Tailored implementation services for enhanced data management
We build customized database solutions that align with your organization’s unique goals, supporting decision-making for sustainable growth and success.
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Authentic & accurate
Our commitment to culturally sensitive data collection ensures an authentic representation of each organization’s enduring impacts on their community.
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Intuitive & user-centric
We go beyond traditional database management by building your internal capacity, giving you total control of your system and data.
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Dynamic & adaptable
Our customized data solutions seamlessly integrate with existing systems to maximize efficiency and minimize duplication.
Situated within an impact tracking structure, our systems are designed to elevate data management and impact assessment.
How it works
Discovery & process review
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. Predominantly using Salesforce, we leverage standard features tailored for nonprofits and build a fully-customized database.
Hands-on customization
Beyond Salesforce certifications and technical expertise, our implementation team has extensive experience and deep-rooted involvement with Native communities and Native CDFIs. Acting as intermediaries and translators, we simplify complex technical jargon into easy-to-understand terms and develop personalized resources, avoiding generic, one-size-fits-all approaches.
Capacity building & sustainability
Our commitment lies in fostering capacity building and ensuring long-term sustainability through technical assistance and training. We focus on empowering organizations by providing personalized support and customized solutions that promote effective data management and operational efficiency.
We’ve developed easy-to-use methods for navigating the complexities of data management.
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We construct a custom impact tracking matrix for each organization, providing a structured framework to establish priorities and define indicators of success.
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We use culturally sensitive measures, language, and data collection processes to capture and highlight the distinctive impacts of each organization on their respective communities.
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We integrate existing systems by leveraging previous data collection efforts, streamlining processes and maximizing the efficiency of data management.
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All tracking data, ranging from impact measurement to loan servicing information to funder reporting, is centralized within one comprehensive system.
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We develop easy-to-use tools that accommodate users with varying levels of technical ability and understanding, creating a system that is intuitive and user-centric.
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We work hands-on to build comfort and capacity in your database through ongoing one-on-one technical assistance and training specific to your system.
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Our implementation system is dynamic, responding to changes in the funding climate and ensuring that the tracking system remains aligned with evolving organizational requirements.
Implementation team
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Mary Sienko
IMPLEMENTATION DIRECTOR
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Megan Andrews-Sharer
SENIOR IMPLEMENTATION MANAGER
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Caroline Hoyt
SENIOR IMPLEMENTATION MANAGER
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Meredith Gammon
IMPLEMENTATION MANAGER
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Pricilla Perez-Sujo
IMPLEMENTATION MANAGER