Solutions architecture & discovery
Mapping your processes, designing the right Salesforce shape, and producing a plan you can act on before any building starts.
Cognant Tech helps charities, nonprofits and ethical small organisations get genuine value from their CRM. From first setup to the integrations and automations that quietly save hours every week.
Deep experience across NPSP and Nonprofit Cloud, plus Sales and Service Cloud where they fit. The focus is making what you already have work properly, from fundraising through to programme delivery.
Mapping your processes, designing the right Salesforce shape, and producing a plan you can act on before any building starts.
Salesforce structured around your programmes and reporting: sensible objects, clean dashboards, and the out-of-the-box features used well.
From fundraising through to delivery: donor pipelines and recurring giving on one side, referral handling, case management and programme reporting on the other. Both run from the same place.
Reaching your supporters with the right message at the right time, using Salesforce's built-in marketing tools.
Flow automation that removes the repetitive admin, careful migrations, and integrations where they're genuinely useful rather than for their own sake.
Hands-on training so your team feels confident, plus a steady point of contact for what comes up after go-live.
No jargon for its own sake, no oversized proposals. Just steady work that leaves you in a better place than you started.
A proper look at how your organisation runs today: what's working, what isn't, and what's actually worth fixing.
A clear scope you can read and sign off without a translator. You always know what's being done and why.
Configuration, integration and automation delivered with care, and tested against the way your team really works.
Training and documentation so the work lives on with you, not just with me.
“Cognant” comes from cognizant. To be aware, alert, and on top of your situation. That's the whole idea: simplify the complexity, and leave you genuinely in control of your systems.
A Salesforce consultant with 15+ years in the ecosystem, focused on integrations and the small details that quietly save your team hours every week.
Most of my work is with charities and nonprofits, with a handful of ethical small businesses each year. Practical, direct, and never more complicated than it needs to be.
You'll work with me directly, end to end. No layers, no handoffs.
Alongside the Salesforce work, Cognant Tech can help with the commercial and compliance side that smaller organisations often have to navigate alone, with experienced legal and tech-focused support when it's needed. Practical, proportionate, and never overcomplicated.
Tell me a little about your organisation and what you're hoping to improve. No commitment. The first conversation is just to see whether I can genuinely help.
I'll get back to you shortly, usually within one working day.