Modernize Your Fiscal Agency’s Back Office
Leveraging operational experience driving $100M+ in throughput to engineer scalable, audit-ready systems for ambitious nonprofits. We replace friction with technical clarity.
Request a Discovery CallThe Cost of Fragmented Systems
Manual interventions scale linearly with complexity. Without architectural integrity, growth becomes a liability.
Manual Invoicing Friction
Data entry redundancy across siloed platforms creates critical bottlenecks, increasing DSO and degrading operational velocity.
Subcontracting Delays
Lack of integrated CLM visibility leads to stalled vendor deployments and compromised program delivery timelines.
Compliance & Audit Risk
Disparate data trails and undocumented manual adjustments invite auditor scrutiny and risk funding clawbacks.
Automated CLM-to-ERP Handoffs
We design deterministic pipelines that connect Contract Lifecycle Management directly to Enterprise Resource Planning. By treating financial operations as code, we eliminate manual translation layers and establish a single source of truth.
- Programmatic data validation at entry points.
- Automated ledger postings and reconciliation.
- Immutable audit trails for compliance integrity.
How We Work Together
Strategic partnership models designed for precision implementation and sustainable growth.
Diagnostic Assessment
Comprehensive analysis mapping your existing technical systems, identifying operational friction points, and architecting a structured path forward.
Implementation & Integration
Rigorous execution phase focused on standing up core contract and ERP systems, alongside building robust workflow automations.
Ongoing Advisory
Continuous partnership providing fractional operations architect support, proactive system monitoring, and iterative platform refinement.
What an Engagement Looks Like
Because client data is highly sensitive and our systems operate deep within organizational infrastructure, we do not publish traditional case studies. Instead, we offer radical transparency into our operational methodology. Below is a detailed blueprint of how our engagements are structured and executed to ensure technical stewardship and nonprofit scale.
Diagnostic Assessment
Stakeholder interviews, system mapping, architectural review.
Comprehensive Friction Map & Strategic Roadmap.
Implementation & Integration
Technical setup, data validation, User Acceptance Testing (UAT).
Fully integrated, production-ready system architecture.
Ongoing Advisory
Continuous optimization, audit support, performance monitoring.
Dedicated fractional Architect support and active maintenance.
Hands-on experience with
About
I design and improve the technical and operational systems that sit behind large-scale workforce programs.
For the past decade, I’ve led enterprise implementations of contract, finance, and grant-management systems—clarifying ownership, designing role-based workflows, and reducing manual handoffs between departments.
Much of my work is about making complex systems usable: ensuring documentation exists so processes are durable beyond any one person, and that compliance, transparency, and operational effectiveness can scale together rather than fight each other.
This independent practice exists to bring that same capability to other fiscal agents and program operators.
Dave Swanson
Founder
Request a Discovery Call
I’ll review your submission and reply within 48–72 hours with proposed times.