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Data Infrastructure
Strategy

A right-sized architecture plan that connects your systems into one scalable foundation

Infrastructure for Impact

The value of any system is the ability to access, analyze, and interrogate the data it holds. You may have added systems one at a time—a tool for this program, a database for that grant, an integration built to meet a deadline. How they're supposed to work together often isn't mapped out. Data Strategy & Governance provides you with a documented plan: an ecosystem map, a set of standards, and clear ownership for your team to operate from.

Who is this for

Explore success stories
  • Organizations that completed a data assessment or internal audit and are ready to turn findings into a plan
  • Organizations investing in a new data warehouse, BI tool, or AI capability who need a strategy in place before implementation starts
  • Organizations facing funder or board requirements to formalize data governance and ownership
  • Organizations managing data across multiple systems — CRM, mobile collection, spreadsheets — without a shared source of truth
  • Organizations ready to establish a data, AI, or innovation Center of Excellence

What's included?

AI advisory consultations advance your AI infrastructure, delivering the strategic governance, ethical frameworks, and technical roadmaps needed for a safe, scalable journey.

Data ecosystem map

A visual diagram of your current data sources, flows, and gaps

Ecosystem Mapping

Map the full data ecosystem to identify gaps, redundancies, and integration opportunities within your current technical landscape.

Strategic Roadmap

Develop a Data Governance Maturity Action Plan that accounts for the organization's unique IT landscape and enterprise architecture.

Governance Frameworks

Produce essential governance artifacts, including data classification schemas, handling policies, and Master Data Management (MDM) recommendations.

Technical Enablement

Deliver technical training on data management, pipeline administration, and visualization tools to build durable internal capability.

Center of Excellence (CoE)

Where appropriate, support the formation and facilitation of a Center of Excellence spanning Innovation, AI, and Data functions.

Our Approach

We assess data maturity, map your ecosystem, and build a strategic roadmap with governance policies and a CoE to ensure sustainable, mission-driven data success for them.

Assessment & Discovery (2–4 weeks)

  • (AD-1) Pre-Assessment Data Governance Maturity: High-level organizational maturity assessment across quality, governance, and strategy dimensions
  • (AD-2) Data Quality Assessment: Evaluation of data variety, volume, and completeness across systems (1–2 weeks)
  • (AD-3) Data Readiness Gap Analysis: Structured gap analysis report with prioritized recommendations (1–2 weeks, 1–2 workshops + 2–4 days asset creation)
  • (AD-4) Data Use Case Development: Facilitated workshops to define problem statements and identify 2–3 high-value use cases (3 days)

Why Vera?

For over 15 years, Vera Solutions has led in building fundraising, program, and grant management tools on Salesforce to help nonprofits measure their global impact.

$12.5bn+ in programs

advancing the SDGs. We leverage 15+ years of Salesforce expertise to drive global nonprofit results.

A Top-Tier partner

that has delivered 1,650+ social sector projects.

A two-time Salesforce Product Partner of the Year

and received a Partner Innovation Award (2021).

A two-time Salesforce Product Partner of the Year

with 460+ Salesforce certifications, Vera provides multilingual, global support to help 450+ customers across 150 countries maximize their impact data.

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Claude for
Nonprofits

Frontier AI tools, deployed responsibly in your organization

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Salesforce Implementation

From fundraising to grants management and impact measurement — from initial build to full-scale transformation.

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Technology Strategy

A technology roadmap that connects your systems to your mission.

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AI
Strategy

A responsible roadmap for using AI to accelerate your mission, grounded in your context, your values, and your data.

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Data Infrastructure Advisory

A responsible roadmap for using AI to accelerate your mission, grounded in your context, your values, and your data.

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Data Strategy & Governance

A framework for how data flows through your organization, with clear ownership, quality standards, and protection

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Data
Collection

Mobile and digital data collection systems that capture accurate, usable field data, from design to deployment

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FAQs

Quick answers to common questions to help your team master new data strategies 

What do we need to have in place before starting an engagement?

We've grown alongside the social sector. Over the past fifteen years, we've partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization's unique challenges, and adapting our services as their needs evolve.

We've grown alongside the social sector. Over the past fifteen years, we've partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization's unique challenges, and adapting our services as their needs evolve.

We've grown alongside the social sector. Over the past fifteen years, we've partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization's unique challenges, and adapting our services as their needs evolve.

Our Vera Data Practice serves  

Let's connect

Request a data strategy consultation