Discovery & Audit

Explore my comprehensive discovery and organizational health audit services to enhance your business performance.

Process Overview: Detailed documentation of current workflows and operational procedures
Platform Health Assessment: Analysis of system stability, performance, scalability, and security posture
Top 10 Immediate Changes Recommendation: Prioritized list of high-impact, quick-win improvements
Partnership Fit Review: Evaluation of compatibility for potential long-term collaboration and strategic alignment
Status Check-ins: Regular progress updates and performance reports at predetermined intervals
Invoicing: Transparent billing documentation with detailed breakdown of services rendered

Project Management: Oversight of the discovery process to ensure timely completion and effective resource allocation
Support Evaluation: Assessment of alignment between you and Dayglow Strategies and what support resources are needed
Process Exploration: Collaborative sessions with key stakeholders who have intimate knowledge of data entry procedures and utilization patterns
Generic Platform Audit: Cursory review of existing platform capabilities, limitations, and performance metrics

You're a small organization that meets following requirements:
- Nonprofit with less than 500k donation records OR
- SMB with less than $500k annual opportunities
You have less than 30 active Users in Salesforce
You have a tight budget and need a lifeline
You're feeling stuck with Salesforce, but aren't sure what to do about it

Company Overview: Profile of organizational structure, mission, and business model
Process Overview: Detailed documentation of current workflows and operational procedures
Platform Health Assessment: Analysis of system stability, performance, scalability, and security posture
Optimization Roadmap: Strategic plan for phased improvements with timeline, resource requirements, and expected outcomes
Partnership Fit Review: Evaluation of compatibility for potential long-term collaboration and strategic alignment
Status Check-ins: Regular progress updates and performance reports at predetermined intervals
Invoicing: Transparent billing documentation with detailed breakdown of services rendered

Project Management: Comprehensive oversight of the discovery initiative with timelines and resource coordination
Support Evaluation: Assessment of alignment between you and Dayglow Strategies and what support resources are needed
Business Operations Review: Collaborative analysis with key stakeholders who possess expert knowledge of:
- Data management practices
- Program implementation
- Customer/donor/volunteer engagement
- Marketing and sales operations
Business Strategy Review: Executive-level sessions to understand strategic direction and long-term objectives
Thorough Platform Audit: Detailed examination of platform architecture, functionality, integration points, and performance metrics

You're a small organization that meets following requirements:
- Nonprofit with more than 500k donation records OR
- SMB with more than $500k annual opportunities
You have more than 30 active Users in Salesforce
You're feeling stuck with Salesforce, but aren't sure what to do about it

The discovery and org health audit services transformed our team's dynamics and improved overall productivity significantly.

John Doe

Our organization gained invaluable insights from the audit, leading to actionable strategies for enhanced performance.

Jane Smith