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      We are a passionate team of experts dedicated to empowering nonprofits, tackling challenges with creativity, integrity, and a people-first mindset.

        Who We Are

        We specialize in fixing broken Salesforce systems, cleaning up data, optimizing workflows and integrating new tools to make your systems work for you.

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        Free template download

        Manage your organization's data with confidence.

        • Step-by-step template
        • Easy to use
        • Clear path forward

         

        How do you feel about your organization’s use of data? Do you have access to the data you need and are you confident everything is as it should be? Don’t worry-it’s okay to say no or ‘not really’.

        The truth is, having a data management strategy is critical for nonprofits to ensure data accuracy, security, and effective use of systems. This will help you build a strong foundation to ensure your data can support you as you strive to achieve your mission. We have developed a step-by-step template that you can download and follow as you build a data management strategy for your organization.

        Download this practical tool to help your organization get clarity around an intentional and strategic approach to managing data. 



        Request the template today and get:

        • Clarity around your  goals 

        • A process for identifying all data sources 

        • Policies for data governance 

        • Visibility to your organization’s data security needs 

        • Build your data analysis and reporting framework 

        • A plan for ongoing training and monitoring

        Post by Julie Loyd
        Sep 26, 2024 3:45:15 PM