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A Clear Plan Before You Spend
If you know your systems aren't working but aren't sure what to fix first, this is where we start. We look at the tools, spreadsheets and workflows your team uses today and talk with the people who use them. Then we give you a phased roadmap with rough costs, and the case for impact written the way funders and boards talk about it.
What we look at
Your tools
Your CRM, forms, spreadsheets and the inboxes holding it all together.
How work moves
Where information gets re-entered, handed off or stuck between teams.
Your reporting
What your funders and board ask for, and how long it takes to pull together.
The people using it
Whether staff, volunteers and participants can actually get through it, including accessibility.
What you get
A short summary
What's working, and what's costing your team the most time.
A phased roadmap
A prioritized plan in phases, with rough costs for each phase.
An impact case
Written in plain language, ready to use in a grant application or an internal budget request.
A walkthrough with your team
A call to go through it together and answer questions.
Pricing
Systems Review & Roadmap: $3,500 + HST
A fixed price, delivered in about two weeks. If you go ahead with phase one, we credit the review fee toward it.
Questions
Start with a systems review
Book a short call. We'll confirm the scope, then look at the tools and workflows you already have and give you a clear, phased plan for what to fix first.