic models and reporting components
  • Integrated grant, project, budget, funding, and expenditure data
  • Developed dashboards, reports, KPIs, and self-service analytics capabilities
  • Implemented role-based security and governed data access controls
  • Conducted user training, adoption enablement, and knowledge transfer activities
Business Solution

The solution delivered analytics capabilities across six major grant management areas:

  • Grant Budget Analytics: Providing visibility into budget allocations, budget versions, revisions, and budget utilization
  • Grant Expenditure Analytics: Providing visibility into cost distributions, expenditures, suppliers, organizations, and grant spending patterns
  • Grant Funding Analytics: Providing visibility into project funding allocations and grant-funded initiatives
  • Grant Balance Analytics: Providing visibility into beginning balances, ending balances, available funding, and financial position
  • Grant Instalment Analytics: Providing visibility into grant disbursements, instalment payments, and funding schedules
  • Grant Compliance & Budget Control Analytics: Providing visibility into budget control packets, funding utilization, grant performance, and financial accountability
Technical Solution
  • Leveraged DiLytics’ pre-built Grant Insights accelerator as the foundation for the analytics solution
  • Implemented Microsoft Power BI as the enterprise grants analytics platform
  • Developed analytics models across six grant management subject areas
  • Integrated grant awards, projects, budgets, expenditures, funding, and financial dimensions into a governed reporting environment
  • Enabled self-service reporting through standardized semantic models and reusable analytics assets
  • Established a scalable grants analytics framework supporting future reporting and compliance requirements

Real-Time Insights Driving Better Grant Management and Compliance

The Grant Insights Solution transformed grant reporting and oversight by centralizing critical information, improving transparency, and enabling proactive management of grant-funded programs through trusted analytics.

Improved Grant Visibility

Delivered comprehensive visibility into grant funding, expenditures, budgets, balances, and financial performance

Enhanced Financial Oversight

Enabled proactive monitoring of grant utilization, budget consumption, and project funding allocations

Increased Accountability and Compliance

Provided standardized reporting and performance measurement to support financial accountability and governance requirements

Faster Decision-Making

Empowered grant administrators and project managers with timely access to trusted information and actionable insights

Reduced Reporting Effort

Automated grant monitoring and reporting processes, minimizing manual analysis and administrative workload

Accelerated Time-to-Value

Rapidly deployed a proven grant analytics solution using pre-built models, dashboards, KPIs, and reporting templates

Tech Stack Summary

End-to-end analytics is powered by the Oracle ecosystem, enabling seamless integration of data across financial and operational systems. This unified stack delivers scalable, secure, and real-time insights to support faster and more informed business decision-making.

Data Sources
Data Integration
Data Warehouse
Data Visualization

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