Entry Level

Build a strong foundation

This package is designed for organizations that need to get organized and fix core issues.

If your data is messy, your systems are unclear, or your team is relying on spreadsheets, this is the right place to start.

What We Focus On

• Data Audits
• Data Cleanup
• Cloud Workspace Setup
• Tool Selection Guidance

What You Get

• Clear understanding of your current data problems
• Clean and structured data
• Organized systems and workspace
• Confidence in your tools and setup

Best For

• Startups setting up systems for the first time
• Nonprofits managing data in spreadsheets
• Teams that don’t trust their data

Mid Tier

Build structure and visibility

This package is for organizations that already have systems in place but need better processes, reporting, and efficiency.

You’ve moved beyond the basics — now it’s time to make your systems actually work together.

What We Focus On

• Reporting & Dashboard Setup
• Workflow Automation
• Systems Integration
• Data Strategy & Infrastructure Planning

What You Get

• Clear dashboards and reporting
• Automated workflows that reduce manual work
• Connected systems that share data
• A structured data environment

Best For

• Growing organizations with multiple tools
• Nonprofits tracking program and donor data
• Teams overwhelmed by manual processes

Premium

Ongoing support and long-term growth

This package is designed for organizations that need continuous data management and strategic support.

Instead of one-time fixes, you get a long-term partner who ensures your systems stay reliable as you grow.

What We Focus On

• Fractional Data Manager
• Data Governance Setup
• Grant Reporting Systems
• Donor Data Management

What You Get

• Ongoing data oversight and support
• Consistent, reliable reporting
• Strong data governance and standards
• Systems that evolve with your organization

Best For

• Organizations relying heavily on data for decision-making
• Nonprofits managing multiple programs and funding sources
• Teams that need ongoing data leadership