Fortafy was conceived out of our experiences working with nonprofits who have adopted a database technology but have not maintained the health and integrity of one of their most sacred assets – their constituent data. Many nonprofits struggle to find someone with the depth and breadth of expertise, leaving this critical work up to the “accidental administrator” or the most technically competent board member or friend of the family.
And in some cases the technology is fairly simple and straight-forward, and this can work. However, a number of nonprofits are adopting Salesforce because they are enticed by the 10 free licenses offered by the Salesforce Foundation.
But Salesforce is anything but free and neither is it an “out-of-the-box” application and it requires more than just rudimentary knowledge to leverage it correctly.
There are hidden costs to owning and maintaining a healthy database which is why we’ve established a core philosophy which guides our practice:
Salesforce is just a tool. First and foremost the goal of any Salesforce implementation is to solve an organization’s business problems. The people and the processes come before the tools, and our job is to understand the former and provide a solution leveraging what we know about the latter.
User experience is paramount. Salesforce should work for the users and it should accommodate the process – not the other way around. Our goal is to not only make Salesforce technically functional, but also ensure that it is user friendly for the primary audience of users.
Keep it simple. Salesforce is a very powerful, enterprise-class platform and it’s not always easy to understand if you don’t have a technical background. We believe in keeping the “technical debt” low and leveraging built-in functionality of Salesforce as much as possible. Our goal is to make the ongoing administration of the system easy to understand now and in the future.
Don’t eat the elephant whole. We leverage an Agile process for managing our work. We help identify the “big boulders” you are trying to solve and help break these boulders down into smaller rocks that can be implemented — in priority — over time. We help build and maintain the backlog; help prioritize the tasks; and work with you over time as these priorities change.
Your Virtual Team Members
Fortafy is a collaborative of independent contractors and consultants working together to help make the day-to-day administration of Salesforce easy and cost-effective for nonprofits. Our administrators are from all parts of the country and with varied backgrounds. All of them are Salesforce professionals with nonprofit experience. And while some of them have full-time jobs and some are independent consultants, they all have one thing in common: they are all mission-driven.
Founder and CEO
Favorite food or beverage? COFFEE!
Favorite pet? Boozer – 16 year old Tonkinese cat
#1 hobby? Altering MTG (Magic the Gathering) cards
Fort Worth, TX
#1 hobby? Studying/practicing to master solving the Rubik’s cube
#1 charity or nonprofit? Anything Education
#1 hobby? Traveling
Aspires to visit every US National Park
Lover of learning and logic
We use Agile methodology to frame our work together. Once we have finalized the solution, we will identify all the high-level goals and tasks, prioritize them and begin work on implementation. We will work in two week sprints in a phased approach until we have reached our first high-level goals.
At the end of each sprint, we will convene as a team, review the work that was accomplished, reflect on any misses, and review the priorities to ensure that they are all still representative of the organization’s needs. This will also be the time to review our hours to date to ensure that we are tracking to our estimate/budget. We will then set a new intention and backlog for the next sprint and begin to implement. This will continue until all priorities have been completed to your satisfaction.