IntelliData

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Data Solutions
for Associations and Nonprofits

Our services are designed to help organizations do more with their data without the overwhelm. Whether you’re just getting started or looking to improve what you already have, we make it easier to collect, connect, and act on your data.

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Dashboards & Reporting

Make your data work for you with  organized  visuals and automated reports that support clear decisions.

  • Build tailored dashboards for board reports, KPIs, engagement tracking, etc.
  • Use tools you already have (like Power BI or your AMS) or start fresh
  • Know what’s working, what’s not, and what to do next

 

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Data Migration

Moving to a new AMS? We’ll clean, map, and migrate your data so it’s ready for your new AMS with confidence, minus the stress and second-guessing.

  • End-to-end migration support, including cleanup and mapping
  • We work with any AMS, CRM, or custom setup
  • Make the move with confidence and minimal disruption
 
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Data Cleanup & Conversion

Get your data in shape—accurate, organized, and ready to use.

  • Fix duplicates, missing fields, and outdated records
  • Standardize data before a new system launch
  • Convert data from old platforms or spreadsheets

 

 
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AMS Integration & Support

Make your AMS work smarter—not harder. We’ll help connect your systems, fix what’s broken, and make your data easier to use.

  • Connect your systems and your team to the data they need.
  • Sync your AMS with reporting tools, event platforms, and more
  • Troubleshoot data issues and streamline workflows
  • Support tailored to your tech stack and team
 
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Data Enrichment

Incomplete member records? Outdated info? We’ll help you fill in the blanks so your data is more accurate, insightful, and ready to support better engagement. Fix duplicates, missing fields, and outdated records

  • Append missing fields with accurate, up-to-date info
  • Add demographics, company data, or engagement indicators
  • Improve segmentation and personalization
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Data Governance

Confusing data? Inconsistent reports? We’ll help you put shared rules and structure in place so everyone’s working from the same source of truth and your data stays clean.

  • Set clear rules for how data should be entered, maintained, and shared
  • Make sure everyone (from membership to marketing) is on the same page
  • Create simple documentation that supports onboarding and long-term consistency
 
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Data Insighting

Looking at reports but not sure what they mean? We help associations connect the dots and make sense of it all.

  • Understand what’s driving member behavior, engagement, and retention
  • Spot hidden trends in your events, programs, or campaigns
  • Identify gaps or friction points in your member experience
  • Use insights to guide strategic planning, marketing, and content decisions
 

 

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Data Lake & Warehouse

Too many systems, too many silos? We’ll centralize your data so it’s easier to access, analyze, and trust.

  • Combine data from multiple systems into one reliable source
  • Eliminate the need to manually piece together reports
  • Store historical data for long-term analysis
  • Make it easier for staff across departments to work with the same data

 

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Custom Data Solutions

Need something built just for you? We’ve got it covered.

  • Create tools, portals, or workflows tailored to your team
  • Automate recurring tasks
  • We’ll handle the backend so you can stay focused on your members
 
 
 

 

 

 

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Data Migration

Moving to a new AMS or CRM can feel like a huge undertaking, but you don’t have to do it alone. We’ll handle the data side from start to finish so your team can focus on the transition, not the technical stress.

  • Clean, prep, and map your existing data so it fits your new system

  • Preserve key historical data—like member activity, past payments, registrations, and notes

  • Work directly with your new AMS  or implementation team to align requirements

  • Catch errors, duplicates, and outdated records before they carry over

  • Ensure your staff can confidently log in and hit the ground running on day one

  • Create backups and documentation so nothing gets lost in the shuffle

  • Help you make smart decisions about what to bring, archive, or leave behind

  • Support phased or bulk migrations depending on your timeline and budget

We’ve worked with dozens of associations—each with different systems, structures, and challenges. We’ll make the transition smooth, accurate, and as low-stress as possible.

Data Cleanup & Conversion

Before you launch a new system, send a campaign, or build your next report—your data needs to be clean. We’ll help you make sense of what’s in your database and get it ready for whatever comes next.

  • Fix duplicates, outdated contact info, and inconsistent formatting

  • Clean and standardize key fields like names, emails, member types, and expiration dates

  • Identify and remove inactive or obsolete records that may be skewing your numbers

  • Merge records across systems (AMS, spreadsheets, old platforms) into one source of truth

  • Restructure and normalize data to fit your new system’s requirements

  • Prepare your database for migrations, audits, strategic planning, or analytics

  • Reduce manual cleanup for staff and improve confidence in reports

Whether you’re prepping for a system upgrade or just want to stop second-guessing your reports, we’ll help you start fresh—with clean, accurate data.

AMS Integration & Support

Your AMS should help your team, not slow them down.  When tools aren’t connected or data doesn’t flow between systems, the result is confusion, delays, and double-work. We’ll help you get your systems talking so your data moves where it needs to—cleanly, consistently, and automatically.

  • Set up automated syncs between your AMS and tools like event platforms, email software, finance systems, and reporting dashboards

  • Fix broken integrations and data issues that cause reporting headaches

  • Build workflows that reduce manual entry and eliminate duplication

  • Identify bottlenecks and help your team work more efficiently across platforms

  • Provide flexible support when your staff needs troubleshooting or enhancements

  • Help you get more value out of the AMS you already have, without needing to start over

Whether you’re dealing with a one-time issue or need long-term support, we’ll make your AMS feel more like a solution and less like a struggle.

Data Enrichment

If your member or contact records feel incomplete, your engagement and reporting efforts are probably falling short. We help associations strengthen what they already have, so the data behind your outreach, segmentation, and strategy is more complete, more accurate, and more actionable.

  • Fill in missing details like job titles, organizations, locations, and industries

  • Enrich member profiles with external data to improve segmentation and targeting

  • Update outdated or inconsistent fields across your database

  • Get a fuller picture of your audience to support smarter reporting, engagement, and retention strategies

  • Reduce the guesswork and assumptions your staff has to make when working with member data

The more complete your data is, the more confident your team can be in using it. We’ll help you get there, without starting from scratch.

Data Governance

When every department handles data differently, it leads to confusion, messy records, and reports no one fully trusts. We help associations create simple, practical standards so their data stays clean, consistent, and usable no matter who’s touching it.

  • Define how data should be entered, updated, and maintained

  • Establish shared rules across departments to reduce conflicting reports

  • Assign ownership so everyone knows who’s responsible for what

  • Build internal documentation that supports onboarding and reduces guesswork

  • Prevent common errors before they impact your outreach or reporting

  • Improve confidence in your data—from staff to leadership to your board

Good governance isn’t about adding complexity, it’s about making things easier for everyone who relies on your data every day.

Data Insighting

You’ve got data, but what is it really telling you? We help associations move beyond charts and spreadsheets by uncovering the trends, gaps, and opportunities hiding in plain sight. Whether you’re trying to understand your members, assess program performance, or make more informed decisions, we help you turn numbers into clarity.

  • Analyze member behavior, engagement, and retention patterns

  • Evaluate event, program, and campaign performance over time

  • Identify what’s working—and where there are gaps or drop-offs

  • Translate raw data into plain-language insights for your board and staff

  • Support strategic planning, marketing decisions, and member growth

  • Provide actionable recommendations—not just more reports

Whether you’re looking to sharpen your strategy or just make sense of what you have, we’ll help you uncover the story your data is already telling.

Data Lake & Warehouse

When your data lives in different systems—your AMS, event platform, email tool, finance system—it’s hard to get consistent answers or reliable reports.

We help associations centralize all that data into one structured, accessible place, so your team spends less time hunting for numbers and more time acting on them.

  • Combine data from across systems into one unified data source

  • Eliminate the need to stitch together spreadsheets every time you need a report

  • Create a reliable foundation for dashboards, analytics, and long-term planning

  • Store historical data for year-over-year analysis and trends

  • Make it easier for staff across departments to work with the same, consistent data

  • Support your team’s data maturity by organizing information in a scalable, structured way

Whether you call it a data lake, a warehouse, or just “finally getting it all in one place,” we’ll help you build the kind of data infrastructure that makes every other initiative easier.

Custom Data Solutions

Not every association works the same way, and not every system fits just right. 

When your existing tools can’t quite do what you need, we help you create custom-built solutions that simplify processes, fill in functionality gaps, and save your team time.

  • Build internal tools, dashboards, portals, or workflows that match your team’s real needs

  • Automate repetitive tasks like compiling reports, tracking renewals, or logging interactions

  • Connect systems that don’t naturally talk to each other

  • Create clean, user-friendly ways to view and interact with your data

  • Solve specific pain points without overcomplicating your tech stack

  • Get flexible, practical solutions that feel like part of your existing setup

Whether you need a quick fix or a custom tool that supports your long-term goals, we’ll help you make your systems work smarter, not harder.