Case Study: The Itaú Social Foundation achieves a 30% increase in social program development with Microsoft Power BI

The Itaú Social Foundation - Customer Case Study

The Itaú Social Foundation, part of Itaú Unibanco, manages dozens of not‑for‑profit social programs but was hampered by labor‑intensive reporting and limited project visibility that slowed development and reduced social impact. To address this, the foundation adopted Microsoft Project (Project Online) for portfolio management and Microsoft Power BI for centralized, real‑time reporting.

By combining Microsoft Project with Microsoft Power BI dashboards that auto‑refresh every two hours, The Itaú Social Foundation automated reporting, saving 160 working hours per month (the equivalent of one manager’s workload) and enabling it to increase projects in its development pipeline from 100 to 131—about 30 additional projects—without raising its operating budget.

The Itaú Social Foundation

Diego Silva Ciarrocchi

Specialist in Social Programs