About

Nonprofit leaders like you, more than ever, need mission-critical tools to build relationships and scale their impact.

Now take into account that there’s an endless amount of CRM options you could choose from and then a multitude of ways you could implement such tools to address inefficiency, lost donor opportunities or other weak points you’re focused on fixing for good.

So, here’s some common scenarios that I’m on a mission to fix:

• Your data is scattered across spreadsheets and systems, making it difficult to see a constituent’s full journey,
• Staff are frustrated by not being up to speed on how CiviCRM is working, or could be improved, that could make their job much easier,
• Does it feels like a spaghetti mess of data making it cumbersome to manage the day to day, run effective recruitment campaigns or event management and then unearth what strategies would deliver even greater results?
• Are you outgrowing a restrictive commercial system that limits features unless you upgrade to the “next plan” on offer?
• Is it becoming inefficient, unsustainable or just downright expensive to keep managing various disconnected tools?

It doesn’t actually have to be this way. By carefully planning out a tailored data management system you own (not rent), you can save your staff countless hours through automation, empowered staff and gain back constituents and donors through effective communication and segmentation.

That’s why I focus exclusively on CiviCRM implementation and support for nonprofits that helps you build relationships and ultimately assist in maximizing your nonprofit’s impact.

How a project starts

Your people, processes and technology ought to align with the way your organization actually works (“business strategy”). That means mapping out your processes “end to end” and keeping measurable outcomes that affect your staff and your service recipients at the forefront. What it’s not is messing about with tech tools to impress your board or upgrade because it “seems time”. After all, we’re all in the nonprofit space to make a better world, a real difference in the lives of others.

My approach is clear cut, I’ll start by asking deeper questions on the problems we’re actually trying to solve so your CRM is following a well-defined, long-term plan.

Ok, let me be even more clear, because this is the most important point. If our shared endeavor won’t make your life or your service recipients life better in measurable ways, it’s just not worth considering further. This is more than half the battle and part of CRM strategy road-mapping exercise that must occur before any implementation begins. I want you and your team to be happy with the end result.

What nonprofits I work best with

You could work with a large digital agency or another consultancy, so here’s what type of organizations I tend to serve best:

• You’re a growth-oriented to mature stage nonprofit with a single staff member or a small team that has outgrown the days of excel spreadsheets or disconnected, “patched together” tools done in-house,
• You want personalized support and strategic guidance to confidently use CiviCRM well and gain insight into how things could be approached with CiviCRM,
• You’re in need of short-term CiviCRM coaching support to improve your in-house technical know-how so you can manage more of it on your own successfully,
• You need an extra pair of hands at times to handle the more complex configuration to augment limited, internal capacity,
• You need better integration with WordPress for your events, donation pages and users so it all works as a cohesive system.

Flexible and personal approach

With that said, I have 10 years of CiviCRM experience and cross-skilled with nonprofit leadership, fundraising and community organizing.

A few unique feature of my practice is I work as a soloist.

• I am flexible for each nonprofit project I am involved in by scaling or contracting capacity. For example, many of my project’s I collaborate with a graphic designer for the front-end. 
• Additionally, projects are fixed-prices not estimates. You will have 100% clarity and free of risk once we’ve decided on the project goals. 
• Lastly, in an age where customer support is declining or being automated away, I provide personalized support that is responsive, clear and practical.

So, you’ve come here as a problem expert and want it fixed in your CRM. I’m passionate about setting you up for success based on where you are at today. And frankly, my job isn’t really done until you don’t need me anymore. Or not that often anyway!

– Andy Burns