Systems & Processes

Optimize technology systems to energize your team and make your grantmaking more efficient.

Audit & Gap Analysis

Discover and fill gaps in your system to allow for effective high-impact grantmaking.

Systems Selection

Find the right-sized solutions to meet your exact requirements and needs.

Systems Implementation

Whether it’s a grants management, CRM, accounting, or other tool, we can get your system up and running in record time.

Systems Integration

Get all your software solutions talking to each other so that information flows seamlessly.

Training & Support

Ease the transition by ensuring that everyone is on-board, and get ongoing support for any issues down the line.

Data Audit

Practice data stewardship so that implementing new tools, ongoing operations, and impact reporting are painless.

Data Migration

Prepare data from old tools and databases so that they are updated and ready for import into new systems.

Data Cleansing

Have a lot of messy data? Get organized - remove inconsistencies, reduce inaccuracies, and get your data up to date.

Data Visualization

Turn a wealth of data into a wealth of insights: through beautiful visuals and compelling stories that show your impact.

What Other Optimizers Say

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- Dawson Creek, Grants Manager
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- Mary Blue, Executive Director
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- Perry Lahey, Program Officer
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- Zora Cho, IT Officer
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- Dionne Dauphin, Vice President

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