Database Analysis
Your database is more than just a tool—it’s the key to achieving your mission. If your organization is struggling to make informed, data-driven decisions, bogged down by operational inefficiencies, and your team is feeling the strain, it’s time to assess your workflows and empower staff to unlock the power of your CRM. Our proven strategies help organizations like yours improve efficiency, boost staff productivity, and create a foundation for success.
SERVICES
Custom Reports and Automation
Custom reporting provided by Power BI reports can turn data into valuable insights for your organization. Further amplify your mission by ensuring staff are working on value-added tasks and leave the administrative burden to be handled by Power Automate.
Database Transitions
It can be tough to find a database that meets your organization’s needs. It can be even more difficult to manage that transition if you have not done it before. We excel at being the voice in the room that understands your needs and communicating those requirements to software providers.
Our Clients
About Us
Founder, Lucy Ruiz - PMP
With 15 years of experience, Lucy is an award-winning expert who enables non-profits to consistently meet and exceed their goals.
Our Approach is simple.
We assess where your organization is today, and where you would like to be in the future.
From there, we determine the gaps in process that hold you back from achieving your vision. We develop a roadmap to get you there as directly as possible, and train your team on the new process that makes their day-to-day more efficient.