Nonprofit Consulting Services

As a former nonprofit professional turned certified Salesforce consultant, I've spent two decades helping hundreds of organizations transform their operations through strategic technology solutions. I understand the daily realities of nonprofit work—from tight budgets to competing priorities—and specialize in translating your needs into scalable systems that actually work for your team. Technology should make your job easier, not more complicated.


Technology Strategy and Planning

  • Technology needs assessment and strategic roadmapping

  • Current state Salesforce system evaluation

  • System integration planning

  • Product evaluation and partner selection

  • Change management and adoption strategies

Data Management and Analytics

  • Data mapping, migration, and integration services

  • Data quality assessment

  • Data cleanup and de-duplication

  • Custom reporting and dashboard development

  • Data governance and quality management


Salesforce Configuration and Support

  • System configuration and customization

  • Third-party app evaluation, selection, and implementation

  • Workflow automation and process improvement

  • Platform and app upgrades and optimization

  • Ongoing support and troubleshooting


Enablement and Empowerment

  • End user training

  • System administrator coaching and development

  • Documentation and process guides

  • User adoption strategies and engagement

  • Product release summaries with recommendations