We built this tool to help non-profits and small businesses assess how their current set of data and data processes are working for them, to help them identify areas for improvement, and to kick-start the work to get their data systems to work more efficiently. If you are in the
early stages of developing a data strategy, or if you're trying to make your data systems (a CRM, a visualization tool) easier to use for your team, then this data and process assessment tool is for you.
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Instructions are in the final tab. There is also sample data in there from a real organization. If you have any questions, please reach out to us at hello@sertuspartners.com.