Featured engagement
Education · Marine sciences
From scattered spreadsheets to a single fundraising cockpit
An oceanographic education nonprofit
What changed
Weekly board reports now run in minutes. The director walked into her quarterly review with answers, not apologies.
Read the story
- The challenge
- Four overlapping spreadsheets and a CRM no one trusted. Leadership couldn't answer 'how are we doing this quarter?' without a week of cleanup.
- What we did
- We rebuilt their data pipeline, designed a role-based dashboard for development and program teams, and trained staff on a shared glossary.
- What changed
- Weekly board reports now run in minutes. The director walked into her quarterly review with answers, not apologies.
- Reduction in report prep time
- 94%
- Sources of truth consolidated
- 3 → 1
- From kickoff to first dashboard
- <2wk


