Reimbursement Visibility for Charter Schools USA 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