Client Impact / Transformation Highlights

A few examples of how we’ve helped nonprofits and small businesses improve operations, deliver projects, and make smarter technology decisions.

Highlights of efforts that involved the Nexus process: Clarity, Discipline & Leadership

Modernized Grants & Contracts Operations

SITUATION:

The organization was using multiple outdated and disconnected systems for managing grants and contracts, which led to inefficiencies, data silos, and partners frustration.

RESULT:

Transformed operational controls through new system implementations where capabilities did not previously exist, including contract management and grants management—strengthening controls and increasing operational transparency (e.g., improved compliance/audit readiness by ~60% and cut processing time by days).

  • Led discovery + stakeholder alignment

  • Designed and implemented the solution and reporting

  • Strengthened controls and workflows

Built a $66M Program Platform at Scale

SITUATION:

New major programmatic opportunity to partner with city government valued at $66 million dollars, required organization to develop systems to implement, manage and report on program activities, metrics and spending.

RESULT:

Orchestrated design and delivery of a net-new shared system, processing ~8,000-10,000 submissions per month from multiple agencies and routing cases to multiple downstream partners, improving processing capability while reducing service disruption and reputational risk.

  • Led discovery + stakeholder alignment

  • Designed and led implementation of the solution

  • Built reporting/governance for adoption

Automated Invoice Processing and Status Visibility

SITUATION:

Existing invoice processing workflow and systems were causing delays in payments to partners, staff inability to see status of invoice in process or if invoice was paid. There was no capability to understand from a financial point of view, what and where things were. This also resulted in reputational issues for the organization.

RESULT:

Architected workflow automation + AI-assisted processing to reduce manual effort and errors (e.g., saved 20–25 hours/month and reduced exceptions by ~80%), improving customer experience and lowering reputational risk.

  • Led discovery + stakeholder alignment

  • Designed and implemented the solution

  • Built reporting/governance for adoption

Implemented Org-Wide Goals & Weekly Reporting

SITUATION:

The organization lacked a centralized system to track progress toward goals and submit weekly status reports, leading to inconsistent reporting and poor visibility into departmental performance.

RESULT:

Implemented an organization-wide goals management and reporting system, providing managers with tools to easily track and update progress toward goals on a weekly basis. This reduced and streamlined reporting, improved visibility into goal progress, and fostered greater accountability and data-driven decision-making. This workflow and system saved departmental leaders an estimated 30-40% in time required to prepare for 1-on-1 meetings and allowed for more focused discussions.

  • Led discovery + stakeholder alignment

  • Designed and implemented the solution

  • Enabled leadership visibility dashboards

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Whether you need end-to-end transformation or targeted support, we’ll help you choose the right next step—and deliver it with clarity and confidence.

We bring 20+ years of nonprofit and SMB transformation experience to the table.

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