IndustriesNonprofits
Nonprofits
Donor, program, and grant systems unified into one source of truth so staff spend more time on mission than on data entry.
What we do here
Nonprofits carry ambitious missions on lean teams and tight tech budgets. We help development, program, and finance leaders unify donor, program, and grant data so staff spend their time on mission work, not on re-keying data between systems.
Typical work: CRM hygiene, grant and program tracking, donor and outcomes reporting, and the integrations that connect fundraising, finance, and program delivery.
We scope engagements to fit the realities of nonprofit budgets and staffing. Configurations are documented in plain language, and we design so a small internal team can own and extend the system after we leave.
The result is one donor and program record, grant and outcomes reporting produced from live systems, and staff capacity returned to program and mission work.
Where we focus
The problems that come up the most.
- 01
Donor, program, and finance data in separate systems
- 02
Grant tracking and reporting done in spreadsheets
- 03
Outcomes measurement that is asked for but hard to produce
- 04
Manual acknowledgment, receipting, and stewardship workflows
- 05
Board and funder reporting produced by hand every cycle
- 06
Small ops teams carrying too many tools and integrations
- 07
Program staff acting as data entry between fundraising and finance
Typical engagements
Shapes of work we take on.
CRM cleanup and consolidation
Reset donor and constituent data into a single, well-modeled CRM.
Grant tracking and reporting
Move grant tracking off spreadsheets into a system that produces funder reports directly.
Donor stewardship automation
Automate acknowledgment, receipting, and stewardship touchpoints without losing the personal voice.
Program outcomes reporting
Stand up outcomes tracking and reporting from the systems programs already use.
Systems we work in
Capabilities we bring
- CRM & Salesforce
- Data & Analytics
- Workflow Automation
- Systems Integration
Signals of good work
- One donor and program record across the organization
- Grant and outcomes reporting produced from live systems
- Staff capacity returned to mission and program work
- A tech footprint the internal team can afford to run
Questions we hear
What leaders ask before we start.
- 01
Do you work with organizations of our size and budget?
We scope engagements to fit nonprofit budgets. If a project doesn't have a clear return in staff time or reporting capacity, we'll say so.
- 02
Will our small team be able to run what you build?
That's the design goal. Configurations are documented in plain language, and we train the internal team through handover.
- 03
Can you help with grant applications or program design?
Our work is on the systems and data side. We support the reporting and operations grant makers require, but we don't write applications or design programs.
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