Most projects or client support relationships involve some or all of the following phases.

• Assessment of data management needs
• Streamlining processes and procedures
• Development and/or implementation of easily accessible, easy-to-use, cost-effective systems
  • Applying tools and integrating most appropriate components
  • Microsoft Access development and integration with Office Suite
  • SQL and other database design, web portal applications
  • Interfacing of local network and on-line components
  • Data visualization and mapping
• Trends and Tracking
  • Tracking status of clients, staff, donors, volunteers, alumni, boards, etc (For training, workshops, event participation, contributions)
  • Assessments, performance indicators, outcome measures and trends 
  • Accreditation review processes
  • Sustainability indicators and trends
• Automated analysis and report generation

These data management processes are provided in the following sectors: healthcare, education, nonprofit and business. In addition, facilitation services provide a broader context for decision-making and development of measurable strategic objectives.