Sound familiar?
The Challenges Education Organizations Face
Data Scattered Across Tools
Student records, grant tracking, staff onboarding, and program data live in disconnected spreadsheets and siloed apps. Reporting becomes a nightmare.
Reporting Takes Days, Not Hours
Pulling together board reports, grant compliance data, and outcome summaries requires hours of manual work every month. Time that should go to programs, not spreadsheets.
Staff and Volunteer Coordination
Scheduling, onboarding, task tracking, and communication across large, distributed teams of staff, volunteers, and partners creates constant coordination overhead.
Grant and Compliance Tracking
Managing grant deliverables, tracking expenditures, and producing funder reports across multiple grants simultaneously is complex, high-stakes, and mostly manual.
No Visibility Into Program Outcomes
Without real-time dashboards, leadership can't see what's working, what's falling behind, or where resources need to be redirected. By the time someone notices, it's too late to act.
Communication Gaps with Families
Family and community engagement falls through the cracks when there's no consistent system for tracking outreach, responses, and follow-through across programs.
How We Help
What We Build for Education Organizations
Every solution is custom-built around your organization's specific workflows, data, and goals, not adapted from a generic template.
Student and Program Tracking Systems
Custom databases that track student enrollment, participation, interventions, outcomes, and communications. All in one place, accessible by the right people.
Grant and Compliance Management
Track grant deliverables, deadlines, budgets, and funder requirements in a single system that generates compliance reports automatically. No more late-night spreadsheet sessions.
Real-Time Dashboards and Reporting
Leadership dashboards that surface program performance, attendance, and outcome data in real time. Decisions get made on facts, not instinct. Board reports practically write themselves.
Staff and Volunteer Operations
Onboarding workflows, scheduling systems, task management, and team communication hubs that keeping distributed staff and volunteers aligned and accountable without micromanagement.
AI-Powered Administrative Automation
AI tools built directly into your systems to auto-generate meeting summaries, draft communications, flag at-risk students, and surface insights from data, without adding more software to learn.
Family and Community Portals
Branded portals where families can submit forms, track program participation, access resources, and communicate with staff. This eliminates paper, email chains, and missed messages.
The Tools We Use
Platforms We Implement for Education
We're platform-agnostic. We recommend and build on whichever tools fit your organization's needs, budget, and technical comfort level. Most education clients already have some of these; we make them work together.
See All PlatformsCustom databases for student tracking, grant management, and program data. Flexible enough for any use case.
Project and task management for staff, program timelines, grant deliverables, and cross-team coordination.
Family and partner portals built on top of your Airtable data. No coding, fully branded, accessible on any device.
Workflow automation connecting your platforms, so data flows automatically without anyone copy-pasting between systems.
An Airtable alternative with built-in reporting and views. A strong fit for larger districts or networks.
OpenAI, Claude, and others embedded directly into your workflows. For summaries, drafting, data enrichment, and more.
Shannon and her team did an incredible job of implementing Clickup in our business. Shannon specifically spent time to really understand our business and workflow needs to help us find the best way to configure Clickup for us. She provided great suggestions on how best to optimize our workflows, making sure they are easy to manage in Clickup. Plus the extensive training she offered really helped us to quickly introduce the rest of our team into Clickup. Thank you!!!
SMV Virtual Consulting transformed our workflow with their AirTable expertise. Their support is constant, and they handle new projects seamlessly. Weā€™re grateful for their efficient solutions, boosting productivity. Highly recommend!
Shannon has been so helpful, adaptive, and responsive to our needs, helping us to create a system that includes automations and integrations to improve our workflow. We have absolutely loved working with her and are so grateful for her expertise.
Common Questions