Embedded Files
Proven Track Record
The focus is adaptability over brand-name tools. If you have data, it can be made useful—even if it’s coming from different departments with different goals.
We specialize in drawing analytics from customer and client interactions and establishing the fundamental data systems for administration to help you do so.
Companies
Companies
We’ve worked with companies across industries to help them better understand, track, and act on the data that matters most to their work. Whether improving customer tracking or visualizing gaps in community outreach, we help clarify and streamline the data needed for decision-making.
Company Clients:
Nonprofit – Needed to show where youth programs weren’t reaching communities → We helped define and collect location data, and visualized service gaps on a map.
Small Business – Needed to understand sales trends → We built simple sales trackers and timelines to highlight what was working.
Association – Needed to measure member satisfaction and engagement → We designed clean surveys, summarized results, and turned them into reports.
Teams
Teams
We’ve supported leaders and teams—not just organizations—who needed more clarity or structure in their data work. Whether you're part of a marketing team, leading an internal project, or managing research processes, you can get direct support tailored to your role and goals—even if you're not in the C-suite.
Team & Leader Support:
Marketing Team – Needed to pull data from new sources for better reporting → We updated spreadsheet and dashboard structures to include new data.
Research Group – Needed to build institutional assessment tools → We created custom trackers and scoring systems aligned with team goals.
Across my journey, I've helped bridge teams that weren’t speaking the same data language—getting marketing, finance, and operations aligned around the same metrics. The goal is to help bring lane clarity to data conversations across departments for streamlined collaboration, data processing, and integrity.
Learn more about our technical experience below:
Governance
Governance
“Where people use data systemically”
These tools may not store or analyze data deeply, but they both regulate and act on what's collected, structured, or reported. Fundamental to any work, not just data work—they are both task- and team-oriented tools, helping users to assign, track, and streamline their work—as well as to understand parameters and accountability to maintain quality and business continuity.
Plectica, LucidChart, Visio
Asana, Wrike, Trello, ClickUp, Smartsheet, JIRA
Airtable
Salesforce Flow, Zapier, Make, Power Automate
#projectmanagement #workflow #policy #processmapping #SOP #qualityassurance
Insights
Insights
“Where insights are highlighted and decisions are made.”
There are several tools built to analyze, model, visualize, or report. Some may pull data from other tools. We've worked with the following data analysis, business intelligence and data visualization tools to build and support dashboards, trend discovery, machine learning, and storytelling:
Excel, SPSS, SAS, ArcGIS
Python, Jupyter/Colab
Power BI, Looker, Tableau
ArcGIS Online, Google Data Studio
Salesforce Reports, Zoho Recruit Reports
NetSuite financial dashboards, Sage financial summaries, Raiser’s Edge reporting, Financial Edge grant audits
#visualization #model #dashboard #graph #chart #analysis
Administration
Administration
“Where the data is saved and organized.”
Data storage and structuring tools store records, apply structure, and support querying or filtering for reliable report generation, data accuracy and management. These can include light and heavy database tools, structured spreadsheets, and record management systems—we've used these below:
Excel, Access, PostgreSQL, BigQuery
Salesforce, Smartsheet Grids, Airtable
ArcGIS Online/Enterprise
Zoho Recruit (record layer), Salesforce, Raiser's Edge
Financial Edge, NetSuite, Sage Intacct
#fields #tables #schema #lookup #join #dataset #quality #integrity
Interactions
Interactions
“Where the data is collected.”
We've worked with several tracking and perception tools—designed to gather input from customers, applicants, program participants, web visitors. This includes the following surveys, forms, and engagement platforms that track behaviors or responses:
Qualtrics, Typeform, Google Forms
Zoho Recruit, HubSpot, Salesforce
Constant Contact, Mailchimp
Smartsheet Forms, Salesforce Web-to-Lead
Google Analytics, Squarespace Analytics, Shopify
ArcGIS Survey123
Raiser’s Edge NXT (front-end features), NetSuite Forms/Timesheets
#UX #feedback #traffic #campaign #form #behavior #engagement
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