Tailored implementation services for enhanced data management
We create tools and databases that help mission-driven organizations showcase their impact, streamline operations, and grow with confidence.
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Smart, sustainable solutions
Finding the right database solution can be overwhelming. Too often, organizations are sold expensive, overcomplicated systems filled with unnecessary features that don’t truly meet their needs. After experiencing this time and time again, we use a different approach.
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Tailored, thoughtful implementation
We align each solution with your unique cultural and operational requirements. Though we have tools and templates that can help accelerate the process, we never rush implementation. Instead, we stay focused on what truly matters to you.
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Practical, scalable strategies
With 10+ years of experience working with nonprofits and CDFIs, we prioritize affordability, ease of use, and long-term sustainability. We provide a full picture of all the options while highlighting where to start and what to take on in the future.
Our solutions are designed to grow with your organization, adapting to new challenges and opportunities over time.
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We structure databases to support program tracking, fundraising, grant management, lending operations, and custom impact tracking needs while remaining flexible and adaptable.
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We connect Salesforce with your existing tools and systems to streamline data flow and improve efficiency, including everything from loan software, to email marketing, to donor platforms.
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We help reduce manual tasks and increase efficiency through process automation, informed by your organization.
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We ensure smooth transitions from legacy systems with accurate, well-structured data.
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We equip your team with the skills and resources to confidently manage and leverage your new system.
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We continue to stay on as admin support for questions, additional training, system edits and updates, and capacity building.
Nonprofit technology expertise
We specialize in Salesforce implementations, Nonprofit Success Pack, Nonprofit Cloud, Outbound Funds, Program Management, and tailored configurations to meet your needs.
We have extensive experience with nonprofits and Native CDFIs and understand the complexities of funding landscapes, compliance requirements, and impact reporting.
How to get started
Initial assessment
We meet with you to gather detailed information about your needs and priorities, then create an initial estimate and contract for the discovery phase.
Discovery
We review your existing data collection tools, processes, and software to identify integration and streamlining opportunities, then determine which forms and data tools to utilize and customize for your organization’s unique needs.
Project kickoff
We meet with your staff and stakeholders to review the build process and timeline, create a check-in schedule, and identify the key decision makers for the project.
Implementation
We actively build a fully-customized database based on the project requirements and scope. During this time, we discuss our progress, address challenges, and align our next steps. We also share demos and works-in-progress for your review and approval.
Training
We assist with initial setup and conduct hands-on training sessions to guide staff through the functionality and workflows. We provide detailed standard operating procedures and how-to guides to help users navigate the system with confidence.
Ongoing technical assistance
Once your system is fully implemented, we offer troubleshooting assistance, answer questions, and help with system updates and maintenance. We can make adjustments based on your evolving business needs, adjusting workflows and automations where necessary.
