Working With Us: Your Friendly Nonprofit Technology Stack Architects
We’re here to help you peel away the layers to make strong, future-proof plans for your organization’s technology systems and data. Our signature process to approaching technology change has been honed over the last 10 years and proven successful in working with many of North America’s leading nonprofit organizations and grantmaking foundations.
You Can Expect:
Connection:
Tight, productive weekly meetings to keep momentum high and everyone up to date.
Creativity:
Strategic questions, dedicated time for vision casting and planning, deep discovery, and design-centered touchpoints that deliver innovation and smart customizations.
Clarity:
Work sprints that focus on specific goals with specific stakeholders. Transparency, clear communication, and genuine partnership result in clear expectations for all.
Accountability:
Professional project management and a focus on relationship-building and trust.
Learning:
Ample time for stakeholders to explore the output from work sprints with guided hands-on testing.
Our Design-Minded Process
Whether you plan evaluate your current systems or reimagine your entire tech stack with data and AI in mind, here’s how it works:
1
Discovery
We always begin at the beginning. Prior to your tailored implementation, we conduct in-depth discovery. Our team, led by a senior-level consultant, interviews key stakeholders to map out pain points to resolve (presenting issues and root causes) and opportunities to thrive.
Here, we collect and develop:
2
Design
Using our extensive nonprofit data and technology systems management expertise, we’ll then design a solution with customized recommendations to solve your problems and position you for success.
This includes:
3
Implementation
Our approach to technology systems architecture borrows heavily from Agile project management principles. This close-knit collaboration is designed to maximize the value realized from your engagement, while carefully managing project risk.
We complete all of the heavy lifting to build the plans, bringing the technology design to life. Every engagement is structured as iterative cycles that include learning, testing, and further optimization.
Here, we complete:
4
Data Migration
Data migration to your system(s) of choice is full-service and rigorously tested. We have extensive experience migrating data from many platforms, including: Blackbaud CRM, Blackbaud Raiser’s Edge, Blackbaud eTapestry, ROI Solutions, Causeview, Salesforce NGOC, CiviCRM, iMIS, Microsoft Access, Excel, Mailchimp, Drupal Commerce, among others.
This includes:
5
Training & Documentation
Once the platform is launched, we spend 3-6 months ensuring all your systems and data is stable, reliable, and configured well. We don’t just deploy and leave; we stick around.
May include:
6
Launch, Stabilization & Support
Once the platform is launched, we spend 3-6 months ensuring all your systems and data is stable, reliable, and configured well. We don’t just deploy and leave; we stick around.
That looks like:
Ready to Dive In?
You matter to us. A lot. We base our approach on fostering strong, accountable relationships between people. It’s that simple.
From the get-go, you’ll be assigned an experienced technology systems architect who is always at your side. You’ll always know who you’re working with, and you can rely on us every step of the way.
It all starts with a conversation. Let’s dive in!

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