Your organization is using Salesforce, but things are a little messy or the future is unclear. Don’t worry, you’re in the right place.
Our staff cut their teeth working in nonprofit organizations and transitioned to top-tier technology firms, bringing decades of invaluable expertise to the table for our clients. Based on our deep understanding of the struggles nonprofits face, we have developed a suite of services built to support each organization’s unique technology needs.
Fix
Fix services focus on solving your most pressing tech issues with urgency and precision. When your staff is pulling their hair out, manual workarounds aren’t working, or that big event deadline is on the horizon, we can Fix it. Let's remove the roadblocks so your team can focus on the mission today.
Refine addresses the tech issues you’re facing today while charting a clear course for tomorrow’s success. As an extension of your team, we maximize the value of your existing systems, clear your technical backlog, and provide continuous system enhancements to keep your technology aligned with your goals.
When your tech system needs to take a big leap forward, it’s time for Expand. Whether it’s launching a new program, adding a team, or building a new integration, we bring a strategic approach to ensure your system evolves to meet your mission. Trust our expert team to take your system to new heights with Expand.
We help prioritize user issues and feedback to ensure your project stays on track with established objectives and priorities.
Backlog Management
We’ll help you review and prioritize tasks to ensure the most important work is addressed first, keeping your project on track and aligned with your goals.
-
-
System Review
We start with an initial review of your Salesforce system to identify areas for improvement—focusing on performance, data quality, and how your team is using it. Then, with regular reviews, we make sure your system keeps evolving to stay aligned with your goals.
-
-
Salesforce Release Insights
We keep you ahead with each new Salesforce release, highlighting relevant features and providing expert recommendations to ensure your system stays current and continues to support your goals.
-
-
Discovery Planning
We start with a discovery phase to understand your processes, needs, and use cases. This helps us create a detailed plan and align each build phase with your goals for successful outcomes.
-
-
Cycle Planning
We’ll work with you to organize user stories into logical groups. Each cycle will be built, demonstrated, and tested with you before moving to the final testing phase, ensuring it aligns with your needs.
-
-
End User Testing
For complex engagements, we conduct End User Acceptance Testing (UAT), where your team tests the full system to ensure it works as expected before deployment.
-
-
Engagement
Client Hub
A personalized space for project updates, meeting notes, risk management, documentation, and training plans, keeping you aligned and informed throughout your work with us.
Risk and Issue Management
Ensures we stay ahead of potential challenges. Your Engagement Manager (EM) proactively identifies and tracks risks, implementing mitigation plans. If issues arise, we handle them quickly, effectively, and keep you informed.
Quarterly Strategy Review
Each quarter, we hold a Strategy Meeting with your executive sponsor and leadership team to review and update your strategic technology roadmap, ensuring alignment with your business objectives.
-
Implementation Plan
Outlines the steps to enhance or expand your system, from understanding your needs and developing the system to conducting user acceptance testing (UAT) before deployment.
-
-
Success
Technical Documentation
Throughout the engagement, your consultants will create detailed documentation, including design specs and testing records, providing a clear reference for how the system was built and ensuring smooth future updates and refinements.
Power User Training
We provide in-depth training to your admin and super-users, enabling them to confidently train the rest of your team on the new system capabilities, ensuring everyone is equipped to use the system effectively.
Technology We Love to Work With
The Time is Now.
Reach out to learn more about how our team can help.
