Software alone doesn’t solve organizational problems. Its value depends on the information it contains, the processes it supports, the systems it connects to, and the people responsible for using it.
We help organizations build technology and data environments that support the work instead of creating more of it, so your people have the information they need to move the organization toward its next horizon.
Where it shows up
Technology problems often appear as unreliable reports, duplicate work, frustrated users, conflicting information, or teams maintaining shadow spreadsheets because the official system can’t support what they need.
Our point of view
Organizations often invest in sophisticated platforms and then discover that the expected transformation never arrives. The problem isn’t always the software.
The return on technology comes from defining the workflows, cleaning and governing the data, training users, building useful reports, assigning accountability, integrating the system into daily work, and continuously improving it.
The value isn’t in owning the technology. It’s in changing how the organization works.
01Technology strategy
02Implementation
03Data management
Platforms we know
And many others. When an off-the-shelf system isn’t the right fit, we design and build custom solutions around how your organization actually works.See a custom software story
The outcome
The organization spends less time finding, correcting, and re-entering information. Employees can use the systems they have. Leadership can see what’s happening. Technology becomes part of the infrastructure supporting the mission rather than another obstacle to work around.
What clients say
Kara and her team cut through the clutter and noise to clean up our donor data and created a plan that has allowed us to scale up our fundraising operations, and prepare for a successful Capital Campaign using data we can now trust and verify. Our Development and Finance Departments are in sync, and operating better than ever.
Bill McDermottCampaign Director, Project Angel FoodClient stories
Nonprofit
A new executive director inherited finances no one could reconcile, despite several outside consultants. The problem wasn’t anyone’s competence: no one owned the whole system. An assessment and an Optimal Horizon Workshop gave staff, consultants and the board one map and one plan, and the organization went on to its strongest revenue year.
Nonprofit
After a troubled move to a new donor database, development and finance couldn’t agree on the numbers. A Data Up assessment showed the database was only the visible part of the problem. Shared gift-processing rules, a monthly reconciliation and a written operations manual restored trust in the data, and between the teams.
Tell us what your users, systems, and reports are doing today, and what you need them to make possible tomorrow.