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Digital Operations and Systems Consulting for Non-Profits

 

I help non-profit leaders and small business owners leverage human-centred design principles and cloud-based technology to scale and grow their impact. In today's remote working environment, harnessing online tools is more important than ever.

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With the right tools, a small team can do BIG things

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Hi, I'm Margo!

 

I work with clients from charitable and non-profits organizations to transform their management and use of digital information. 

 

I’m sharp, curious, and adaptable in my approach and bring a human-design perspective to how I work as a Digital Transformation Specialist. I want to assure you that it is possible to take a systems change journey with someone who understands how crucial the human element is to the success of a plan. It’s not linear and certainly not one-size-fits-all but I have charted unpredictable paths with many clients and arrived at our destination unscathed and excited.

 

Be in touch if you’d like to talk about how we can work together.

Contact Me
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Do you need a better way to manage your contact lists for better donor and customer engagement?

Are you spending too much time moving information from one place to another?

Is it a headache to try and capture the data necessary for reports?

Are you concerned that a systems change might be a difficult adjustment for your team?

Exceptional Donor Stewardship

 

Most of my clients want to make list building easier and communication with stakeholders more personalized. Outdated or manual systems can slow down this process. Implementing a Customer Relationship Management tool (CRM) can transform an organizations ability to retain current stakeholders and identify new prospects, which results in raising more funds and enriched collaborations.

 

Time for the Important Work

 

Using digital tools that don’t "speak to each other” results in a lot of manual data entry that takes time away from the work you want to be doing. Integrating new tools can get your computer doing the work for you. This also results in systems that aren’t reliant on the knowledge or expertise of one member of your organization to keep working.   

 

 

Telling a Better Story

 

Many small but mighty organizations rely on a series of disconnected spreadsheets to manage organizational data, which can make reporting time-consuming. A more efficient method for generating this information allows you to leverage the results to engage your board of directors, on-board staff, and monitor your impact in real-time. Easy access to this data makes it possible to tell a better story about what you do and how you’re doing it. 

 

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We’re All Human
 

My work as a specialist is focused on human-centred design practices and I know how crucial the people behind the plan are. It’s not always easy, but I have lots of experience with coaching people through a digital transition. I have the tools to provide support and training that will result in the best possible outcomes with team members who feel equipped and empowered. 

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Your organization is unique and so are your needs.

 

We can customize the services and tools that will best fit how you work and where you want to go. I have categories that reflect the work I do most frequently with clients but I look forward to talking to you about your specific needs and how I can address them. 

 

Consultation

 

I offer problem-solving, conceptualizing, and future-proofing strategies to…

Tool comparison, prototyping and selection.

 

Audits & Recommendations

 

I'll look at how you're working now, identify challenges and opportunities in your existing workflows, and provide you with customized technology recommendations and a digital roadmap so you can make the right decisions.

 

Package includes:

  • Process and workflow audit

  • Tool research

  • Customized technology recommendations

  • Workflow recommendations

  • A digital roadmap so you can implement effectively

 

Implementation

 

Adopting a new tool into your everyday operations can take anywhere from 2-6 months. I'll do the heavy lifting so you can get there faster! 

 

Package includes:

  • Tool customization

  • Data cleaning and migration

  • Testing and troubleshooting

  • Documented system gaps and opportunities

  • Resources and training

 

Coaching

 

Training & Documentation

Customized documentation, 1:1 training sessions and support for 60 days after completion.

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StopGap is a client who engaged me to find and implement a CRM and donation processing tool that would meet their unique needs. This organization works to create a world where every person can access every space. A world free of barriers would help give everyone the opportunity to live a life full of independence, spontaneity, and ultimate fulfillment.

 

The tool needed to be able to manage and track all of StopGap's contacts, their relationship with each other and engagement with, or participation in, their programs. They wanted to spend less time on manual data transfers so the CRM needed to be integrated with other cloud tools and trigger automatic workflows. Finally, StopGap wanted to make list building easier and communicate with stakeholders in a more personalized way.

Software implemented: 

  • CRM 

  • Donation Processor

  • Form tool

  • E-Signature tool

  • Integration-as-a-service tool

 

Results:

  • All organizational data  is harmonized within a robust CRM. 

  • Manual data input has significantly reduced.

  • Workflows and automations have been leveraged to connect StopGap's digital tools. 

  • Reports are easy to generate and share with whoever needs them. 

  • StopGap's trust in their data's integrity is increased. 

  • Lists are easy to create and manage.

  • Communication with clients, volunteers, and donors is more efficient, easier to track and more personalized. 

  • StopGap's is better able to track all historical data related to stakeholders and supporters.

  • Managing and tracking information related to prospecting, fundraising and stewardship is simpler.

Organization Testimonials:

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"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

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"The StopGap team can't thank Margo enough for her support and dedication in helping us implement a CRM system. She took great care in ensuring we understood new processes and systems, helped us organize our all-over-the-place data, and was always available to answer questions along the way. Margo went above and beyond my expectations for a CRM consultant and I would recommend her without any hesitation."

Velanie George, Engagement Coordinator

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