Improve operations and increase your organization’s impact by optimizing software solutions.
Why Hire a Consultant?
The organization has grown in size and complexity, and the initial “systems” are not cutting it anymore.
Multiple systems are tracking various pieces of data. Staff are juggling numerous systems that don’t communicate with each other. This situation causes extra work and is a breeding ground for mistakes.
No staff member has time to research solutions, weigh the pros and cons, or implement something new.
The organization has added helpful software products over time, but now they act as silos of data. A better solution or some integrations could make a significant improvement.
The data is a mess, and reporting from it is nearly meaningless. It needs a thorough cleaning, restructuring, and a written policy and procedures document to maintain data integrity despite inevitable staff changes.
What I bring to the table:
With decades working in small non-profits wearing multiple hats, and a penchant for technology, I kept my organizations moving forward and finding ways to make them more efficient.
Years of experience managing databases, researching and migrating to new databases, ensuring data integrity and reliable reporting.
Knowledge of best practices of donor data management in keeping with single audits.
As a consultant, I have familiarity with multiple CRMs such as FlipCause, Bloomerang, ActiveCampaign, Kartra, Salsa, and Better Impact. I learn more with every client. Such an opportunity for knowledge!
I have implemented solutions for donor management, volunteer management, client management, case management, and grant tracking.
Experience working with a variety of organizations – social services, foundations, healthcare, and university extension services.
The process:
I familiarize myself with your organization’s current systems and practices.
Initially, we meet regularly. You tell me what works and what doesn’t. Our discussions often lead to even more clarity and new ideas about improving the systems.
I then research solutions and present you with the pros and cons of each, and recommend a way forward.
If needed, I can lead the implementation of those solutions.
