Implementation
What we do
User-friendly data management systems to help you track your impact
We help mission-driven organizations manage their data, showcase their impact, streamline operations, and adapt to change.
System design & integration
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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.
Optimization & automation
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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.
Training & ongoing support
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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.
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.
Designed to grow with you, adapting to changes over time
We have extensive experience with nonprofits and Native CDFIs and understand the complexities of funding landscapes, compliance requirements, and impact reporting. We prioritize ease of use and long-term sustainability.
. . . world-class assistance in developing systems, reports, and templates that have tremendously added to the success of launching our online platform to manage kahiau.
Danielle Chavez, Council for Native Hawaiian Advancement