Correct optimization of your CRM starts with organizing your data codes. Our Codes Frequency Report (CFR) identifies and counts every code used within your existing CRM, revealing which codes can be deleted, consolidated, or cleansed. One of our experts can analyze the report and guide you through your next steps.
Your mission,<br>driven by data.<br><br>As a nonprofit-only consulting firm, we help organizations like yours leverage data and technology so you can do more, perform better, and dream bigger.
Turn Information Into Action
Optimize your platform to increase operational efficiency, simplify fundraising operations, and improve your relationships with donors and prospects, members, patrons, and alumni.
Codes Frequency Analysis
Data Cleansing
Know ahead of time exactly what it will cost to cleanse your data and make sure your most critical cleansing is completed first. We produce a detailed list of the cleansing issues identified by our Codes Frequency Report during discovery (coding issues, and report and output needs), then create a detailed plan to resolve even your most complex issues.
Process Redesign
Is your staff frustrated by ineffective or inefficient business processes? We’ll evaluate how your CRM fits into your existing workflow and develop an achievable CRM optimization roadmap to get your people and technology working in harmony.
Reports & Customizations
Concise, orderly CRM reports inspire strategic planning and energize campaigns for your organization. We’ll help you hone in on the right metrics, ensuring your CRM can always meet your specific demands. If necessary, our experts will help you design a customized solution with capabilities beyond what your vendor can provide.
Training
Make sure every member of your team is confident accessing the full capabilities of your CRM. We offer live or recorded training sessions and can help you design an efficient, cost-effective training program for ongoing instruction.
Documentation
Our team of experts can help capture your organization’s workflows and roll out effective user documentation. We work with you to develop a format that ensures your business processes and standards are documented for long-term usability.
Tidy Up Your Data Now—Without Breaking Your Budget
We know nonprofit data can get messy—and cleaning it up often falls to the bottom of an endless to-do list. That’s why we created our lean, low-cost Essential Data Cleanup Packages: practical, budget-friendly solutions built specifically for nonprofits.
Success Story:
How Nuçi’s Space Optimized Their Salesforce Ecosystem for Greater Impact
Nuçi’s Space began its Salesforce journey with an underlying goal: a unified system that could track donors, clients, musicians, and camp attendees—all in one place.
In this success story, we share how Nuçi’s Space transformed their Salesforce ecosystem—and gained the clarity needed to better serve their community.
JCA’s CFR tool was incredibly eye-opening. It helped us see exactly where our data was strong and where we were missing opportunities. For example, we learned we weren’t fully utilizing Campaigns in Salesforce to help us track how constituents were interacting with our various initiatives.
Alex Dillon, Senior Programs Manager
Nuçi’s Space
I continue to be impressed by the professionalism of the JCA team. Combining six databases into one and getting all users on the same page for data standardization is not a small task. JCA has helped create written data policies and best practice documentation for the six teams. JCA’s guidance has positioned us to be more successful with our database management and reporting.
Sherrie Douglas, Foundation Operations Manager
JCA was able to untangle how and why we use systems and offer a vision of a more streamlined future. The Needs Assessment not only served its practical purpose of documenting the technical requirements we have for a donor database, but it also validated a lot of the work that various team members were doing and gave them some relief that there were ways to lighten their loads.
Brittany Pyle, Director of Operations
Knowing we had the outstanding support of the JCA team to guide us through our project gave us the added confidence we needed to navigate the challenges we faced during our migration. This is the DIA’s third engagement with JCA since 2017. It is a valued and trusted partnership that we know will continue in the future.
Kristy Musick, Director of Development Operations
Detroit Institute of Arts
JCA consultants are terrific to work with. They are very responsive to our deadlines, technical knowledge, and capacity of each employee. JCA has become an essential part of our team.
Benjamin Krevolin, Chief Advancement Officer
Bard Graduate Center
JCA has been a key collaborator in our journey to developing a more sustainable business model. We’ve taken advantage of JCA’s full suite of services, including audience research, pricing, interim staffing, and CRM optimization. Each interaction with their team of experts has provided us with invaluable insights and support during a pivotal time for our organization and the performing arts sector. When we’re faced with a major opportunity or challenge, we call on JCA first!
Javier Dubon, Interim Executive Director
Oregon Shakespeare Festival
Working with JCA was educational and enjoyable, they were able to take years of unstructured data and turn it into a functioning database. The instructional documentation they created for us was clear and precise and has proven to be extremely helpful.
Kristin Smyth, Associate Director, Database
South Texas College of Law Houston
We were very pleased working with JCA to review the possibilities of database projects, and so appreciated their guidance on how to prioritize work and shared best practices. We will continue to work with JCA for future projects, as everyone has been professional and very helpful in saving us time and staying focused on the end result.
Shannon Stone, Director of Philanthropic Operations
Children's Mercy Kansas City
One of the first things I did when I started in this role was to call JCA. I knew that we needed to overhaul our data management systems, and we wouldn’t have been able to do it without JCA’s support and expertise. Now we are ready to take our fundraising and donor management to the next level.
Darcy Douglas, JD, Vice President of Advancement and Alumni
South Texas College of Law Houston
Most of us in the nonprofit world have full plates. And often those plates become overflowing when tasked with huge undertakings. Sometimes we need outside help, and for a recent project, we turned to JCA. JCA's attention to detail, ability to listen, and to create lasting documentation keeps them at the top of their field. Without it, our project would have quickly overwhelmed our team and wouldn't have been as successful as it was.
Theresa Galaboff, Ticketing Database Administrator
The Field Museum
It’s time to make the technical more personal.
Turn your technology investment into a powerful advantage. Our nonprofit consulting experts are here to show you how.