Often small businesses and non-profits lack resources to hire full-time staff to better utilize systems and organize data. I put the pieces together and make complex systems understandable.
I help small businesses and non-profits maximize their potential by:
Configuring CRM and donor systems to produce useful data analysis, workflows and effective methods for reaching out to customers and donors.
Websites & Board Portals
Creating websites in WordPress and designing portals for board directors. Here’s an example of a private board portal I can create for your organization.
Creating tools and manuals to update and maintain systems and streamline business processes.
I worked for a non-profit for over 8 years where I realized my passion for using systems to advance an organization’s mission and goals.
Following are projects I’ve completed that sharpened and honed the expertise I can share with you.
I am a Salesforce Certified Administrator, have my own developer edition and can make custom objects, fields, report types, record types, dashboards, roles and permissions, workflow rules and processes, and install and configure apps.
I have the Quick Base App Builder certification, a developer edition and can create apps, tables, forms, relationships, reports and automations.
Websites & Board Portals
I designed this website, added a store to a client’s existing website and created websites for new and existing businesses and non-profits.
I designed a template I can use to build your non-profit’s private portal where board directors can view meeting documents, minutes, upcoming events and organizational resources. Read my blog post about board portals here.
I created a process for a client to resolve audit deficiencies and helped update and expand the client’s manuals to align with the new procedures.
I produced and maintained manuals for governance, accounting, systems and software, and IT guidelines. In addition I train and create manuals for my clients to maintain their websites and CRM systems independently.
“We use StarChapter for our website, CRM and email communications. Meg worked with StarChapter to put into place a new website template, presented our focus group with key design elements, created the content and then trained a board member to manage the website going forward. We appreciate everything Meg did and look forward to working with her in the future.”
President, HRA Oak Brook
“I really enjoyed working with Meg because she listened, understood what I wanted and created a website I love and is easy for potential clients to use. She’s pleasant, efficient, tech savvy and removed the stress around developing the website for my new business.”
“Meg is a pro. She knows Salesforce inside and out. She sees the bigger picture and she carries things through to the smallest level of detail, ensuring that all functions as it should. She listens very well, and works effectively with her clients to tailor Salesforce to the needs of their particular organization.”
The Well Spirituality Center
“Meg helped us earn ‘Best in Class’ risk compliance certification with PDRMA. Assertive, team friendly and she gets things done – on-time, within budget.”
Executive Director, Western Springs Park District