The Harwood Institute – Systems Strategy and Implementation


Full modernization
of all digital systems.

Reduced budget by 50%
in all applicable categories.

Customized team workshops
for all systems and workflows.


The Harwood team recognized they needed a better way to work together if they were going to create community change at a scale we all need. That's why they asked me to evolve the way they do business.

I spearheaded the modernization of all business operations including systems upgrades from localized to cloud-based services, implementation of communication and project management tools, and automation of digital services – reducing overhead by more than 50% in all applicable budget categories with 0% downtime. I designed and led multiple 2-hr team training workshops, including 1:1 follow-ups, and individualized coaching; and provided detailed operational handoff documentation.




  • Jun – Completed mission-critical training and documentation for the complete handoff of all systems.

  • May – On-boarded new staff and ramped up project management systems.

  • Apr – Fully migrated the Institute from Salesforce/ConstantContact/Pardot to InfusionSoft.

  • Mar – Relaunched the Harwood website with a simplified navigation and automated data pipeline.

  • Feb – Setup and integrated new event management platform.

  • Jan – Began acting as Interim Director of Marketing.


  • Dec – Redesigned and updated the Institute's Partner Guidebook.

  • Nov – Automated expense reporting.

  • Oct – Created technology reinvestment plan.

  • Sep – Developed faster and more accurate financial reporting tools.

  • Aug – Successfully migrated the Institute from Office 365 to Google Apps with no downtime or loss of data.

  • Jul – Reduced budget spending on software by almost 50% over the next year.

  • Jun – Began the process of office culture change starting with the introduction of Slack.