Nonprofit Digital Transformation
Salesforce Migration & Systems Rollout
Led full migration from paper-based processes to integrated SaaS (Salesforce, Google Workspace, Asana) as sole IT administrator for a 20-person remote nonprofit — from donor data migration through user training and adoption.
Stage 1.
Systems Audit Conducted a full audit of the organization's paper-based and disconnected digital processes across donor management, finance, and program operations. Interviewed staff and reviewed existing QuickBooks and manual workflows to identify friction points in data accessibility, reporting, and cross-team coordination.
Stage 2.
Migration Strategy Developed a phased migration roadmap prioritizing donor data integrity, minimal service disruption, and long-term scalability. Selected Salesforce as the core CRM and Google Workspace as the operations backbone, sequencing the rollout to keep the 20-person remote team functional throughout.
Stage 3.
Build & Configuration * Data Migration: Migrated donor and program data from QuickBooks into Salesforce, validating accuracy at each stage. * Systems Configuration: Designed custom Salesforce objects for contract and program management; implemented Google Workspace security, user management, and organizational structure. * Workflow Integration: Connected Salesforce, Asana, and Trello to reduce manual handoffs and centralize reporting.
Stage 4.
Training & Adoption Delivered hands-on training and built documentation for a fully remote, non-technical staff. Provided ongoing technical support and troubleshooting to drive adoption and reduce reliance on manual workarounds.
Stage 5.
Documentation & Scaling Documented system architecture, admin procedures, and workflows to support the organization as it scaled. Maintained and expanded the infrastructure over the following years as the organization grew.
Outcomes
The migration eliminated the organization's reliance on paper-based and manually reconciled processes, giving a 20-person remote team a single, reliable source of truth for donor and program data. This project reflects the core of my BA/implementation work: translating operational needs into working systems, and getting non-technical end users to actually adopt them — not just to build the process, but to run it.
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