What – The Tools and Technology

Underlying Philosophy

Technology should support the work, not become additional work. Many nonprofits accumulate disconnected systems, duplicate reporting, and manual processes as they grow. The issue is usually not a lack of technology but the lack of alignment between tools, processes, and organizational needs. Good systems create visibility, trust, and operational efficiency. Poor systems create frustration, shadow spreadsheets, and unreliable data.

Major Questions

  • Are systems supporting the work or fighting it?
  • Is data accessible, accurate, and trustworthy?
  • What work is being done manually that could be automated?
  • Are systems integrated or fragmented?
  • Do teams rely on shadow systems outside official platforms?
  • Can leadership confidently use existing data for decision-making?
  • Is technology reducing burden or increasing administrative overhead?

Seminal Documents

  • Technology Roadmaps
  • Systems Architecture Documentation
  • Data Governance Policies
  • CRM/Data Dictionaries
  • Reporting & Dashboard Frameworks
  • Automation Documentation
  • User Adoption & Training Materials

What I Bring

I bring deep experience designing and managing technology systems that support operations, evaluation, and organizational decision-making. My work has included Salesforce administration and optimization, automation development, reporting infrastructure, dashboard creation, and integrating systems across departments with different operational needs. I focus not just on implementation, but on usability, adoption, and ensuring technology reduces administrative burden instead of adding to it.