Data & databases
Consolidate years of scattered spreadsheets and shared drives into one clean, reliable database your team can actually work from. Set up to match how your organization runs today.
What you get
- A clean core data model mapped to how your team already works.
- Migration plan from legacy sheets with data quality checks.
- Practical forms, views, and guidance so staff can keep data clean.
Common blockers
- Multiple spreadsheets define the same client or donor in different ways.
- Shared drive exports create version confusion and broken formulas.
- Reporting takes days because data has to be stitched manually.
Data model demo: scattered sheets to one source of truth
A representative before-and-after structure showing how duplicate records and inconsistent IDs are resolved.
- Before: five spreadsheets tracking clients with mismatched column names.
- After: one client table linked to services, outcomes, and case notes.
- Outcome: monthly reporting assembled from one consistent dataset.
Examples are representative and may use synthetic or redacted data to protect client confidentiality.
Data reliability check
Assess how much data friction may be slowing your team and where consolidation would have the biggest payoff.
Question 1 of 5
Readiness score
0/100
Recommended next steps
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