How we help
Our CiviCRM and Salesforce services support nonprofits in the areas of fundraising and donor management, member engagement, volunteers, and service delivery.
We believe that IT decisions are best guided by your nonprofit’s strategy and business goals. We work with your team to understand your strategy, processes, culture, and capacities, and distill these into a tangible technology plan. Leveraging years of experience working with nonprofit organizations, we’ll help you select tools and establish a roadmap that situates your technology in the context of your business goals, ensuring that your information systems do not sink your time but actively support and strengthen your nonprofit’s mission.
We start with a careful audit of your business processes and engagement strategies, assessing how a new solution will impact the way your staff currently work. Working collaboratively and in manageable phases, we’ll configure your platform, organize your data, and structure your workflows, ensuring your solution is well aligned with staff needs. If you are migrating from other solutions, we’ll help clean your data and load it in. And if you’re a Canadian nonprofit, we will help you comply with CRA guidelines.
Like most nonprofits, you use a variety of software and cloud services to support your work. From event management and email marketing, to payment processing and accounting, we have experience pulling these systems together into efficient, unified workflows organized around your CRM. In complex organizations, data integration can help abolish data silos, improve customer service, increase visibility on your constituent relationships, and better use staff time.
We’ll help you leverage the reporting tools provided by CiviCRM and Salesforce to gain real-time insight into your programs and supporters. Where needed, we are able to build custom reports and dashboard components that support your specific needs for operational and strategic reporting. By developing analytics that are clear, concise, and relevant, we'll help you evaluate your program successes and better plan your next outreach campaigns.
“ Working with Jake Martin White on the final stages of deployment with our CiviCRM database was like finding the calm during a storm. The project was a significant and long-overdue systems change for our organization, involved extensive customizations, and our unique membership and monthly donation structures added layers of complexity to the project. Coming in cold, Jake was able to quickly assess our needs, identify the root causes of our challenges, and implement fixes that immediately improved our day-to-day operations. He remains flexible and is quick to respond to urgent requests. Jake's technical expertise combined with an understanding of the complications often found in non-profit environments has made him an invaluable part of our data management team. ”
Beth Clarke, Development Director, Wilderness Committee
Canada's largest citizen-funded wilderness preservation organization
Jake Martin White
Jake has worked in nonprofit technology for a decade, in both consulting and corporate leadership roles. He has led development of enterprise-class fundraising platforms for binational NGOs, supported dozens of CRM deployments, and collaborated on web projects with local charities. Before that, he travelled the world providing data management expertise to microfinance projects in Afghanistan, Nicaragua, and Jamaica. With a collaborative working style, cross-disciplinary technical expertise, and a passion for organizations doing good work for people and the planet, Jake is a trusted expert in helping nonprofits use technology effectively.
Outside his professional interests, Jake is co-founder of a project that brings together settled Canadians and newly-arrived refugees in a shared, affordable housing community. He is a writer and educator, and has served with several nonprofit boards and committees. Jake holds degrees in Computer Science and Theology.