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Making technology work for you

I help small to medium-sized businesses and charities leverage cloud tools and automations to increase efficiency and grow their business. 

Hey, I'm Margo!

​I'm glad you found me! You may be wondering what a Business Systems Specialist does. Well, with a focus on improving the customer experience and streamlining the "behind the scenes" stuff, I work closely with clients to (re)design and implement systems that will save you time, empower staff and enhance business growth.

 

​My specialty is making order out of chaos. I do this by finding the right combination of cloud tools for your business or organization, making them talk to each other and provide you with the training to get you to your goals sooner. 

Whether you're just getting started, need a full digital transformation or just a bit of fine-tuning, I’m here to help. 

To be sure that I'm the right person for you and your business, I offer free 30-minute discovery calls. 

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I am on a mission to help women Business and Nonprofit Leaders thrive in today's digital landscape. 

Some of the things I do...

  • CRM-specific services

    • ​CRM needs assessment and selection

    • Database design

    • CRM customization and data transfer

    • Software integration​​ and workflow automations

    • 1:1 training and training for teams

    • Customized training resources 

  • Charity-sector services:

    • Donor journey design

    • Donor stewardship automations

    • Donation processor selection and customization

    • Donation processor migration and training

  • ​Consulting Services: ​​​

    • General needs assessment and software recommendations
    • Process / Systems review and redesigns 
    • Tool implementation and adoption support
    • System integrations and automations
    • Customer journey (re)designs
    • Customer engagement automated workflow designs and implementations 
  • Host occasional workshops

  • Make and provide helpful resources

"Our CRM needs were complex and required integration between our fundraising, online payment, bookkeeping, and communications platforms. Margo’s excellent project management skills, technological expertise, and passion for making this world a better place combined to get the job done. Margo helped us raise our operational bar to heights we had only dreamed of, goodbye spreadsheets! Not only did Margo meet our CRM build needs but she insured that we were set up with the support that we need to guide our learning and get familiarized with the new complex system"

-Luke Anderson, Executive Director, StopGap

Save time AND grow your business? Yup!

By leveraging cloud tools and strategic automations in combination with training and custom-made documentation, even the most non-techie clients will walk away feeling confident in knowing that they're not just using, but maximizing their tech stack. 

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"Margo's technical expertise, knowledge and clear communication made her the ideal consultant for our project. Throughout the project, she consistently communicated and coordinated with us and sought input. Her willingness to listen, adapt, and incorporate feedback made the entire process a great success. It was a genuine pleasure to work with Margo, and we wouldn't hesitate to trust her with future projects."

-Mural Routes

Sampling of organizations I've worked with

b Current logo
Applaud Logo
LEAF logo
SpiderWebShow logo
Precision Rx-Dx logo
Mural Routes logo
Art Not Shame logo
StopGap Foundation logo

Get in touch!

I'm based in Ontario but my clients are all over Canada. 

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© 2021 by Margo Mullin.

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