Implementation

User-friendly data management systems to help you share your impact

We help mission-driven organizations manage their data, showcase their impact, streamline operations, and adapt to change.

Areas of focus

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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.

  • 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.

  • We help reduce manual tasks and increase efficiency through process automation, informed by your organization.

  • We ensure smooth transitions from legacy systems with accurate, well-structured data.

  • We equip your team with the skills and resources to confidently manage and leverage your new system.

  • We continue to stay on as admin support for questions, additional training, system edits and updates, and capacity building.

How to get started

Number 1

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.

Number 2

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.

Number 3

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.

Number 4

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.

Number 5

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

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We align each solution with your unique cultural and operational requirements. Though we have tools and templates that can help accelerate the process, we never rush implementation. Instead, we stay focused on what truly matters to you.

Nonprofit technology expertise

We have extensive experience with nonprofits and Native CDFIs and understand the complexities of funding landscapes, compliance requirements, and impact reporting.

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  • " . . . 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

  • ". . . it has been so easy to approach the staff and ask any questions. Our company has learned a lot in such a short period of time with them."

    Westwater Financial, Inc.

  • "Whenever we have a question or run into an issue, it has been very easy to communicate and get answers."

    Vaipuarii Tapiero-Kight, Hawaiian Lending and Investments

  • " . . . clear communication and explanation of capability, set clear expectations and met them, quite timely."

    Kris Brunetto, Mountain Plains Community Development Corporation

  • " . . . good to work with and very helpful walking through the steps and listening to the ideas we had."

    Margaret Morrison, Rosebud Sioux Tribe

  • “We appreciate Sweet Grass' patience and response time. We threw a lot at [them] and they handled it like a pro. We have been able to shift our timesheets to Salesforce for better data.”

    Stephanie Janis, Akiptan

  • "Sweet Grass is easy to contact, responds in a timely manner, and goes above and beyond to help when asked. They do their best to make things as easy as possible."

    Melissa Curley, Akiptan

  • "Sweet Grass helped our organizations deploy more than $500,000 in emergency loans for folks impacted by COVID, reaching our most impacted populations — Native communities, communities of color, and women."

    Jeff Gilbreath, Hawaiian Community Assets

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