Phase 2: Elevation

Integration, Automation, and Optimization

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Once core data structures and workflows are in place, we’ll configure and integrate your supporting platforms to operate as a fully-connected system.

We further refine your current workflows, restore data integrity, and build automations that reinforce data consistency, reduce manual effort, and support reliable reporting across tools.

What We’ll Do

Services in this phase often include:

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Communications Integration
Journey Automations
Financial Systems Integration
Data Imports
Event Data Syncronization
External Forms
Extended Automations
Data Remediation

Client Project

Elevation in Action: Fight Colorectal Cancer

Fight Colorectal Cancer came to us after their Bloomerang-to-QuickBooks integration failed, causing inconsistent data and reporting challenges. We identified the underlying issues, realigned their processes, and built a technical setup to ensure donations, events, and registrations flowed seamlessly into both systems. The result: a clean, structured data system with accurate reporting and a gift coding framework that supports both fundraising and financial tracking.

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