Whether you're starting fresh, moving to Nonprofit Cloud or rescuing an org nobody understands, you get a senior consultant who has also run a development office, from the first call through go-live and beyond.
"We're not sure Salesforce is right for us."
Start with a Salesforce roadmap. We look at how your teams work today and recommend the right platform, even if it isn't Salesforce.
"We're ready to launch Salesforce."
A scoped implementation, built in short sprints, with your data moved over and your team trained before go-live.
"We have Salesforce, but it's a mess."
An org health check, then a prioritized cleanup. We fix what's broken, remove what isn't used and make the system easier to run.
New Salesforce implementations, NPSP optimization and Nonprofit Cloud migration planning. Fundraising, programs, case management, volunteers and Education Cloud.
Move from Raiser's Edge, DonorPerfect, Blackbaud or spreadsheets with careful mapping, deduplication and a test migration before the real one.
Connect online giving, events, forms, email marketing, accounting and student information systems, so data is entered once and stays in sync.
Flow-first automation, with Apex, batch jobs and Lightning Web Components when configuration isn't enough.
Fundraising KPIs, program outcomes and board-ready dashboards that agree with finance.
Role-based training, plain-language documentation and coaching that turns a staff member into a confident admin.
Applications, reviews, awards, payments and grantee reports in one system, with an online portal for applicants.
Participants, enrollments, services and outcomes, including secure case management for sensitive data.
Before consulting, Roger spent nearly 20 years in the development office. He has written more than 300 grant proposals, asked for major gifts face to face and run membership programs. Your org is built around appeals, renewals, grant deadlines and board meetings, because he has lived them.
Batch entry, soft credits, tributes and acknowledgments that go out on time. Automated renewal and lapsed-donor journeys.
Moves management, proposal and report deadlines, and weighted forecasting so you can see next quarter's revenue.
Goals and actuals by fundraiser, campaign and fund. Dashboards the board will actually read, reconciled with finance.
A few results from Roger's years as an executive director, grants director and development manager.
A few examples of the work behind the numbers.
Read the grant management storyIt depends on scope. After a short scoping conversation you get a written estimate with a clear budget, so there are no surprises. Smaller needs often fit a block of support hours instead of a full project.
It depends on how many teams and systems are involved. Your written scope includes a timeline, and short sprints with regular demos keep it on track.
Not always, and not yet for everyone. We'll review your org and give you a clear recommendation with costs and timing.
Yes, that's the goal. Every project includes training and documentation, and retained advising is there if you want ongoing help.
Yes. Support hours and retained advising are designed for small teams with tight budgets.
Tell us where your Salesforce is today and where you want it to be. You'll leave the call with honest advice and clear next steps, whether or not we work together.