Services
Practical Help With the
Platforms You Already Own
Every engagement is scoped around your specific situation. Most projects are structured as fixed-fee with defined deliverables so you know exactly what you're getting before work begins.
01
Platform Optimization
Your Platform Is Underperforming. Let's Fix That.
Most organizations go live on Dynamics 365 or a Dynamics-based AMS and use a fraction of what they paid for. Forms are misconfigured, workflows are missing, security roles are a mess, and reporting never got set up properly. The platform isn't the problem. The configuration is.
A structured optimization engagement audits what you have, identifies the gaps, and executes a prioritized improvement plan with clear deliverables. You get a better-functioning system and a written roadmap for what comes next.
Discuss Your PlatformWhat's Included
- Full platform audit covering forms, views, workflows, and security roles
- Member portal or CRM interface review and improvement
- Prioritized gap analysis with effort and impact ratings
- Hands-on configuration and fixes during the engagement
- Written 90-day roadmap with phased recommendations
- Executive readout and staff walkthrough of changes made
Best Fit
Organizations that went live on Dynamics 365 or a Dynamics-based platform 12 to 36 months ago and feel their investment isn't paying off. Typically a 6 to 10 week fixed-fee engagement.
What's Included
- Data model review and source mapping
- Custom Power BI dashboards built to your decision-making needs
- Membership growth, dues revenue, event ROI, and KPI reporting
- Board-level and executive summary views
- Published report deployment with access configuration
- Two-hour handoff training session with your team
Best Fit
Finance, membership, or operations leaders making decisions from spreadsheet exports rather than live dashboards. Common trigger: an upcoming board meeting or budget cycle.
02
Analytics and Reporting
Stop Exporting Spreadsheets. Start Seeing Live Data.
If your team is pulling manual reports from your CRM or AMS to answer basic questions about membership, revenue, or event performance, the problem isn't the data. It's that no one has built the right views yet.
Custom Power BI dashboards built on your existing Dynamics 365 data give your leadership team the visibility they need without a weekly reporting run. Built around how your organization actually makes decisions, not generic templates.
Talk About Your Reporting Needs03
Workflow Automation
The Manual Work Your Team Does Every Week Can Be Automated.
Renewal reminders sent one at a time. Event confirmations copied and pasted. New member onboarding done by hand. These are not edge cases in most organizations running Dynamics 365 or an AMS platform. They're the daily reality for a small staff with no one to build the flows that should be handling it.
Power Automate workflow design identifies the highest-volume manual tasks, designs the right automation for each, and deploys it with proper documentation and a walkthrough for your team.
Talk About AutomationWhat's Included
- Manual task discovery and prioritization session
- Power Automate flow design and deployment
- Renewal reminder and dues escalation sequences
- Event confirmation and onboarding automation
- Approval workflows and internal notification routing
- Documentation and staff walkthrough for each flow
Best Fit
Operations managers and membership coordinators at lean-staffed organizations where repetitive manual tasks are consuming time that should go elsewhere. Often starts as part of a larger optimization engagement.
What's Included
- Structured needs assessment and requirements documentation
- Functional requirements matrix and vendor scoring rubric
- RFP development with association-specific evaluation criteria
- Demo preparation and live evaluation coaching
- Independent implementation oversight (owner's representative)
- Multi-year technology roadmap development
Best Fit
Executive Directors, CFOs, or technology committees at organizations that know their current system isn't working but have no internal expertise to run a credible selection process. Also serves organizations mid-implementation who need independent oversight.
04
AMS and CRM Advisory
Vendor-Neutral Guidance With No Software to Sell.
Most organizations evaluating a new AMS or CRM platform go into the process without independent expertise on their side. The vendor's interests and your interests are not perfectly aligned, and without someone who understands both the technology and how these platforms are actually used, the evaluation becomes a comparison of sales presentations.
AMS and CRM advisory services cover the full evaluation lifecycle: requirements definition, RFP development, vendor demo coaching, and independent implementation oversight for organizations that have already signed a contract and need a trusted representative watching out for them.
Talk About Your EvaluationAlso Available
Additional Ways I Can Help
Staff Training and Enablement
Role-specific training workshops for staff newly live on Dynamics 365 or an AMS platform, plus executive dashboard sessions and custom SOP documentation.
Integration Consulting
Architecture and implementation consulting for connecting Dynamics 365 to third-party platforms: email marketing, LMS systems, event management, and accounting software.
Microsoft Copilot Studio
Design and deployment of AI agents built on Copilot Studio for natural-language querying of your Dynamics 365 data, member services automation, and operational workflows.
Fractional Admin Retainer
Ongoing monthly support for organizations that need a Dynamics 365 admin but can't justify a full-time hire. Configuration changes, user support, and proactive optimization on a guaranteed monthly hours model.
How It Works
No Surprise Invoices. No Junior Staff. No Runaround.
Every engagement follows the same straightforward process, whether it's a two-week project or a six-month retainer.
Initial Conversation
We talk through your situation. No pitch, no template. Just an honest discussion about whether and how I can help.
Scoping and Proposal
I put together a written scope of work with clear deliverables and a fixed price. You know exactly what you're getting before anything starts.
Hands-On Delivery
Work is done directly by me, not handed off. You work with the same person who scoped the project from start to finish.
Handoff and Documentation
Every engagement ends with your team fully briefed on what was built. Documentation and training are included, not billed separately.
Not Sure Which Service Fits?
Most engagements start with a conversation about what's not working. Reach out and we'll figure out together whether there's a fit and what the right scope looks like.
Start a Conversation