For nonprofits and small businesses across the US, with onsite services available to Southeastern CT and surrounding areas.
Little Green Light Consultant
Data Migrations and Account Setup
Integrations (including Zapier setup)
LGL Forms, including Donation, Mailing List, Event Registration, etc.
Audit your existing system for data cleanup, menu and setting recommendations, and process improvements.
Experience with data migrations from the following: Raiser’s Edge, DonorPerfect, eTapestry, Fundraiser Select, Exceed Beyond, QuickBooks, Abila (Sage), Airtable, Network for Good, Reach, Sumac, MS Access, as well as exports from PayPal, auction platforms, EventBrite, Excel files of all types, and more.
Getting Started with KDW Consulting Services
To get started, I normally do a quick call so we can get to know each other and make sure I have a clear understanding of your project scope, needs, and timeline. If that works for you, please click on “Schedule Appointment” to view my calendar and select the day and time that works best for you.
Book an Hour with Me!
Do you need to pick a consultant’s brain, run through some questions or ideas, need to check a new form mapping, or are interested in a quick training? Hourly consults are available and billed at $100/hr.
Book a call on my calendar (payment is made at the time of booking):
Proud Member of the Little Green Light (LGL) Consultant Network.
Implement an effective and efficient donor management system so you can focus more on your mission! Turn all of those spreadsheets and to-do lists into a functioning, easy-to-use system or upgrade that cumbersome CRM that has been weighing you down.
Let KDW Consulting Services do the research and help you identify the application that meets your business needs, budget, and technical skills, so you can work easier. My goal is to leave you ready to work, confident in your new system, and happy with the amazing new way you can manage your nonprofit.
Research and recommend industry applications to meet your organization’s needs.
Settings, tables, security roles, and users.
Develop and document process.
Train system administrators and staff.
Process Development and Improvement
There are major processes that drive your business/nonprofit, as well as smaller everyday tasks. As a consultant, I can help develop new processes or improve existing processes. I rely heavily on the subject matter experts – you know your business. My job is to listen to your needs, identify a process that meets those needs, find places to increase efficiency, and bring it back to you to review.
User Manuals/Employee Manuals: Turn existing processes (often in multiple places and formats) into a formal, combined document.
Process Documentation: Take the how-to steps living inside your head and put them to paper into a concise, easy-to-follow process.
Draft policies and procedures in accordance with business needs and applicable regulations/laws.