Good work built on better systems.
Helping you not just choose tech, but make sense of it – based on your org’s unique context & process.
I’m a practitioner with 12+ years in the sector, currently managing technology at the portfolio level. If you’re ready to tackle that friction between mission & tech strategy, let’s chat.
Who is This For?
I work best with impact organizations that require lean tech ops to thrive, and are at a critical inflection point. Think growing faster than your systems, navigating a technology transition, or trying to adopt AI – without the internal expertise to do it all well.
Your org may be a nonprofit, a family office, social enterprise, or an impact fund. What’s ultimately true is: you’re mission-serious and under-resourced on the operations side. You know technology should be working harder for you, but you just don’t know where to start. And you’re willing to get to the bottom of what’s important for your next steps: not just what sounds good.
I define ‘lean teams’ as any one of the following:
- You have 1 or 2 people managing your technology – your unsung heroes – and they’re stretched thin.
- You have no one managing tech right now, but you needed to scale yesterday.
- You’ve outgrown spreadsheets and informal systems, but aren’t sure what to build towards.
- Your leadership is (or you are leadership) asking about AI and automation – and you need guidance thinking it through.
- You’re going through a transition and need a steady hand: whether that’s a new CRM, data strategy,systems overhaul or something in between.
- You may have or are considering Salesforce specifically, and want the expertise of someone who holds multiple certifications in that ecosystem.
- You want a thought partner who understands both the technology execution and mission context.
Advising you on what really matters.
Your mission can’t wait.
I provide audits & guidance to get you where you need to go –
across the following areas.
Process & Workflow Mapping
Knowing the how is a major pre-req to any tech implementation. Let’s nail down that process (and make sure it’s documented for easy hand-off).
CRM Tech Strategy
How you manage stakeholder data is key to scaling – whether it’s constituents, partners or donors. Let’s talk platforms and approach.
Data Management & Platform Migrations
Whether you’re trying to make sense of a bunch of spreadsheets or migrate to a new system. Let’s break down the keys to your data success.
Strategic Automation
Whether it’s integrations, AI, email journeys or something in between. We’ll identify the options that best meet your goals, resource & capacity constraints.
Revenue Operations & Analytics
Money in the door is critical. Whether it’s earned revenue or another source – we’ll plot a revOps process that ensures your team works efficiently AND has the visibility necessary to act on insights.
Thoughtful AI Adoption
Hearing everyone talk about AI, but no clue where to start? Whether your team is full of enthusiasts, skeptics or both – we’ll figure out where you need to start to see true results, and not just hype.
How I Best Serve Lean Teams
Clear, Impactful Documentation
Tech documentation is critical to institutional knowledge, yet often left for last. I provide easy, clear documentation to help you pick up where we leave off – so that critical context doesn’t leave when our engagement ends, and whatever comes next is set up for success.
Full-Scale Project Management
Coordinating internally is hard enough, let alone externally. So I make it easier for you: with detailed project management, task tracking & follow through – to help you ensure nothing slips through the cracks.
Change Management Lens
Transitioning teams to new tech often requires new, shared understanding. Whatever we build together gets done through this unique lens: so that we’re not just building a tech foundation, but also the adoption undercoat that helps your tech stick.
The Experience I Bring
1
More than a decade of diverse, nonprofit sector experience
I’ve spent 10+ years building my career in the nonprofit sector, having served a wide range of organizations – from impact, to poverty, workforce development and education – and of various sizes.
2
The ability to evaluate any system against requirements
I’ve worked across many CRMs, AI & automation platforms, analytics tools, and beyond. But most importantly, I’ve built fluency in seeing how broad tech categories solve problems – to help you find options that fit your specific needs.
3
Translating between technical & non-tech stakeholders
Bridging the divide between leadership, product owners and technical is core to a fully functioning, effective tech stack. I make sense of that noise, for both sides.
4
Building towards systems coherence
I don’t just look for solutions through the lens of one problem or angle. I regularly tie it back to the bigger picture of your mission and functional workflows – and push my client teams to do the same.
Ready to chat?
Let’s figure out where to start. Request a brief intro call today.
employed for good 