User-friendly data management systems
Implementation
We help mission-driven organizations manage their data, track their impact, streamline operations, and adapt to change.
You know you’re making an impact, you just need to show it
You’ve outgrown your systems, and you want the data you need at your fingertips. We meet you exactly where you are to build and manage a database system that works for you.
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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.
System design & integration
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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.
Optimization & automation
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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.
Training & ongoing support
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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.
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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.
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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.
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Implementation. We build a fully-customized database based on the project requirements and scope. We discuss progress, address challenges, and align our next steps. We also share demos and works-in-progress for your review and approval.
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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.
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Ongoing technical assistance. Once your system is fully implemented, we offer troubleshooting assistance, answer questions, help with system updates and maintenance, and make adjustments based on your evolving business needs.
How to get started:
Making homeownership possible for Native families in South Dakota
We partnered with South Dakota Native Homeownership Coalistion to track the impact of its supporting organizations across Minnesota, North Dakota, and South Dakota.
Featured project
Thunder Valley Community Development Corporation staff discuss indicators and outcomes to inform the creation of logic models.
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