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    Operations & AI

    Technology that supports funding, reporting and service delivery.

    TekRoute helps mission-driven teams reduce manual work, create dependable reporting, and adopt AI in a responsible order—without adding disconnected tools.

    Systems & Reporting

    Create a dependable foundation for CRM, data quality, reporting, and program operations.

    Workflow Automation

    Reduce repeated manual work across intake, approvals, follow-up, and routine administration.

    Responsible AI Enablement

    Help your team use AI safely and usefully before committing to larger automation projects.

    Additional technology, website, and strategic support may be included where it is necessary to deliver the agreed outcome.

    The intake takes about two minutes. We reply with the clearest next step — no obligation.

    What another quarter of workarounds actually costs

    Three patterns we find in almost every operations review \u2014 and what each one costs week to week.

    Manual work quietly consumes payroll

    Re-keying data, chasing approvals by email, and rebuilding the same report every month turns skilled staff into copy-paste labour. That time is already paid for — it is just not going to the mission.

    Weak reporting slows every decision

    When numbers take a week to assemble and nobody fully trusts them, boards defer decisions and funders get partial answers. You end up managing on instinct instead of evidence.

    Disconnected systems create silent errors

    Separate CRM, finance, and program tools drift apart. Duplicate records, missed follow-ups, and stale contact data compound until someone discovers the gap at the worst possible moment.

    These costs are recurring, not one-time. Every month they run, they are paid again in staff hours, lost accuracy, and delayed decisions.

    What we do

    Eight engagements. One goal: an operation that runs.

    We don't sell packages by page count or hours. Each engagement below is scoped to a specific outcome. If your situation doesn't fit cleanly, we build a custom scope — or tell you honestly that we're not the right team.

    IT Strategy & Fractional CIO

    Executive-level technology direction without a full-time hire. We sit with your leadership, map where the organization is going, and build the roadmap — vendors, systems, spend, security — that gets you there.

    Outcomes

    • 12–24 month technology roadmap aligned to org strategy
    • Vendor and tool consolidation (usually 20–40% cost reduction)
    • Board-ready reporting on IT posture, risk, and spend
    • Ongoing advisory: monthly or quarterly cadence

    Engagement model

    Retainer or fixed strategic engagement

    Websites That Do a Job

    Not a brochure. A working system that qualifies leads, takes donations, books meetings, or manages memberships — designed and built to move a specific number your organization cares about.

    Outcomes

    • Conversion-focused architecture, not template design
    • Accessibility (WCAG 2.1 AA) and Core Web Vitals built in
    • Integrated with your CRM, donation platform, and analytics
    • Editable by your team without touching code

    Engagement model

    Fixed-scope project, typically 4–10 weeks

    CRM & Operations Buildout

    The system your team actually uses. We implement, configure and integrate CRMs (Salesforce NPSP, HubSpot, Keela) so donor data, program data, and reporting live in one place — then we train your staff to run it.

    Outcomes

    • One source of truth for donors, members, or clients
    • Automated intake, receipting, and follow-up
    • Reporting that a board or funder can read at a glance
    • Staff trained and documentation left behind

    Engagement model

    Fixed-scope buildout with optional support retainer

    AI + Automation for Internal Operations

    We look at where your team wastes hours, then build automation and AI tooling — intake triage, document drafting, reporting, internal knowledge assistants — that give those hours back without adding headcount.

    Outcomes

    • Hours saved per week, measured before and after
    • Practical AI tools your team will actually use
    • Guardrails, data governance, and privacy built in
    • No shiny-object experiments — automation with clear ROI

    Engagement model

    Scoped pilot, then production rollout

    Cybersecurity & Compliance

    From posture assessment to remediation. We identify where you are exposed — accounts, endpoints, vendors, policy gaps — and close the gap to a level appropriate for your funders, regulators, and insurance carrier.

    Outcomes

    • Independent security posture assessment
    • MFA, endpoint, and access remediation
    • Written policies aligned to funder / regulator requirements
    • Incident response plan you can actually execute

    Engagement model

    Assessment first, then remediation retainer or project

    Grant-Aligned Technology Planning

    Funders increasingly ask what your technology plan is, what data you can produce, and how you will report on outcomes. We build the technology narrative and the actual systems that back it up — so your applications are stronger and your reporting is easier.

    Outcomes

    • Technology plan written in funder language
    • Data infrastructure to produce the metrics you promised
    • Reporting workflows that survive staff turnover
    • Alignment with existing programs (7-Figure Blueprint, Readiness Audit)

    Engagement model

    Scoped alongside or after a Grant Readiness Audit

    Nonprofit Technology Support

    For organizations that need a technology partner, not another vendor. Ongoing IT support sized for nonprofits — cloud administration (Microsoft 365, Google Workspace), user support, patching, backups, vendor management.

    Outcomes

    • Predictable monthly cost, no surprise invoicing
    • One point of contact for anything tech
    • Documented environment your board can understand
    • Onboarding / offboarding handled cleanly

    Engagement model

    Monthly managed support retainer

    Digital Transformation Programs

    For organizations rebuilding operations from the ground up. Multi-phase engagements that combine strategy, systems, staff enablement, and change management — the version most consultancies don't finish.

    Outcomes

    • End-to-end program: strategy → systems → adoption
    • Change management and staff enablement built in
    • Executive sponsor rhythm and governance
    • A working operation at the end, not a slide deck

    Engagement model

    Multi-phase strategic engagement

    How engagements actually run

    Four steps. No mystery.

    01

    Strategy call

    30 minutes. We listen, ask hard questions, and tell you whether this is a fit before you spend anything.

    02

    Scoped proposal

    Fixed scope, fixed price, clear deliverables. No 'time and materials' surprises.

    03

    Build and integrate

    We do the work. Weekly checkpoints. You see progress, not slide decks.

    04

    Handover and support

    Trained team, written documentation, and optional ongoing support. You own what we build.

    Investment ranges

    What engagements typically cost

    Ranges — not menus. Real quotes come after a strategy call, once we understand the scope.

    $2,500 – $5,000

    Small, single-scope project

    Focused audits, single-page conversion work, tight CRM cleanups, short strategy engagements.

    $5,000 – $15,000

    Focused engagement

    Nonprofit websites, single-system CRM buildouts, cybersecurity assessments with remediation.

    $15,000 – $50,000

    Full buildout

    Websites + CRM + integrations, AI/automation programs, digital transformation Phase 1.

    $50,000+

    Strategic / multi-phase

    Fractional CIO retainers, full transformation programs, multi-quarter rebuilds.

    Under $2,500? Start with a self-serve resource.

    The 7-Figure Grant Blueprint ($97) and the Grant Readiness Audit ($497) deliver measurable value at those price points. Custom engagement isn't the right tool for every job.

    Portfolio

    Work we've shipped

    Real engagements, real outcomes.

    Indigenous Wellness Training Society (IWTS) logo
    View Case StudyVisit Site ↗
    Website DevelopmentIndigenous Services

    Multi-Functional Training Platform

    Indigenous Wellness Training Society (IWTS)

    Key Result+300%
    Canadian Disability Resources Society (CDRS) logo
    View Case StudyVisit Site ↗
    Website DevelopmentNon-Profit / Healthcare

    Accessible Website Redesign

    Canadian Disability Resources Society (CDRS)

    Key Result+300%
    Love Alive Restorative Arts & Therapy logo
    View Case StudyVisit Site ↗
    Website DevelopmentHealth & Wellness

    Web Presence Revamp

    Love Alive Restorative Arts & Therapy

    Key Result+300%
    JD Associates logo
    View Case StudyVisit Site ↗
    IT TransformationProfessional Services

    Full-Scale Kajabi Development

    JD Associates

    Key Result+380%
    Aboriginal Front Door Society logo
    View Case StudyVisit Site ↗
    Website DevelopmentIndigenous Services

    Community Services Digital Transformation

    Aboriginal Front Door Society

    Key Result+300%
    My Healing Forest logo
    View Case StudyVisit Site ↗
    Website DevelopmentIndigenous Wellness

    Wellness Platform & Digital Presence

    My Healing Forest

    Key Result+383%
    Sweetgrass Clan logo
    Seed Grants Secured
    View Case StudyVisit Site ↗
    Grant WritingIndigenous Services

    From Idea to Incorporated & Funded

    Sweetgrass Clan

    Key ResultLegal entity established

    Ready to be our next success story?

    Start Your Project

    Common questions

    What operators ask before we start.

    Still have questions?

    Book a free strategy call

    Start with the issue creating the most pressure today.

    Tell us whether the challenge is funding, reporting, systems or staff workload. Your request goes to Sean directly, with a reply within one business day.

    Book a free strategy call →
    Based in
    Vancouver Island & Vancouver, BC

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    Preferred next step

    Answered by a senior lead, not a bot.

    Ready for a clearer path?

    30 minutes · No obligation

    Book a free strategy call