IT leadership and planning
A part-time IT director without the full-time salary. We build your budget and technology roadmap, review vendors and contracts, and give your leadership team and board clear, plain-language updates.
Services
Here's what we help organizations with. Every engagement starts with understanding what you already have.
Salesforce
Salesforce set up around the way your organization works. Automation that saves staff time, reports leadership can trust, custom solutions when you need them, and connections to your other systems. We work with Nonprofit Success Pack (NPSP) and Agentforce Nonprofit.
Microsoft 365 and Azure
The whole Microsoft suite, set up and managed properly: Exchange email, Teams, SharePoint and OneDrive, Intune device management, Entra ID sign-in and multi-factor authentication, Defender security, and Azure. We also help nonprofits make sense of Microsoft's nonprofit licensing.
Security
Security assessments that show where you're exposed and what to fix first, plus account protection, email security, and backup and recovery for your devices, servers and cloud systems, all explained so your leadership can act on it.
Projects
One-time work with a clear start and finish.
- Technology assessment
- A full look at your licenses, Salesforce, Microsoft 365, devices and security, with a clear list of what to fix first.
- Device setup
- New computers set up, secured and handed to staff ready to work.
- Microsoft 365 migrations
- Moving email and files into Microsoft 365, and retiring old servers.
- Data migration
- Moving your data out of spreadsheets, older databases or another case management system such as Clio, cleaned up and into a system that fits.
More we can help with
- AI tools
- Putting AI to work safely, from Microsoft Copilot to AI features in Salesforce, with the right controls on your data.
- Cloud phone systems
- Phone systems that run over the internet, so staff can take calls from the office, home or their laptop.
- Systems that talk to each other
- Connecting Salesforce, Microsoft 365 and the other tools you use so information doesn't have to be entered twice.
Not sure where to start?
Send us a question. We'll help you figure out the right first step.
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