Our Services

We provide expertise while emphasizing self-sufficiency and transparency.

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Digital Transformation

Salesforce build + data migration + training

We help clients modernize their operations with the right mix of technology and strategy. Whether it’s streamlining workflows, implementing cloud-based tools, or integrating data systems, our digital transformation services are designed to increase your capacity, amplify your impact, and future-proof your org.

We can launch a new Salesforce or configure an existing instance. For new Salesforce instances, we deploy the Flourish Core – an enhanced, baseline Salesforce build that we configure to your needs.

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Common needs we cover include:

A centralized database for entity tracking (donors, patients, partner organizations, etc. based on your industry)
Marketing automation
Website & web presence
Fundraising & giving management
Event management
Volunteer management
Program & case management
Financial reporting & payment processing
Operational and executive reporting
Cybersecurity and audit capabilities

A typical digital transformation project follows a standard process:

The discovery phase to understand your goals, your gaps, and what assets you have today to build from – a key goal is to avoid recreating the wheel for your org
The scoping phase to settle on the platforms and user features necessary to call the transformation a success
The development and testing phase where we launch or update your Salesforce, configure your ecosystem (incl. third-party platforms like Mailchimp, Zeffy, etc.), build custom user interfaces, and help power users to begin iterative testing
The migration and training phase where your historical data, users, and other key information are loaded into your new system – power users and early adopters begin to use the system
The go-live phase where the new system is officially launched and the remaining users are transitioned in
Finally, the complimentary adjustment phase where we make small enhancements based on day-to-day user feedback over the next few months

We exclusively implement Salesforce for an org’s primary platform due to its low license cost (as low as $0 per user), advanced automation suite, and ability to integrate with virtually any major third-party platform.

Ongoing Digital Support

Pay month-to-month; no annual commitment.

Save yourself the cost of an internal IT expert to manage your Salesforce and digital ecosystem!

We provide ongoing support for the digital tools that power your org. From cloud platform management and data systems to user access and security, we have the expertise necessary to keep your tech ecosystem running smoothly without the overhead of a full-time IT hire.

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We support a range of platforms:

Salesforce — Nonprofit Cloud, Education Cloud, Marketing Cloud, Sales Cloud, Service Cloud, Government Cloud, and many other clouds and features
Marketing — incl. Mailchimp, Constant Contact, and Pardot
Fundraising — incl. GiveLively and Zeffy
Payment — incl. Stripe, Paypal, Braintree, and Flourish’s Liminal app
Event — incl. Eventbrite, Zeffy, Flourish’s Liminal app
Volunteers — incl. NPSP
Accounting — incl. QuickBooks, NetSuite, and Zoho Books
Business intelligence — incl. Tableau, CRM Analytics, and PowerBI
Website — incl. WordPress, Squarespace, Wix, Joomla, and other small website hosts
Productivity — incl. Microsoft 365, Google Workspace, and Slack

Salesforce Training

We offer two types – Essential Training and Tailored Training.

Essential Training covers the basics necessary for any Salesforce user to be effective. It is ideal for teams new to the platform or when a team-wide refresher is required. We offer this training pro bono for qualifying organizations.

For teams ready to go deeper with Salesforce, our custom Tailored Training is designed to fit your organization’s unique processes, data, and goals. We prepare sessions that reflect how you actually use Salesforce, making the learning directly applicable to your day-to-day work.

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Our Essential Training includes:

Salesforce vs a CRM – what’s the difference and why this matters
Navigating Salesforce
Creating, updating, and deleting data (one-by-one and en masse)
How to effectively use lists & reports
Personal customization & productivity tips

Our Tailored Training includes:

Step-by-step walkthrough of business processes for a specific team (e.g. train on all features for the partnerships team)
Office hours & one-on-one follow up training
Training for power users & org in-house Salesforce admins (“train the trainer”)

Custom AI & ML Design

We design and implement bespoke artificial intelligence (AI) and machine learning (ML) solutions that help our clients do more with less. From automating routine tasks to extracting insights from complex data, we create AI and ML tools that are ethical, scalable, and low-cost. Whether you need a smart chatbot, predictive analytics, or content summarization we make sure the technology serves your goals.

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Examples of past custom AI & ML builds include:

Early cause of death classification for vital statistics
Patient health education chatbot for chronic disease
Federal grant search tool
Enterprise customer risk analysis tool for crypto and banking

Research Strategy, Monitoring & Impact

We offer expertise in the design and implementation of measurement, evaluation, and learning (MEL) strategies and other research and community intervention frameworks.

Our approach emphasizes collaboration between academic and community partners, ensuring that measurement efforts are grounded in lived experience, shaped by shared goals, and geared toward real-world impact. From mixed-methods design to outcome reporting we help translate evidence into action to strengthen programs, inform policy, and advance equity.

We offer this consulting pro bono for qualifying organizations.

Qualitative Research Design

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We design and lead qualitative research that helps mission-driven organizations deeply understand their communities, stakeholders, and users. From interviews and focus groups to ethnographic studies and participatory methods, we uncover the stories, motivations, and lived experiences that quantitative data often misses. Our approach ensures that your programs, products, and strategies are grounded in the voices of the people you serve.