Technology Implementation Services
Transforming Social Sector operations with technology and expertise
Having worked with NGOs, funders, multilaterals, and social enterprises globally for the past 15+ years, we understand the operational challenges organizations face and how technology can help drive greater efficiency and accountability.
We partner with social sector organizations to bring their strategies to life, providing technology implementation services that drive measurable social impact.
We provide Technology Implementation and Consulting Services across various platforms, including Salesforce, Amp Impact, Airtable, and AWS, and extend systems with Business Intelligence tools (like PowerBI and Tableau), and AI. We offer Salesforce and Amp Impact QuickStart implementations, provide Data Migration Services, and ensure long-term success with Managed Services.
What are our Implementation Services?
Our extensive experience—spanning 15+ years and over 1,650 projects—has equipped us with a deep understanding of the social sector’s unique challenges. We have cultivated robust partnerships with over 430 organizations, tailoring our services to their evolving needs through collaborative, future-oriented strategies. We integrate seamlessly with our clients’ teams, fostering a unified approach to achieving their goals.
Salesforce Consulting
We tailor our Salesforce Consulting services to fit your organization’s specific needs. We’ll create an implementation plan that unifies your data, improves processes, and delivers valuable insights into your impact.
Our Salesforce Consulting includes:
- Amp Impact: Manage portfolios and programs, measure impact
- Nonprofit Cloud for Programs: Manage participants, cases, attendance, and service delivery
- Nonprofit Cloud for Grantmaking: Optimize funding programs from applications to awards
- Nonprofit Cloud for Fundraising: Drive donor engagement, improve fundraising strategies, and gain campaign insights
- Nonprofit Success Pack: Manage fundraising and stakeholders leveraging this open-source solution
- Experience Cloud: Create online portals to engage with donors, partners, volunteers, or employees
Salesforce Consulting
We tailor our Salesforce Consulting services to fit your organization’s specific needs. We’ll create an implementation plan that unifies your data, improves processes, and delivers valuable insights into your impact.
Our Salesforce Consulting includes:
- Amp Impact: Manage portfolios and programs, measure impact
- Nonprofit Cloud for Programs: Manage participants, cases, attendance, and service delivery
- Nonprofit Cloud for Grantmaking: Optimize funding programs from applications to awards
- Nonprofit Cloud for Fundraising: Drive donor engagement, improve fundraising strategies, and gain campaign insights
- Nonprofit Success Pack: Manage fundraising and stakeholders leveraging this open-source solution
- Experience Cloud: Create online portals to engage with donors, partners, volunteers, or employees
Managed Services
Our Managed Services are designed to augment your IT team. We provide Support Services, Systems Administration Services, and Advanced Support Services to help get the best out of your solution.
Our Managed Services include:
- Support Services: Support your organization with a knowledgeable, responsive day-to-day support team, build reports and dashboards, and make ongoing enhancements
- System Administration: Extend your team with dedicated admin capacity to provide ongoing maintenance, enhancements, and documentation so you can focus on more important things
- Advanced Support: Support your complex projects with custom development that requires more technical expertise
Managed Services
Our Managed Services are designed to augment your IT team. We provide Support Services, Systems Administration Services, and Advanced Support Services to help get the best out of your solution.
Our Managed Services include:
- Support Services: Support your organization with a knowledgeable, responsive day-to-day support team, build reports and dashboards, and make ongoing enhancements
- System Administration: Extend your team with dedicated admin capacity to provide ongoing maintenance, enhancements, and documentation so you can focus on more important things
- Advanced Support: Support your complex projects with custom development that requires more technical expertise
Salesforce and Amp Impact QuickStart Implementations
Our team can help launch your portfolio management, impact measurement, program delivery, fundraising, or grantmaking solution in as little as six weeks with our Salesforce QuickStarts. No experience with Salesforce is required.
Our Salesforce QuickStarts include:
- Portfolio Management and Impact Measurement QuickStart: Centralize program data, enable logical frameworks and indicator tracking, visualize progress, and aid in budget monitoring. Built on Amp Impact
- Program Delivery QuickStart: Facilitate the planning, management, and tracking of programs and services, including participant enrollment and case management Built on Salesforce Nonprofit Cloud for Programs
- Fundraising QuickStart: Manage donor relationships, streamline fundraising efforts, and efficiently handle gift processing and tracking. Built on Salesforce Nonprofit Cloud for Fundraising
- Amp Impact Grant Management QuickStart: Support the full grantmaking lifecycle from calls to grant applications, reviews, and grant reporting. Built on Amp Impact and Salesforce Experience Cloud
Salesforce and Amp Impact QuickStart Implementations
Our team can help launch your portfolio management, impact measurement, program delivery, fundraising, or grantmaking solution in as little as six weeks with our Salesforce QuickStarts. No experience with Salesforce is required.
Our Salesforce QuickStarts include:
- Portfolio Management and Impact Measurement QuickStart: Centralize program data, enable logical frameworks and indicator tracking, visualize progress, and aid in budget monitoring. Built on Amp Impact
- Program Delivery QuickStart: Facilitate the planning, management, and tracking of programs and services, including participant enrollment and case management Built on Salesforce Nonprofit Cloud for Programs
- Fundraising QuickStart: Manage donor relationships, streamline fundraising efforts, and efficiently handle gift processing and tracking. Built on Salesforce Nonprofit Cloud for Fundraising
- Amp Impact Grant Management QuickStart: Support the full grantmaking lifecycle from calls to grant applications, reviews, and grant reporting. Built on Amp Impact and Salesforce Experience Cloud
Salesforce Agentforce Consulting
Our team can extend existing Salesforce systems with Agentforce to save time and simplify tasks. We collaborate with organizations looking to explore Agentforce by identifying use cases and building a proof of concept (PoC) to test it in action.
Some example Agentforce use cases include:
- Agentforce for Fundraising: Provide donor engagement summaries and profile overviews, summarize donor interactions, craft emails, and predict major donors
- Agentforce for Program Delivery: Provide project summaries, analyze portfolios, and align with donor/funder priorities
- Agentforce for Impact Measurement: Generate report summaries, automate impact story campaigns, translate impact reports, recognize reporting & evaluation patterns, and perform predictive analysis
- Agentforce for Grant Management: Translate grant applications, evaluate grant applications against predefined criteria, suggest funding decisions based on evaluation criteria, and synthesize reviewer comments
Salesforce Agentforce Consulting
Our team can extend existing Salesforce systems with Agentforce to save time and simplify tasks. We collaborate with organizations looking to explore Agentforce by identifying use cases and building a proof of concept (PoC) to test it in action.
Some example Agentforce use cases include:
- Agentforce for Fundraising: Provide donor engagement summaries and profile overviews, summarize donor interactions, craft emails, and predict major donors
- Agentforce for Program Delivery: Provide project summaries, analyze portfolios, and align with donor/funder priorities
- Agentforce for Impact Measurement: Generate report summaries, automate impact story campaigns, translate impact reports, recognize reporting & evaluation patterns, and perform predictive analysis
- Agentforce for Grant Management: Translate grant applications, evaluate grant applications against predefined criteria, suggest funding decisions based on evaluation criteria, and synthesize reviewer comments
Business Intelligence and Data Management
Our team leverages Power BI, Tableau, and Salesforce CRM Analytics to turn good data into great visualizations, helping organizations tell compelling data-driven stories to improve stakeholder communication and promote transparency and accountability.
Our Business Intelligence and Data Management Services include:
- Tableau: Explore data deeply and build interactive visualizations tailored to your needs
- Power BI: Create and share clear, data-driven reports without needing complex tools
- CRM Analytics: Use CRM data to uncover patterns and guide your decisions
- Data Lakes: Work with raw and varied data for custom analysis and machine learning projects. Built on AWS or Azure
- Data Warehouses: Quickly query organized data to generate reliable reports and insights. Built on AWS or Azure
Business Intelligence and Data Management
Our team leverages Power BI, Tableau, and Salesforce CRM Analytics to turn good data into great visualizations, helping organizations tell compelling data-driven stories to improve stakeholder communication and promote transparency and accountability.
Our Business Intelligence and Data Management Services include:
- Tableau: Explore data deeply and build interactive visualizations tailored to your needs
- Power BI: Create and share clear, data-driven reports without needing complex tools
- CRM Analytics: Use CRM data to uncover patterns and guide your decisions
- Data Lakes: Work with raw and varied data for custom analysis and machine learning projects. Built on AWS or Azure
- Data Warehouses: Quickly query organized data to generate reliable reports and insights. Built on AWS or Azure
Data Migration
Our team facilitates a seamless transition to your new system by transferring data from your legacy system(s), ensuring that no information is lost during the migration process.
Our Data Migration Services are delivered through:
- Planning: Determine migration strategies
- Analysis: Identify data locations and formats, and create mapping for transformations
- Build: Construct scripts and templates to extract, transfer, and load data
- Test: Validate results and data in a Sandbox environment
- Execute and Validate: Load data into the live system and validate results
Data Migration
Our team facilitates a seamless transition to your new system by transferring data from your legacy system(s), ensuring that no information is lost during the migration process.
Our Data Migration Services are delivered through:
- Planning: Determine migration strategies
- Analysis: Identify data locations and formats, and create mapping for transformations
- Build: Construct scripts and templates to extract, transfer, and load data
- Test: Validate results and data in a Sandbox environment
- Execute and Validate: Load data into the live system and validate results
Data Collection Tools
Our data collection implementations support organizations in designing, building, and deploying tools to help collect programmatic data. From simple forms to complex surveys, our team can help prepare your organization to collect robust, accurate data in the field.
Our Data Collection Tools provide the ability to:
- Collect mobile data offline with two-way data syncing via Dimagi CommCare, Resco, or Taroworks
- Gather feedback, conduct surveys, manage event registrations, and more, leveraging webform tools such as FormStack, FormAssembly, or Titan
- Support program monitoring and evaluation using simple open-source offline mobile data collection tools like Open Data Kit, Kobo Toolbox, and others.
Data Collection Tools
Our data collection implementations support organizations in designing, building, and deploying tools to help collect programmatic data. From simple forms to complex surveys, our team can help prepare your organization to collect robust, accurate data in the field.
Our Data Collection Tools provide the ability to:
- Collect mobile data offline with two-way data syncing via Dimagi CommCare, Resco, or Taroworks
- Gather feedback, conduct surveys, manage event registrations, and more, leveraging webform tools such as FormStack, FormAssembly, or Titan
- Support program monitoring and evaluation using simple open-source offline mobile data collection tools like Open Data Kit, Kobo Toolbox, and others.
Airtable Consulting
For organizations looking to move from documents to a cloud-based data system, Airtable offers a lightweight, flexible, and friendly solution that can be implemented quickly.
Our Airtable Solutions help organizations:
- Collect data via web forms
- Manage stakeholders via insights from CRM
- Manage incoming funds from fundraising activities
- Manage datasets leveraging a custom relational database for small and medium organizations
Airtable Consulting
For organizations looking to move from documents to a cloud-based data system, Airtable offers a lightweight, flexible, and friendly solution that can be implemented quickly.
Our Airtable Solutions help organizations:
- Collect data via web forms
- Manage stakeholders via insights from CRM
- Manage incoming funds from fundraising activities
- Manage datasets leveraging a custom relational database for small and medium organizations
Skill
A global team of highly skilled Salesforce consultants with 460+ active certifications and counting.
Experience
Experience successfully delivering over 1,650+ projects in the social sector.
Customers
Over 430+ customers globally in North America, South America, Europe, Africa, and Asia.
Global team
Consultants across five continents, covering more than 23 languages.
About Vera
At Vera Solutions, we believe in the power of data to transform the social sector. Since 2010, we’ve been on a mission to amplify the impact of the social sector by delivering cutting-edge technology solutions. From strategic planning and program management to fundraising, grant management, impact measurement, and project management, our solutions enable organizations to make data-driven decisions, streamline operations, and maximize their impact to create sustainable change.
As a certified B Corporation® and global social enterprise, we are committed to sustainability, transparency, and accountability in everything we do. Our team spans five continents, speaks 23 languages, and brings a unique blend of technical expertise and social sector experience to every project we deliver and every solution we design.
What makes us unique is not only our flagship product, Amp Impact, but also the passion and commitment of our team. Driven first and foremost to save organizations time and headaches, we work closely with our clients to provide tailored solutions that help them reach their goals, whether improving grantmaking processes, managing programs and projects more effectively, or improving how they measure their impact.
At Vera Solutions, we provide data-driven solutions through collaborative engagements with organizations committed to progress. We transform complex challenges into opportunities, enabling data to be a catalyst for impactful social change.
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FAQs
What are the benefits of Vera’s Implementation Services?
Leveraging fifteen years of dedicated experience within the social sector, we’ve driven tangible impact through over 1,650 successful projects, collaborating with more than 430 NGOs, funders, and social enterprises. Our implementation and consulting services are built on a foundation of deep listening and a commitment to tailoring solutions that address the evolving needs of each unique organization
What do you get with Vera’s Implementation Services?
Our expert team brings over 15 years of specialized experience with social sector organizations across five continents. Speaking over 23 languages, we offer a unique ability to connect, understand diverse contexts, and deliver effective solutions for global impact.
How much does it cost?
People are at the heart of our approach. We prioritize understanding your unique needs before crafting tailored projects, services, and solutions to match your requirements. Our pricing reflects this client-centricity, adapting based on the specific factors of your individual needs. Get in touch to learn more.
