We are seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF

Description: We’re looking for someone to help us set up a simple but reliable marketing automation workflow for our real estate/design-build company. Every two weeks, we receive an updated list of new leads. We want those leads to automatically flow into an email drip sequence without manual work each time. The goal is to create a system where: a new lead list comes in on a biweekly basis contacts are added automatically to the right email sequence the drip campaign launches smoothly and consistently the setup is easy for our team to manage going forward We already have the lead source and the general workflow in place — now we need someone who can connect everything properly and make it work cleanly. We’re looking for someone with experience in: email marketing automations drip sequence setup list imports / lead routing Monday.com / CRM workflows integration tools like Zapier, Make, or similar Please message us with: similar automation work you’ve done what tools you’d recommend for this setup how you would approach building it We’re looking for someone practical, responsive, and easy to work with.

We are seeking an expert in monday.com to help us implement a tailored solution for our construction project timelines. The goal is to create a comprehensive template that incorporates project dependencies and timelines effectively. The ideal candidate should have a proven track record in monday.com implementations and be skilled in customizing workflows for construction projects. Your expertise will be vital in ensuring that our team can efficiently manage project timelines and dependencies. If you have experience in similar project setups, we would love to hear from you!

Description: We’re looking for a reliable and detail-oriented Project Manager / Administrative Assistant with strong experience in Monday.com to help streamline workflows, manage tasks, and keep projects on track. Hours per Week TBD. Responsibilities: • Set up and manage boards, automations, and dashboards in Monday.com • Organize and track project timelines, deliverables, and priorities • Coordinate with team members to ensure tasks are completed on schedule • Communicate with external clients to schedule meetings and provide support • Maintain clear documentation and processes • Assist with general administrative tasks as needed Requirements: • Proven experience using Monday.com (please share examples) • Fluent in English (written and verbal) • Strong organizational and project management skills • Excellent communication and follow-up • Comfortable reaching out to external clients for scheduling and support • Proficiency in Microsoft Word, Excel, and PowerPoint • Ability to work independently and meet deadlines • Experience in marketing or creative teams is a plus Project Details: • Part-time to start (potential for ongoing work) Flexible hours, but must be responsive and proactive Remote

Dear Universe, Please send me someone who can automate our workflows. Someone who looks at our WordPress, WooCommerce, HubSpot, Monday, and Make stack and just... knows what needs to happen. Because God knows I've been through the manual emails, the spreadsheet hell, the constant back-and-forth with clients on onboarding, the processes that should've been automated months ago, and dealing with people who are wishy-washy about their commitment. Look, I'm really good with people, I'm good at design, I'm good at ideas... but holding all the mental load of architecting workflows and automation systems? That's not my thing. There's gotta be somebody out there with a really smart, healthy, analytical brain who can help me plan it right, diagram it properly, and architect this like an adult. Someone who does it right the first time. I need a workflows engineer who gets it, someone who can build a client-facing dashboard so our onboarding process runs itself, without me sending a single manual email. If you think you're a good fit, answer as if you're The Universe responding to my plea. Let me know why you're the one, and I'll know you actually read this. Thanks, Universe. Let's see what you got.

We are looking for an experienced HubSpot Sales Hub Professional implementation specialist / RevOps consultant who can move quickly and help us get HubSpot fully set up as our sales command center. We are a B2B restaurant equipment and supply dealer with both sales-assisted quoting and e-commerce. We recently purchased HubSpot Sales Hub Professional and need it implemented properly, but we also need it done quickly. We have spoken with several HubSpot Solutions Partners, and many are quoting timelines of 8 to 10 weeks. That does not work for us. We are looking for someone who can start immediately and help us launch a functional first version within 2 to 3 weeks. This is not a basic app-connection project. We need someone who can think strategically, design the CRM structure, clean up data, build workflows, integrate key systems, create dashboards, and make the system simple enough for our sales team to actually use. Generic proposals will be ignored. Please include the phrase “HubSpot fast launch” in the first sentence of your proposal so we know you read this. Main goal: We want HubSpot to become our daily sales cockpit. Our sales team should be able to log in and immediately know: - Who to call - Who to text - Who to email - Which quotes need follow-up - Which leads are stale - Which deals are close to closing - Which customers need attention As the owner/manager, I need dashboards that show: - Pipeline by stage - Deal value - Sales rep activity - Quote follow-up compliance - Lead source performance - Closed won / closed lost deals - Stale opportunities - Calls, texts, emails, and tasks by rep - Shopify/e-commerce activity when relevant - Monday.com project status after a deal is won Systems we need connected or considered: - Dialpad - Monday.com - Shopify - Mailchimp - Excel / CSV contact lists Ideal timeline: We want a functional first version launched within 2 to 3 weeks, with cleanup, refinements, and more advanced automation continuing after launch. We understand everything may not be perfect on day one, but we need the core sales system live quickly. Phase 1: Fast Launch, 2 to 3 weeks - Core HubSpot Sales Hub setup - Sales pipeline - Deal stages - Contact, company, and deal properties - Lead source tracking - Basic data migration - Dialpad calling/texting setup - Basic Monday.com handoff - Sales sequences - Email templates/snippets - Rep task queues - Owner/manager dashboards - Basic sales team training Phase 2: Cleanup and Optimization - Advanced reporting - Deeper data cleanup and deduplication - Shopify optimization - Mailchimp/contact syncing strategy - More advanced workflows - Payment/invoicing workflow - Additional automation - SOPs and recorded walkthroughs - Post-launch support and cleanup Scope of work: 1. HubSpot Sales Hub Professional setup Set up and customize HubSpot Sales Hub Professional, including: - Sales pipeline - Deal stages - Lifecycle stages - Contact, company, and deal properties - Required fields - Lead source tracking - Sales ownership rules - Task queues - Templates - Snippets - Sequences - Workflows - Notifications - User setup and permissions The system needs to be powerful but simple. If the sales team finds it confusing, they will not use it. 2. Sales process and pipeline design Help us design a clean sales process. Possible deal stages may include: - New Lead - Qualified - Quote Needed - Quote Sent - Follow-Up Active - Verbal Yes / Pending Deposit - Deposit Paid / Closed Won - Handoff to Operations - Closed Lost We are open to your recommendations if you have a cleaner structure. 3. Dialpad integration We need Dialpad set up inside HubSpot for inbound and outbound sales communication. Requirements: - Inbound call logging - Outbound call logging - SMS/text logging - Click-to-call from HubSpot - Missed call task creation - Call outcome tracking - Call/text activity associated with contacts, companies, and deals when possible - Rep activity reporting - Manager visibility into calls, texts, and follow-up activity 4. Monday.com integration We use Monday.com for operations and project management. We want a clean handoff from sales to operations. Ideal workflow: When a deal is marked Closed Won or Deposit Paid in HubSpot, a project/item should be created in Monday.com with the key deal and customer information. Fields may include: - Customer name - Company - Main contact - Contact info - Deal amount - Salesperson - Quote link - Invoice/payment link - Project type - Estimated delivery/install date - Notes - Project status We would also like key Monday.com project statuses pushed back into HubSpot so sales and management can see project status without digging through Monday. 5. Shopify integration We use Shopify for our e-commerce website. We need HubSpot connected to Shopify in a way that helps our sales team follow up on high-intent customers without turning HubSpot into a messy product database. Important items: - Customer sync - Order/customer activity - Abandoned cart visibility - High-value cart/order alerts - Lead source tracking - E-commerce customer segmentation - Avoid duplicate contact creation - Avoid unnecessary product/SKU clutter inside HubSpot We have a large product catalog, so we need a thoughtful integration strategy, not a blind sync of everything. 6. Mailchimp integration / migration We currently have contacts in Mailchimp. We need help deciding whether to: - Keep Mailchimp connected short-term - Migrate contacts into HubSpot - Use Mailchimp only for broad email marketing - Eventually move more email marketing into HubSpot We need proper handling of: - Marketing contacts - Unsubscribes - Consent status - Duplicate contacts - Lists/audiences - Segmentation 7. Contact import and data cleanup We need contacts imported from: - Excel / CSV sheets - Monday.com - Mailchimp - Shopify/customer data Before import, we need help cleaning and deduplicating the data. Deduplication should consider: - Email - Phone number - Company name - Website/domain - Existing customer vs prospect - Lead source - Sales owner - Customer type We do not want a messy HubSpot database full of duplicate contacts and companies. 8. HubSpot payments / invoicing setup We want help setting up HubSpot invoicing/payments if it makes sense for our workflow. We would like the ability to send invoices and provide payment options. Important: We want to explore whether customers paying by credit card can be charged an additional 3% processing fee, but this must be set up in a compliant way. If HubSpot cannot do this properly, we would like recommendations for a better alternative, such as ACH/check discounting or separate payment terms. 9. Dashboards and reporting Build simple, useful dashboards for both sales reps and management. Sales rep dashboard should include: - Today’s tasks - Calls to make - Texts/emails to send - Quotes needing follow-up - Deals with no recent activity - New inbound leads - Active sequences - Open deals by stage Manager/owner dashboard should include: - Pipeline value by stage - Revenue forecast - Deals won/lost - Close rate - Average deal size - Activity by rep - Calls/texts/emails by rep - Quote follow-up compliance - Deals with no activity - Lead source performance - Shopify/e-commerce lead activity - Monday.com project status summary 10. Training and documentation We need the system to be easy for our salespeople to use. Please include: - Basic training for sales reps - Manager/admin training - Simple written SOPs - Loom/video walkthroughs if possible - Post-launch cleanup and adjustment period Ideal candidate: You should have strong experience with: - HubSpot Sales Hub Professional - HubSpot CRM architecture - RevOps - Sales pipelines - HubSpot workflows - HubSpot sequences - HubSpot reporting/dashboards - HubSpot data imports - Contact deduplication - Dialpad integrations - Monday.com integrations - Shopify integrations - Mailchimp integrations - Zapier or Make - B2B sales processes - Sales team training Bonus points if you have worked with: - Equipment dealers - Distributors - B2B e-commerce - Quoting-heavy sales teams - Sales-to-operations handoffs - Companies with both inbound and outbound sales What we do not want: We are not looking for someone who only knows how to connect apps. We need someone who can help design the structure, challenge bad ideas, keep things simple, and build a clean system our team will actually use. Please do not apply if your approach is just “sync everything and see what happens.” Please also do not apply if you cannot start immediately or if your timeline is 8 to 10 weeks. We need someone who can move quickly. Pricing: We are open to hourly or milestone-based pricing. We are not looking for the cheapest option, but we do expect the price to match the scope, timeline, and experience level. Please do not simply bid the maximum budget. In your proposal, include: 1. Your estimated hours or fixed project range 2. Your proposed milestones 3. What you would complete in the first 2 to 3 weeks 4. What should be pushed to phase two 5. Any risks, dependencies, or items that could increase cost Application questions: Please answer the following when applying: 1. Can you start immediately? 2. Can you launch a functional first version within 2 to 3 weeks? 3. Describe a HubSpot Sales Hub Professional setup you’ve completed that involved multiple integrations. 4. Have you integrated HubSpot with Dialpad before? If yes, what did you set up? 5. Have you integrated HubSpot with Monday.com before? If yes, what was the workflow? 6. Have you worked with Shopify and HubSpot together? How did you avoid unnecessary data clutter? 7. How do you approach contact deduplication before importing data into HubSpot? 8. What dashboards would you recommend for a sales manager managing a small B2B sales team? 9. What would your implementation plan look like for this project? 10. What would you need from us before starting? 11. What parts of this project would you launch first, and what would you push to phase two? 12. What is your estimated hourly, fixed project, or milestone-based pricing? Quality matters, but speed matters too. We need someone who can build this correctly without dragging it out for months.

About ZeremAI ZeremAI is a premier AI and Automation implementation consultancy that future-proofs businesses. We specialize in cutting-edge AI agents, intelligent systems automation, and real-time AI-assisted KPI dashboards across all business departments. Our "Align–Automate–Achieve" methodology bridges the gap between technology and measurable impact, helping teams reclaim up to five days of productivity weekly per employee, allowing organizations to focus on their core mission. Position Overview: We are looking for an AI Technical Account Manager who thrives at the intersection of systems architecture and client partnership. This role is for a high-presence communicator who takes pride and care about Customer Success and can translate complex AI and automation workflows into clear, actionable business wins and communicate them with the AI Development team. You are an AI Technical Account Manager at heart—someone who possesses the technical depth to design sophisticated systems but whose real superpower is leading the client relationship. You’ll be the face of our delivery team, ensuring our clients don't just get a tool, but a transformed business process they actually enjoy using. Key Performance Indicators (Success Metrics): -100% successful deployment rate of AI and automation solutions. -Ensure systems adoption success scores reach 95%+ -Increase customer productivity by 20% to 100%+ through AI automation. -Increase customer KPI achievement rate by 2x through intelligent dashboards. -Maintain 97% or higher customer satisfaction rating for solution delivery. Core Client Responsibilities: Strategic Client Leadership: - Relationship Management: Act as the primary technical point of contact, managing expectations and leading clients through the "Align–Automate–Achieve" journey with confidence. - High-Impact Communication: Lead discovery calls and project updates with clarity and brevity. You are the concise expert—getting to the point quickly and making complex concepts clear and simple to non-technical customers. - Client Success Orientation: Prioritize the "human" side of the implementation, ensuring the solution solves the client’s actual pain points rather than just being technically correct. Solution Architecture & Discovery: - Workflow Mapping: Conduct process audits to identify gaps and translate messy business problems into clean system requirements. - High-Level Design: Architect automation ecosystems using Make, Zapier, Airtable, HubSpot, and other systems, ensuring all pieces of the tech stack talk to each other seamlessly. - AI Integration: Leverage LLMs (OpenAI, Claude, etc.) to enhance productivity and build smarter business logic for clients. Delivery & Adoption: - Implementation Oversight: Work with the internal dev team to ensure the blueprints you designed are built to spec and delivered on time. - The Final 10%: Lead the hands-on training and documentation phase, ensuring the client’s team feels empowered and capable, not overwhelmed. - Iterative Optimization: Monitor performance post-launch and proactively suggest enhancements to deepen the client relationship. Key ZeremAI Operations Responsibilities: - Collaborate with the Chief AI Officer and Strategy Officer to evolve ZeremAI’s systems playbook. - Lead the evaluation and adoption of new AI technologies and platforms. - Ensure solution designs align with the Align–Automate–Achieve methodology. - Create internal system frameworks, templates, and automation best practices. - Mentor and collaborate with AI Systems Developers to maintain high-quality standards. - Analyze reporting on architecture performance, ROI metrics, and adoption rates. The Ideal Profile: Technical Fluency (The "How It Works" Knowledge): - Systems Thinker: You understand the Big Picture of how APIs, CRMs, and databases interact. You don’t need to be the world’s fastest coder, but you must be a world-class architect. - Automation Stack: Deep familiarity with CRM, Project Management, Integration, and AI tools. - AI Expert: A solid grasp of how to practically apply AI/LLMs to business workflows. The Superpowers (Client & Communication): - Professional Presence: You carry yourself with a demeanor that builds immediate trust. You are concise, articulate, and mindful of the client’s time. - Concise Communicator: You avoid the Solution Architect Trap of over-explaining. You know how to give a "Yes/No" or a "Bottom Line Up Front" (BLUF). - Leadership: You can guide, educate, and—when necessary—firmly pivot a client toward a better strategic path. Qualifications: Required Skills & Experience - 5+ years of experience in systems consulting, operations, business automation, or a similar role. - 2+ years of AI expertise in a business context - Strong hands-on experience with automation tools (JSON, Zapier, Make, Airtable, etc.) and system integrations. - Working knowledge of project management and CRM platforms (e.g., Monday.com, HubSpot, Salesforce). - Familiarity with API usage, data flows, and basic scripting or logic-based automation. - Excellent problem-solving and process-mapping skills. - Clear written and verbal communication, especially with non-technical stakeholders. - Strong client-facing presence with the ability to guide, educate, and influence clients. Preferred Qualifications: - Experience in a fast-paced startup or agency environment. - Exposure to AI tools and understanding of their application in business settings. - Technical certifications in automation platforms (Zapier Expert, Make Partner, etc.). - Understanding of business functions like marketing, sales, operations, and finance. Soft Skills: - Demonstrate creativity in problem-solving by identifying innovative solutions to client challenges and operational obstacles. - Systems thinker with a knack for breaking down complex problems. - Highly organized, self-motivated, and able to manage multiple client projects simultaneously. - Collaborative team player who thrives in a remote-first work environment. - Passionate about technology, continuous improvement, and client success.

Seeking Request for Proposals for Database Developer(s) -Contract Position- 1. Project Introduction: The Latino Community Foundation of Colorado (LCFC) seeks proposals from qualified database and analytics consultants to design and implement a centralized, cloud-based SQL database environment hosted in Microsoft Azure. The database will support internal reporting, data consolidation, and analytics through Tableau Cloud. The objective of this project is to create a centralized data layer that consolidates key operational information and supports reporting through Tableau Cloud. This project does not require the development of a custom web application. LCFC prefers consultants with experience supporting nonprofit organizations or organizations of a similar size, staffing, and data maturity. LCFC currently uses the following systems: • C-Suite by Foundant – primary system for CRM, grant management, donor, donation, and organization records. Historical donation records from prior platforms may be provided through exports where needed, but C-Suite is expected to serve as the primary donation system going forward. • Monday.com - Project management, expected to be treated as archival/export based unless a future reporting need is identified. • Mailchimp - Email communications platform, expected to be treated as archival/export based unless a future reporting need is identified. • SurveyMonkey - Survey collection platform, expected to be treated as archival/export based unless a future reporting need is identified. LCFC will retain full ownership of the database schema, dashboards, SQL code, data pipelines, tableau workbooks, and all data assets created as part of this project. 2. Project Objectives: • Design and implement a scalable, Azure-hosted SQL database environment. • Create a centralized organization table to serve as the primary organization reference point across systems where applicable. • Establish a single LCFC organization identifier that can map records from source systems where applicable. • Support LCFC managed organization record alignment by providing the necessary table structure, templates, and validation views. • Integrate, ingest, or archive data from LCFC systems based on business value, reporting need, and return on investment. • Centralize core transformation and business logic within SQL views wherever practical. • Develop Tableau Cloud data sources and foundational dashboards that allow staff to: o Filter by organization. o Apply keyword-based filters. o View defined reporting queries. • Configure role-based access controls within Tableau Cloud. • Deliver documentation sufficient for LCFC to maintain the system internally after project completion. 3. System Architecture Requirements: The proposed solution must: • Use Microsoft Azure as the cloud environment for the centralized SQL database. • Use Tableau Cloud as the analytics and dashboard platform. • Use a centralized SQL database as the authoritative data layer for modeled warehouse data. • Use the centralized organization table as the primary reference point for organization level reporting across integrated tables where applicable. • Store transformation and business logic within SQL views wherever possible. • Support Tableau Cloud reporting through published data sources or SQL views. • Prioritize standard SQL and Tableau Cloud functionality. Respondents must provide a proposed system architecture diagram showing: • Source systems. • Data ingestion or archival process. • Azure database environment. • Data pipeline or ETL process. • Tableau Cloud connection. • Security and access model. • Backup and recovery approach. Proposals must include a written rationale explaining the recommended architecture, including considerations for cost, maintainability, security, performance, scalability and long term support. 4. User Roles and Access Levels: The system must support two primary access levels: Administration User Level • Limited to designated LCFC staff. • Ability to: o Create and maintain SQL queries and views. o Publish and manage Tableau dashboards. o Manage refresh schedules. o Configure Tableau permissions. • Access granted only upon written supervisor approval and authorization by the CEO or Vice President. Staff User Level • Read only access within Tableau Cloud. • Ability to: o View dashboards. o Filter by organization. o Apply keyword-based filters. • Staff users will not write SQL or modify underlying data structures. 5. Scope of Work A. Discovery and Requirements • Review LCFC’s current systems, data structures, exports, and reporting workflows. • Conduct stakeholder sessions to define reporting and filtering requirements. • Document data sources, access methods, and integration constraints. • Identify which data sources should be fully integrated, lightly structured, or archival only. • Confirm Phase 1 versus future-phase requirements. Refresh cadence will be determined during discovery based on reporting needs, source system capabilities, and implementation cost. LCFC does not require real time data synchronization. B. Database Design and Integration • Design an Azure-hosted SQL database structure appropriate to LCFC’s size, data volume, and reporting needs. • Establish a centralized organization table. • Create source system mapping fields or tables that allow LCFC to align organization records across systems. • Document schema, field definitions, and transformation logic. • Provide templates or validation views to support LCFC managed organization matching. • Build reusable SQL views for Tableau reporting. The Consultant is not expected to perform fuzzy matching or deduplication of organization records. Due to LCFC’s record volume and internal knowledge of organizational relationships, LCFC will complete and validate organization matching internally. The consultant should provide the necessary table structure, templates, and validation views to support this process. C. Source System Classification During discovery, the consultant will work with LCFC to classify each data source as one of the following: • Fully integrated reporting source. • Limited export based ingestion source. • Archival source for historical reference. • Future phase source. Not all listed systems are expected to require full API integration. Systems with limited reporting value, sufficient native dashboards, or primarily ad hoc usage may be handled through scheduled exports or archival storage rather than automated API pipelines. Expected initial classification: Core Modeled Source: C-Suite by Foundant • Expected to serve as the primary operational source for donor, donation, grant, organization, and CRM related records. Archival / Export Based Unless Otherwise Justified: Monday.com • Project management data is expected to be treated as archival/export based unless LCFC identifies a compelling cross system reporting use case. Mailchimp • Campaign and email engagement data may be retained through exports or archival storage unless LCFC identifies a recurring reporting use case requiring modeled integration. SurveyMonkey • Survey exports may be retained for archival reference unless a recurring structured reporting need is identified. D. Data Integration, Validation, and Lineage The proposed solution must include a clear methodology for validating data accuracy across all integrated or ingested systems. The consultant must describe how they will: • Verify that data is being correctly retrieved from each source system. • Test API based or export based integrations for completeness and consistency. • Identify and handle discrepancies between source systems and the warehouse. • Validate selected warehouse outputs against source system data. • Document data lineage, including where data originated and how it is transformed. • Provide visibility into pipeline success, failure, and refresh status. Because integration across multiple systems is a primary project risk, proposals must describe how the vendor will mitigate data inconsistency, access limitation, API failure, and validation risks. E. Tableau Data Sources and Foundational Dashboards • Develop and publish centralized Tableau Cloud data sources connected to the Azure SQL database. • Configure role-based permissions within Tableau Cloud. • Create a limited set of foundational dashboards sufficient to: o Validate organizational level filtering. o Demonstrate keyword-based filtering. o Confirm that defined SQL driven queries surface correctly. o Demonstrate that Tableau can reliably consume the curated SQL views. Final executive and strategic dashboards may be developed and maintained by LCFC staff following project completion. F. Iterative Development • Follow structured development cycles. • Conduct demonstrations with LCFC at the conclusion of each development cycle. • Incorporate structured feedback during development phases to refine functionality and usability. • Provide progress updates sufficient for LCFC to understand what has been completed, what remains, and where risks exist. • Identify project risks, blockers, or decisions needed from LCFC in a timely manner. 6. Data Privacy, Security, and Recovery: The selected consultant will be required to maintain the confidentiality of all LCFC data accessed during the engagement. This includes donor data, grantee data, survey responses, internal operational data, and any other sensitive organizational information. Consultants may be required to execute a confidentiality or non-disclosure agreement prior to accessing production systems. Proposals must describe the vendor’s approach to: • Data security and access controls. • Protection of sensitive organizational data. • Role based access management. • Credential and secret management. • Backup and recovery strategy. • Disaster recovery considerations. • Mitigation of potential vulnerabilities within the data pipeline and storage environment. LCFC must retain administrative ownership of the Azure environment, database, Tableau Cloud assets, and all related configuration where applicable. 7. LCFC Responsibilities: LCFC will support the project by: • Providing access to required systems and data sources. • Designating a product owner to provide direction and approve deliverables. • Making staff available for requirements discussions, feedback sessions, validation, and training. • Providing timely feedback during development cycles. • Reviewing and approving organization matching decisions. • Validating selected datasets against source systems where internal business knowledge is required. 8. Project Timeline: LCFC anticipates a project duration of approximately 3-6 months, to be finalized collaboratively with the selected consultant. Work is expected to be delivered in structured phases, including: • Discovery and requirements validation. • Architecture design and approval. • Data model design and approval. • Source system classification. • Integration, ingestion, and archival process implementation. • Tableau data source configuration. • Foundational dashboard development. • Testing, validation, and lineage documentation. • Staff feedback and refinement. • Documentation and training. • Go-live and transition. The selected consultant will propose a detailed project timeline and milestone plan as part of their submission. LCFC expects regular progress updates and demonstrations throughout the project to ensure alignment and timely course correction. 9. Deliverables: The consultant(s) will deliver: • An Azure hosted SQL database fully accessible to LCFC. • Proposed architecture diagram and technical rationale. • Database schema and source system mapping structure. • Centralized organization table structure. • Organization mapping table or template for LCFC managed record alignment. • Documented SQL views and transformation logic. • Data classification recommendation for each source system. • Automated data pipelines where approved and justified. • Export based ingestion or archival process where appropriate. • Data validation and lineage documentation. • Demonstration of data accuracy through validation of selected datasets against source systems. • Published Tableau Cloud data sources. • Foundational Tableau dashboards validating system functionality. • Configured role based access within Tableau Cloud. • A staff user guide. • Administrator system and maintenance manual. • Recorded demo videos reflecting the final production configuration. • Training sessions for administrators and staff. All database schemas, SQL code, integration scripts, Tableau workbooks, documentation, and related configuration assets must be transferred to LCFC upon project completion. Documentation must be sufficient to allow LCFC staff to independently maintain, modify, and extend the system without ongoing vendor dependency. 10. Acceptance Criteria: The system will be considered complete when the following conditions are met: • Azure SQL database environment is implemented and accessible to LCFC administrators. • Approved source systems are integrated, ingested, or archived according to the agreed source classification. • Data refresh, ingestion, or archival processes function as documented. • Centralized organization table structure and mapping approach are implemented. • Database structure supports LCFC managed organization matching across source systems. • Data outputs have been validated against selected source systems for accuracy. • Data lineage and transformation documentation has been delivered. • Tableau Cloud data sources successfully connect to the curated SQL views or approved data tables. • Organization level filtering and defined reporting queries function correctly within Tableau Cloud where applicable. • Staff are able to independently navigate and use foundational dashboards. • LCFC administrators are able to manage SQL views, refresh processes and Tableau updates without vendor assistance. • All required documentation has been delivered and approved by LCFC leadership. Final project acceptance will occur upon formal review and approval by LCFC’s designated Product Owner. 11. Change Management: This RFP defines the expected scope of work for the project. Any material changes to scope, deliverables, timeline, or budget must be documented and approved in writing by LCFC prior to implementation and execution. During the project, additional feature requests or enhancements may be identified. Such requests will be evaluated collaboratively and, if approved, may be incorporated into future phases or handled through a formal change order process. The selected consultant will provide a detailed project plan at initiation, including milestones and dependencies, to support alignment and minimize scope drift. 12. Proposal Submission: Proposals will be reviewed on a rolling basis. Complete proposals must be submitted by Wednesday, July 8, 2026 at 11:59 pm Mountain Time. Proposals that do not address the required submission elements outlined in this RFP may be considered non-responsive and may not be evaluated. Submissions must include: • Proposed total project cost, with a breakdown by major phase or workstream. • Estimated project timeline and milestone structure. • Proposed Azure architecture and rationale. • Proposed approach to Tableau Cloud integration. • Proposed approach to source system classification. • Description of relevant experience designing SQL data models and implementing Tableau Cloud environments. • Experience with Azure hosted SQL database environments. • Experience integrating CRM, grant management, or similar operational systems. • Experience working with nonprofit organizations or organizations of a similar size, staffing, and data maturity. • Description of proposed approach to data validation, lineage, and quality assurance. • Description of security, access control, backup, and recovery approach. • Identification of project team members, their technical background and their roles. • At least one example of a comparable project, including references. Selected finalists may be asked to: • Demonstrate a similar completed project. • Walk through their proposed technical architecture. • Explain data integration and validation methods. • Provide clarification on assumptions included in their proposed cost. About the Latino Community Foundation of Colorado: The Latino Community Foundation of Colorado (LCFC) is a state-based 501(c)3 philanthropic foundation. We invest in nonprofit organizations, grassroots leaders, and bold ideas that spark systemic change and create pathways for community wellbeing. The Latino Community Foundation of Colorado is not an endowed foundation.

Monday.com Dashboard expert to assist with advanced dashboard details- percentages, totaling averages, etc...

Looking for someone to assist with framework and optimization of processes in Monday CRM. The task involves setting up frameworks and processes, indicating a need for organizational skills. Experience with CRM systems, specifically Monday CRM, is essential.