About Data Best Practices

---

 We partner with mission-driven organizations to design, implement, and optimize Salesforce and data ecosystems that support fundraising, program delivery, grant management, and strategic decision-making. Our work ensures technology is not just functional, but aligned with how nonprofits actually operate, grow, and serve their communities.

We believe data should:

• Strengthen donor and stakeholder relationships
• Improve operational efficiency
• Support transparency and accountability
• Enable smarter, faster decisions 
• Demonstrate real-world impact

 Through thoughtful architecture, solid governance, and practical implementation, Data Best Practices enables nonprofits to go beyond managing systems — and start leading with data.

• Clearer donor insights drive smarter segmentation and outreach
• Fundraising systems align with real-world strategies 
• Teams spend less time fighting systems and more time building relationships
   

• Leadership has trusted dashboards and metrics 
• Data is consistent, governed, and actionable 
• Strategy is guided by evidence — not guesswork
   

• Grant funding links to programs and outcomes 
• Service delivery data connects to funding impact 
• Organizations can clearly show: funding → services → results
   

• Systems are designed intentionally, not patched together 
• Automation works reliably 
• Integrations are modern and scalable 
• Technical debt is reduced instead of growing
   

• Outcomes and services are measurable 
• Reporting to funders and boards is faster and clearer 
• Organizations can tell a data-backed story of change
   

Nonprofits we support don’t just “have Salesforce.”

They have:

✔ A data ecosystem that supports growth
✔ Teams that trust their systems
✔ Leaders who use data to guide strategy
✔ A foundation built to scale with the mission