Stories, not
slide decks.
Each card is a three-act arc: the situation you might recognize, the insight and build, and how the organization runs it now, including less dependency on outside help where that was the goal.
"Weekly re-entry of employer job requests was eating staff time."
From 8 hours of weekly data entry to zero.
FormAssembly + Flow connected the real process to Salesforce. The team now runs the pipeline without manual transcription and without depending on me for day-to-day operation.
"Duplicate donors and fragmented tools were eroding trust in the CRM."
A clean donor database and one fundraising platform.
NPSP implementation, deduplication strategy, and giving integration replaced three systems. Fundraising staff own reporting and hygiene; I documented the model so it survives turnover.
"Board and grant reporting meant quarterly scrambles and weak program visibility."
Reporting the board could trust, built for the team to maintain.
Custom reports, a board dashboard, and clearer data collection cut grant prep time and gave real-time outcome visibility. Training focused on how to extend reports without a consultant.
Stories are anonymized where clients prefer it; outcomes and technical approaches are real. Details may be composite where needed to protect confidentiality.