Data Assessments & Roadmaps for Nonprofits and Foundations
How We Help
Organize Your Data Systems
When your systems don’t talk to each other, it creates inefficiencies, hides valuable insights, and limits your ability to measure and communicate your true impact. We help you move from data chaos to strategic clarity, ensuring your technology fuels your mission.
Build Scalable, Mission-Aligned Solutions
Our certified Salesforce and AI strategists design technology that grows with your organization and supports your goals.
Get a Clear, Actionable Roadmap
Our data assessments deliver a step-by-step plan to fix what’s broken and optimize your technology.
Achieve a Single Source of Truth
Walk away with a unified, single source of truth so you can finally trust your data for reporting.
Data Systems Audit and Roadmap
Discover what’s working, what’s not and identify what’s next.
Your organization has invested thousands—maybe millions—in technology. But are those tools working together? Or are they creating more problems than they solve?
We assess your complete data landscape—revealing whether you need new tools or simply better connections between existing ones.
How it Works
We document and analyze your entire data ecosystem: every platform, integration, spreadsheet, and manual workaround your team uses. Through conversations with staff at all levels, we identify where systems create friction, where data gets stuck, and which gaps are costing you time or accuracy.
This analysis provides a prioritized roadmap: the gaps that need bridging, the redundancies draining resources, and the high-impact changes you can implement right away.
What You’ll Get
- Complete map of how data moves (or doesn’t) through your organization today
- Prioritized recommendations that make sense for your mission and budget
- 12-24 month roadmap with realistic timelines and costs
- An executive summary you can share with your board
The result: You invest in the right improvements at the right time—eliminating wasted spend while building toward a genuinely integrated data ecosystem. Organizations typically identify 20-30% cost savings from unused features and redundant tools.
Salesforce Audit and Roadmap
Maximize your Salesforce investment.
Organizations typically use less than 30% of their Salesforce capabilities. The problem isn’t the platform—it’s that implementations rarely evolve alongside organizational needs. Data gets messy, workflows become outdated, and teams develop workarounds instead of solutions.
Our audit reveals what’s working, what isn’t, and exactly how to optimize it—without starting over. A clear path to transform Salesforce into a platform your team relies on.
How it Works
We examine your complete Salesforce environment—data quality, workflows, automations, security, reporting capabilities—while talking with your users about where the system helps and where it hinders their work. This dual perspective reveals both technical gaps and adoption barriers, informing a practical optimization strategy.
What You’ll Get
- A detailed assessment of your Salesforce health
- Specific, prioritized improvements with the greatest impact
- A 12-24 month enhancement plan with realistic effort and cost estimates
- Immediate improvements that deliver real value
The result: A clear path to transform Salesforce into a platform your team relies on—one that improves data quality by 30-50%, streamlines workflows to save 5-10 hours per week, and delivers insights that inform confident decisions.
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Real Stories of How We Help Empower Nonprofits & Foundations
Our clients’ success stories reflect our commitment to providing tailored solutions that advance their most important work.
“Sertus was extremely knowledgeable in helping build and customize our database to fit our organization. Our Sertus team was thorough in addressing our needs, while creative in finding solutions specific to us. Sertus was also patient with our very busy non-profit organization. We felt building our system might be a grueling process however it was an absolute pleasure working with Sertus!”
Caroline Castro
Communications Manager, Directions For Our Youth Inc.
“Nandini and her team at Sertus were wonderful to work with! They had great expertise on what we needed from their past experience with implementations, but also did a really thorough process to understand our unique needs and build what we needed. They were great about learning with us on some of the unique ways we seek to track long term data and they have been an incredibly supportive partner as we grow.”
Renata Soto
Founder & President, Mosaic Changemakers
“The Sertus Partners team brought such ease to the database development process. They were deeply flexible but kept us on time and task with our project. We’re excited to have them in our corner for all of our database development needs.”
Joy I. Gary
Executive Director of Boston Farms
Frequently Asked Questions About Data Strategy & Assessment
Do I need to use Salesforce to start an assessment?
Not at all. Our Data Stack Assessment evaluates your entire technology ecosystem to find the best solutions for your specific needs, regardless of what platforms you currently use.
What if our data is a complete mess?
That’s exactly why assessments and audits exist. We specialize in untangling complex data situations and creating clear, actionable plans to organize even the most chaotic systems.
How long does an assessment or audit take?
Most assessments take 4-6 weeks from kickoff to final deliverable. We’ll provide a detailed timeline during our initial consultation based on your organization’s size and complexity.
What’s the difference between a Data Stack Assessment and a Salesforce Audit?
A Data Stack Assessment examines your entire technology ecosystem across all platforms. A Salesforce Audit focuses specifically on optimizing your existing Salesforce environment. We’ll help you determine which is right for you. about our refund policy
What happens after we receive our assessment or audit?
You’ll have a clear roadmap with prioritized recommendations. You can choose to implement changes with our team, use your internal resources, or work with another partner—the roadmap is yours to use however works best. about how to determine how many pages you need
How much does an assessment or audit cost?
Investment varies based on your organization’s size and complexity. During our free 30-minute consultation, we’ll discuss your needs and provide transparent pricing options.
Ready to Transform Your Data Into Impact?
Let’s map out what’s possible for your organization.
In a free 30-minute consultation, we’ll discuss your goals and identify how strategic technology can help you measure impact more effectively, operate more efficiently, and make data-driven decisions with confidence.
Clarify your specific data challenges
Map potential solutions to your goals
Define a clear, actionable path forward