Technical audits for nonprofits
Our technical audit services provide a comprehensive review of your Salesforce system, ensuring it’s optimized for your nonprofit’s unique needs. We identify areas for improvement, eliminate inefficiencies, and offer actionable recommendations to ensure your system runs smoothly and supports your mission.
Signs you need a technical audit
Inconsistent or inaccurate data can lead to reporting issues and poor decision-making, signaling a need for a deeper review of your data processes.
Difficulty scaling means your Salesforce system may not be equipped to grow with your nonprofit, highlighting the need for an audit to ensure future success.
Manual workarounds suggest that your Salesforce setup isn’t fully optimized for your team’s needs, leading to inefficiencies.
Security concerns arise when outdated settings or compliance gaps make your organization vulnerable, requiring immediate attention.
Sluggish system performance indicates your Salesforce may be overloaded with outdated configurations or technical debt that needs addressing.
Overview of technical audits
System Review & Evaluation
We conduct an in-depth evaluation of your current Salesforce setup, reviewing configurations, customizations, and data integrity to identify inefficiencies and areas for improvement.
Performance Optimization
We analyze your system’s performance and recommend optimizations to improve speed, reduce errors, and enhance user experience, ensuring your Salesforce is running at its best.
Technical Debt Analysis
Our team identifies outdated processes, unnecessary customizations, and bottlenecks that may be creating technical debt, and we recommend strategies to streamline and modernize your system.
Security & Compliance Review
We review your Salesforce system’s security settings and compliance with relevant regulations, ensuring your data is protected and aligned with industry standards.
Data Quality Assessment
We assess the quality and accuracy of your data, ensuring that your records are clean, up-to-date, and reliable for reporting and decision-making.