The route we travel with you.

Most nonprofits already have the data they need— it just lives in ten systems that disagree.
SIX PHASES

01 Discovery

Stakeholder workshops, current state assessment, roadmap

02 Data audit

Governance, accuracy, completeness, duplication

03 Recommendations

A plain-language plan, in the order to run it

04 Architecture

Hierarchy and taxonomy designed, configured, validated

05 Migration

Clean data, moved once, through our API-connected merge tool

06 Enablement

Reports, written procedures, training team by team

WHAT YOU END UP WITH

● Complete profiles, accurate history ● On-time monthly financial close
● Segments, donor journeys, and AI in reach ● Every system integrated, syncing automatically
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Boston - Providence · Pike Avenue Consulting · Collaboration begins with a conversation · ©2026 All rights reserved.