The client — a mission-driven consulting firm serving nonprofits — was drowning in fragmented data across HubSpot, two custom program platforms, and a tangle of spreadsheets. RTS Labs built a unified data infrastructure from the ground up, eliminating manual reconciliation and giving the firm the strategic visibility to scale globally.
Nonprofit Consulting Firm
Data Infrastructure & Strategic Analytics
HubSpot
PostgreSQL
Python ETL
Metabase
Our engineers will map your workflow and define a ship date in a 2-week Discovery Sprint.
The client is a mission-driven consulting firm that helps nonprofits strengthen their leadership and amplify organizational impact. But behind the scenes, their data infrastructure told a different story. Critical information was scattered across four disconnected systems — HubSpot, two custom program platforms, and dozens of spreadsheets — with no reliable way for any of them to communicate.
Staff spent a significant portion of each week on manual data entry and reconciliation instead of the high-value advisory work the firm was built to deliver. Worse, the organization had no reliable way to answer basic strategic questions: which programs were driving impact, how stakeholder engagement was trending, or where to focus resources as the firm expanded into new international markets. The fragmentation wasn’t just an operational headache — it was becoming a structural risk to the firm’s growth.
Critical data lived across four disconnected systems — HubSpot, two custom program platforms, and spreadsheets — with no integration layer. Staff reconciling records manually was the only way information moved between them.
Without a unified data layer, staff spent the majority of their working hours on data entry and reconciliation — time that should have gone toward advancing the firm’s mission and serving nonprofit clients.
The firm lacked a reliable data foundation to track program effectiveness or stakeholder engagement. As global expansion scaled up, this missing visibility became a critical operational bottleneck.
RTS Labs didn’t start with technology — it started with people. The engagement opened with a deep discovery phase: stakeholder interviews, current-state documentation, data quality assessments, and use case prioritization workshops. The goal was to understand exactly where data lived, how it moved, and where it broke down before designing a single line of architecture. Every decision was pressure-tested in stakeholder review sessions to make sure the solution matched how the client’s team actually worked.
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