Reimbursement Visibility for Charter Schools
From Hidden Folders to Full Transparency
 

Client: Charter Schools USA
Industry: K–12 Education
 

The Challenge

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.
 

The Solution

DataGenie built a centralized reimbursement management system using the Microsoft Power Platform:

• Power Apps with role-based access

• Dataverse + SharePoint Lists to store and unify data

• Automated alerts via Teams and email

• Power BI dashboards to track reimbursement lifecycle, risks, and aging
   

Each stakeholder—school leaders, area directors, executives—received real-time insights relevant to their role.
 

Results

• 100% of eligible grant funds utilized

• MVP launched in 1 month

• Streamlined cross-team communication

• Improved risk detection and on-time submissions
   

Tools Used
Power Apps · SharePoint · Dataverse · Power BI · Power Automate