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CLIENTS & CASE STUDIES

How we do what we do is as critical as why we do it.

Through our consulting work, we help progressive nonprofits free themselves of the assumptions, constraints, and traditional ways of working that stand between their people and their mission impact. We do this by helping leaders to articulate and hold sacred individual and organizational values; prioritize human beings over revenue; and develop strategies that help dismantle from within the oppressive systems in which we all operate.

Case Studies

Logo for CARE International, with the word "CARE" in orange with a circular emblem made up of overlapping orange handprints

Aligning & Integrating CARE USA’s CRM Resources

Cross-Functional CRM Staffing and Reorganization (2023-24)

Over the course of 9 months, Justin worked closely with CARE USA Digital (IT) and Resource Development Departments to reassess the staffing, structures, and workflows supporting CARE’s fundraising CRM on Salesforce NPSP to help reinforce a strong, collaborative partnership between fundraising and technology teams.

Transforming Global-Scale Development Operations with
Human Rights Watch

Fundraising Systems & Analytics Team Reorganization (2023)

HRW worked with Justin to transform their Development Operations team roles and structures, for the purpose of aligning them with its new global fundraising staffing model; streamlining cross-team collaboration; optimizing HRW’s fundraising systems and business processes for future growth; and enabling data-driven decision making.

Leading, Evolving, and Optimizing Share Our Strength's
Development Operations

Org Design and Restructure for Fundraising Technology & Operations Team, Workflow Optimization, Embedded Fractional Managing Director (2022)

Justin served in a six-month embedded consulting role leading and transforming the DonorOps team from its former structure to a specialized operational engine comprising Fundraising Product & Technology, Analytics, User Training & Support, Donor Services, and Revenue Operations.

A Programmatic Approach to Mobilizing Feeding America's Salesforce CRM Migration

Salesforce Migration Technology & Staffing Readiness Assessment (2021-2022)

Justin and Simone assessed the entire CRM “program” end-to-end, analyzing the fit-for-purpose of the Salesforce platform and underlying data infrastructure, as well as deep diving into how the product was developed over time; how users were trained and supported on their use of the system; and where additional technical resources and business processes were needed to keep the CRM performant.

Supporting Farm Sanctuary's CRM Journey from Project Planning to Successful Launch

Technology & Migration Readiness Assessment (2021), Embedded Strategic Business Analysis Support (2023)

We had the privilege to support Farm Sanctuary along their CRM journey from inception to go-live across two different projects. We first created a plan to guide the organization’s Salesforce implementation, then “rode along” during the migration project to provide expert process and project management acumen.

SMU DataArts logo

Mapping New Strategic Directions and Organizational Models for SMU DataArts

Strategic Planning, Technology Assessment, Stakeholder Research, and Organizational & Business Model Development (2021)

Facing a budget deficit, dwindling interest from funders, and reduced university financial support, DataArts sought our help to define a new strategic operating plan, inclusive of staffing and organizational structure, service delivery model, and data collection mechanisms.

A Paper-to-Salesforce Digital Transformation for Prison Law Office's Client Service Delivery

Business Process Mapping & Optimization, Custom Salesforce Solution Design & Implementation, Training & Change Management (2017)

6-month custom Salesforce implementation, including transforming and migrating legacy Access data into Salesforce, and implementing Conga Composer to enable PLO’s lawyers, investigators, and litigation assistants to quickly and easily customize legal responses based on a variety of logic-based templates. Engagement included user and admin documentation, on-site training delivery, and hypercare support to ensure a seamless transition for all staff.

Our Clients

We come from mission-driven organizations, and mission-driven work remains the drumbeat of everything we do. We are proud to exclusively support nonprofits & NGOs, and the partners who serve them, in making our world a safer, healthier, and happier place to live.

ACLU

Alliance of Resident Theatres/New York

Animal Haven

CARE USA

Computer History Museum

Farm Sanctuary

Feeding America

Human Rights Watch

International Justice Mission

Médecins Sans Frontières / Doctors Without Borders USA

Orbis International

The Order of the Good Death

Pancreatic Cancer Action Network

Planned Parenthood Federation of America

Prison Law Office

Share Our Strength | No Kid Hungry

Sierra Club

SMU DataArts

Utah’s Promise

Upcoming Events

Logo for the 2024 Nonprofit Technology Conference, with purple, green, and blue letters on a white background

2024 Nonprofit Technology Conference

PORTLAND, OREGON
March 13-15, 2024
See Our Session Materials Here


Justin and Simone presented 2 conference workshops on-site in Portland: one on equitable decision-making through sociocracy, and another on building better technology collaborations through user stories.

Bridge Conference logo showing a blue and white bridge against a sunny yellow and blue sunburst sky

2024 Bridge to Integrated Marketing & Fundraising Conference

NATIONAL HARBOR, MD
July 31, 2024
Register Here


Justin and Simone will be in-person to present a live conference session called "Ready, Set, Migrate: Overcoming Tech Transition Hurdles," with Kim Goldsmith-N'Diaye, Chief Development Officer of Orbis International.