We work with non-profits, charitable organizations and grant funders to understand their workloads and pain points with respect to gathering and maintaining updated information. We help eliminate retyping and data entry while logging every appointment and message between you and your client. We make it safe for clients to provide confidential details from their cell phones, which are preserved if their device is lost or stolen.
Our technology enables you to create apps that are downloaded to client smartphones easily over wi-fi. You can quickly modify and create apps to update schedules, route messages to different departments and exchange client info with minimal, English-like code, and export information to spreadsheets.
Developing a mobile communications strategy isn't just an app. It must fit your organizational processes and procedures.
Business Analysis & Design
How do client communications look today, and how will it transform to improve client and staff experiences?
How will the app look, behave and fit into day-to-day procedures, from beginning to end?
Who are the focus groups you can count on to test, and what key suggestions will improve things?
Rollout & On-boarding
How will we train and load everyone in to make sure it's being adopted and brings the benefits needed?
Art is a technology leader and Chief Information Officer with twenty years in IT strategy and operations. He delivered mobile and enterprise solutions and products at nonprofits, financial services and healthcare startups. He serves on boards and volunteer committees such as CoWeBest Covid-19 resources for seniors and Ascend. Art ran the Education Foundation at CalCPA where he provided education and events to 100,000 accounting and finance professionals annually. He's been awarded for compliant continuing education requirements and leading customer experience.
Sandy creates value-based relationships in the areas of cybersecurity, quality and financial services. She works closely with clients to understand critical requirements, providing flexible solutions and options with truly measurable impact. She volunteers with organizations such as Anita Borg, Watermark and Technovation that encourage girls and women in the fields of computer science and technology. Sandy is a recovering database administrator and is into continuous learning and mindfulness.
Mike develops web and mobile apps, architecting, coding and project managing many initiatives for consulting, corporations and higher education. Document management, digital rights and training are among his numerous areas of expertise. He has worked with diverse and remote teams around the globe in a wide variety of programming languages, agile frameworks, IDE's and API's. He is a graduate of MIT and enjoys hiking, card games and building analytics for leisure.
CONTACT
Please fill in the form and we'll schedule a Zoom appointment until Shelter-In-Place is lifted, or can do a physically distant meeting.
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R. C. - CPA and TaxAid preparer
M. A. - Nonprofit aid provider
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