My development team relied heavily on him for critical and clean data from around the country. Andy and I were regularly having conversations on how to make the data available more hygienic and comprehensive.
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 and thoughtful support and strategic guidance to confidently use CiviCRM well and gain insight into how things could be approached with CiviCRM,
- You’re wanting 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
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, on some project’s I collaborate with a graphic designer for the front-end component.
- 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, and frankly a little more caring.
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
Want to connect? You can read my latest insights, schedule a CiviCRM demo call, or partner with me on a project to drive fundraising results and deeper constituent engagement for your nonprofit.
My work in numbers
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Data migrations from systems such as NationBuilder, Raiser’s Edge, Wild Apricot, Mailchimp, AirTable, hand-rolled systems and a heap of spreadsheets.
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The number of years I’ve had focused work with CiviCRM, data management projects and WordPress.
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The maximum ongoing projects I’ll ever take on at one time. I dive in deep so it’s done well. Multitasking is a myth.
Pros/Cons
Pros/Cons transparency list
You’ve read the benefits of using CiviCRM and potentially working with me. Now you might be trying to figure out if there’s any drawbacks before getting started.
Here are key points you need to think about beforehand.
No internal CRM lead
Without a designated point person on your end to champion the system, coordinate staff, document changes, the system will tend to lose clarity and focus. I need someone on your end to collaborate with on problem identification and priorities.
Expecting an agency experience
I’m solo by design — no additional account managers or handoffs. That means personalized service and direct communication — but not that big-team polish or hierarchy.
Wanting only an order taker
Engagements are built on strategic thinking and collaboration —diagnosing your core challenges, understanding why they really matter and guiding implementation that is scoped appropriately—not simply executing a punch list of tasks without understanding the underlying goals.
Prioritizing lowest price first
If hiring an expert seems expensive, try hiring an amateur and needing to do some or all of it over again.
A CiviCRM system is an investment in your cause. If an organization can’t make a meaningful investment (this will vary based on your size) to scale their impact, it’s a mission and strategy problem that a CRM just won’t solve.
AI isn’t everything
Yes, AI is a significant tool—but it works best when paired with an actual CRM strategy. And only through the process of working together, will we be able to proactively craft one intelligently, not just developing workarounds for that “quick fix” that will cause pain down the road.
A human partner that brings common sense and practicality can help you do just that.
Avoiding documentation
Complex systems need human readable docs and videos. If you want to understand how things work, and own your tech, I’ll walk you through it. There’s undoubtedly colleagues plus others that will be in your shoes in the future. Wouldn’t it be nice if they had a starting point of understanding?
Writing out something is its own kind of teacher.
Soloist with partnerships
Depends on the project, I expand or reduce capacity. Sometimes that’s collaboration with a web designer, or other CiviCRM partners specializing in custom development. So you’ll primarily be seeing a lot of my face but you can know we’ll have the ight team for each project taken on.
I have a 25 plus year Systems Administrator that has access to all the servers my clients run on. You’re also never a vendor locked in; CiviCRM can be supported by many qualified professionals.
Have more questions? You can contact me here.
– Tara DeSisto, Development Director
