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 systems to produce useful data analysis, effective methods for reaching out to customers and donors, and workflows.
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 businesses and a not-for-profit.
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.
“Our club needed a new website and Meg quickly and effectively produced a top-notch one on WordPress. She kept us on a good schedule to deliver the product in a timely manner, providing prompts and alternatives as we designed the content. Meg thought of many things we didn’t even know we needed including her production of a manual so we can update and add to the site as needed. Thank you Meg for your excellent work.
Commodore, Eagle Lake Sailing Club
“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
“Meg utilized thoughtful creativity and excellent technical abilities to design the website for my new business. She provided design options and insights on effective imagery and language, answered my questions, and got it launched seamlessly. If you’re looking to design or redesign your website, Meg is a great person to work with!”
“If you have a small business and need help getting it up and running or moved up to the next step, Meg is amazing! She fixed up my website and helped me open my online store. She is responsive, reasonably priced, and extremely knowledgeable about how small businesses operate.”
Doodle Art and Design