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.

Developing Reporting Structures

The need to measure is all around, but the key is discovering and defining the metrics that will bring the greatest learning to your organization. We define metrics succinctly, and then measure against them as we work towards your goals.

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

Finding the right database for your organization can feel overwhelming. Managing the migration? Even harder—especially if it’s your first time navigating the process. Our team of experts will avoid the common pitfalls and achieve a seamless transition tailoring the system to support your team and your mission.

Customized Documentation

Documentation needs to be useable and accessible. It needs to be understandable in the case of turnover. We create documentation that will not sit and collect dust but rather be a resource for your decision-makers.

Process development

Doing more with less is the mantra of all non-profits. But all too often, redundant processes do not allow an organization to live this mantra. By revisiting your process, we can find efficiencies that save time and money.

Operational training

A critical element of any implementation is training. A knowledgeable staff ensures commitment to process development in the short and long-term. After a process is developed, training is rolled out to staff in a customized program to ensure they understand their specific role, and how it fits into the bigger picture.

Database Management

Not every team needs a full-time staff member who is versed in database management. We offer a subscription service. Where you can pay for a flexible number of hours each month, which we will devote to keeping your database in tip-top shape.