Data & CRM PracticeData & Systems
Our data and CRM practice helps organizations that have outgrown spreadsheets build systems they can trust. Drawing on enterprise experience across Salesforce, NetSuite, and large-scale nonprofit data infrastructure, we handle CRM selection and implementation, clean data migrations, fractional product ownership, and analytics.
Data & CRM Consulting
Design and implement a CRM your team trusts, with data clean enough to make decisions on.
- CRM selection, architecture, and implementation
- Salesforce and NetSuite expertise
- Data governance and hygiene that lasts
- Reporting your leadership will actually read
Who it’s forNonprofits, foundations, and businesses whose CRM has outgrown spreadsheets, or outgrown itself.
Product Ownership / Product Management
A steady hand between stakeholders and builders, turning goals into a roadmap and a roadmap into shipped work.
- Requirements, backlog, and roadmap ownership
- Vendor and internal engineering coordination
- Prioritization tied to real outcomes
- Where our people and data disciplines meet
Who it’s forOrganizations running a systems project that needs an accountable owner, not just a vendor.
Data Migrations
Move critical data between systems without losing history, breaking reporting, or eroding trust.
- Migration strategy, mapping, and validation
- Four enterprise migrations delivered at scale
- Salesforce, NetSuite, and legacy sources
- Zero-surprise cutover planning
Who it’s forTeams consolidating platforms, replacing legacy tools, or recovering from a migration gone wrong.
Analytics
Turn the data you already have into dashboards and answers people use to make real decisions.
- KPI definition and reporting design
- Dashboards and self-serve analytics
- Data infrastructure built to scale
- Insight, not just charts
Who it’s forLeaders who have data everywhere and clarity nowhere, from small teams to $740M operations.