Nonprofit Cloud (NPC)
Implementations and migrations from NPSP, legacy or custom builds. Program enrollment, care plans, benefit disbursements, OmniScript-guided intake and case creation.
Nonprofits & Associations
Technology that serves
your mission.
Give your staff a connected way to manage relationships, programs, and everyday work, with a roadmap that respects your priorities.
Technical specializations
Program & case management
Full program life cycles on-platform: intake, eligibility, services, inspections, billing, outcomes and KPIs. Housing, benefits and case management.
Data foundations & Data 360
Deduplication, merge processes, multi-system consolidation and reporting architecture. The groundwork Data 360 and Marketing Cloud activation depend on.
Portals, payments & documents
Experience Cloud member and pledge portals, Asperato card/ACH processing, Conga document generation, Jotform intake.
Integrations & DevOps
Salesforce-to-Salesforce, NetSuite, banking and payment integrations; Flosum release management and regression support.
Nonprofit finance on-platform
Certinia (FinancialForce) financials: multi-company accounting, billing and AR, revenue recognition; NPSP-to-Certinia chart-of-accounts mapping.
What a good-fit account looks like
A previous partner left it broken
Budget spent, little in production, staff wary of consultants, and an org full of flows and custom objects nobody can explain.
Programs run outside Salesforce
Housing, case management, intake, referrals, benefits or inspections tracked in spreadsheets and paper while Salesforce holds contacts and donations.
The association outgrowing its AMS
Personify, Aptify or similar, with membership, meetings, publications and donations all settling into a finance function the AMS was never built for.
An AI mandate or grant, no data foundation
A board directive or grant to scale with AI, sitting on duplicate records, inconsistent vendor data and manual reconciliation.
How we work with nonprofits
Senior-led
The architect who scopes the work stays on the build through go-live. Growth-segment orgs get the same people a $1M program gets.
Configuration-first
Out-of-the-box Nonprofit Cloud and managed-package configuration before custom code, so the org stays maintainable and upgrade-safe long after we leave.
Right-sized entry
Fixed-fee assessments sized for Growth-segment budgets, then a phased build the board can approve one step at a time.
We stay through adoption
Hypercare after every go-live, training documentation, and managed services on a monthly retainer. St. Mary's Center rated us 5 of 5 on their January 2026 satisfaction survey.
Sectors where we have delivered
Health & Human Services
Medical & professional societies
Industry associations & standards bodies
Behavioral health (adjacent)
Let’s move forward
A clearer path starts
with a conversation.
Tell us what’s getting in the way. We’ll help you identify the right place to start.