Services
Salesforce
With over a decade in the Salesforce ecosystem — as a certified administrator, implementation consultant, and Salesforce employee — I know this platform from every angle. I've seen it transform organizations and I've seen it fail them. Whatever stage you're at, my job is to guide you on the path to success.
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Readiness — Is Salesforce the right fit? Is now the right time? I help you answer both before you commit.
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Implementation — Small-scale implementations for nonprofits, academic departments, and small businesses. From day one, I train your team in your own Salesforce environment, so by go-live, they already own it.
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Training & Adoption — Role-based training delivered in your own Salesforce environment, designed to drive adoption from day one, not as an afterthought.
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Administration — Flexible, on-demand support for organizations that don't need a dedicated full-time admin.
AI Readiness
AI is everywhere right now and the pressure to adopt it is real. But with more than 80–95% of AI projects failing, the most important question isn't which AI tool — it's are you ready?
My AI Readiness service is about asking the right questions before you commit, so that when you do move forward, you move forward on solid ground.
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Data — Is your data complete, clean, and structured in a way that AI can actually use?
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Resources — Does your team have the time and capacity to see this through?
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Business Process — Do you know where AI can help, what you want to automate, and how you'll measure success?
Enablement
Enablement is more than content delivery: it sticks when it's built on a foundation of intentional design, clear outcomes, and a path to demonstrated competency.
I design programs that turn learning into lasting capability and advise software companies and investors on strategy and market entry in the partner enablement space.
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Program Design — Curriculum built around your audience, your goals, and your outcomes
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Certification Development — Assessment design and credential frameworks
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Enablement Market Advisory — Strategic guidance for structuring, scaling, or entering the enablement space
Data Services
Clean data isn't a nice-to-have, it's the foundation of every successful implementation, migration, and AI initiative. Because no matter how good your tools are, garbage in is always garbage out.
Data Services is the hands-on, unglamorous work that makes everything else possible; reviewing, auditing, and cleaning your data so it's complete, consistently structured, and ready to move.
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Data Audit — A thorough review of your existing data to identify gaps, inconsistencies, and structural issues before they become implementation problems
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Data Cleanup — The actual grunt work of fixing and restructuring your data files so they're clean, complete, and consumable
Program Evaluation
For nonprofits, foundations, and grantmaking institutions, program evaluation isn't optional — it's accountability to funders, to stakeholders, and to the mission itself.
I offer full-cycle evaluation services, from designing the framework and defining the metrics to conducting the research, analyzing the findings, and delivering a clear, actionable report.
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Evaluation Framework Design — Defining what success looks like by connecting program objectives and outcomes back to your mission and funder expectations
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Data Collection & Analysis — Survey design, research, and analysis of program deliverables against your defined metrics
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Evaluation Reporting — Clear, structured findings that demonstrate impact, inform decisions, and satisfy funder requirements
Sources: RAND Corporation, 2024 · MIT NANDA Initiative, 2025