Professional Services: Let’s build together

Our analytics and AI experts help you plan, build, and run the data and AI systems your mission depends on.

Our expertise includes:

AI & Data Strategy

Data Engineering & Warehousing

Business Intelligence & Reporting

AI/ML/Advanced Analytics

Custom Application Development

How we work

Choose an engagement model that works for you

AI Strategy & Readiness

  • One-day AI readiness workshops and assessments
  • Eight-week AI data strategy and readiness engagements
  • Use case identification and prioritization
  • Working AI prototypes built on your own data
  • Governance and risk frameworks
  • 24 to 36 month AI roadmaps and executive readouts

Solution Development

  • Migrations
  • Data models
  • Dashboards and pre-built reporting packages
  • Custom applications
  • Predictive models and AI applications like Audience Builder
  • Identity resolution and data enhancements

Consulting Retainers

  • Dedicated data science and engineering hours
  • Sprint-by-sprint prioritization
  • Data pipeline development
  • Ad-hoc analysis and prototyping
  • Expertise in R, Python, dbt, and SQL

Training and Enablement

  • Training and technology enablement
  • Proactive monitoring and maintenance
  • Expert support and consulting
AI Services

Three ways to start with AI

Each one stands alone. Most teams start with a workshop and only go further once they have something worth building.

One day

AI Readiness Workshop

A working session with your data, IT, and program leads, on-site or remote, that turns a general interest in AI into a concrete, funded plan.

  • Live walkthrough of your CRM, warehouse, and exports
  • Governance and permissioning review
  • Readiness scorecard and a proof-of-concept on your governed data
  • Leadership-ready readout for a budget conversation
Eight weeks

AI Data Strategy & Readiness

The full engagement. We assess where you stand, build and test a prototype on your own data, and leave you with a sequenced plan and the governance to run it.

  • Stakeholder interviews and a systems and data inventory
  • Use case workshop, prioritized by impact and risk
  • A working prototype for one priority use case
  • Governance framework and a 24 to 36 month roadmap
After discovery

Implementation

Once you know what to build, our team productionizes it. Available as a project or through a consulting retainer.

  • Pipelines and data models behind the use case
  • Dashboards and reporting
  • Predictive models and AI applications
  • Enablement so your team can run it

What the eight weeks look like

Every phase ends in something you keep. Nothing waits until the end to become real.

Weeks 1 to 2

Discovery

Stakeholder interviews, a systems and data inventory, and your privacy constraints.

Current state assessment
Weeks 3 to 5

Use cases

A workshop to surface and rank candidates by impact and risk, then we build one.

Use case portfolio and a working prototype
Weeks 6 to 8

Roadmap

Governance framework, build versus buy guidance, and the sequence to follow.

24 to 36 month roadmap and executive readout

Where this tends to land for nonprofits

A sample of what comes out of the prioritization workshop. Yours will look different, which is the point of running one.

Dynamic audience builder
Executive weekly brief
Automated data collection and cleaning
On-demand funder report
Dashboard questions in plain language
Budget variance explanations
Program demand forecasting
High-volume unstructured text analysis
Built from this work

Check out Audience Builder

Describe the audience you want in plain language and it comes back as a campaign-ready list, governed by the permissions you already trust. It started as a prioritized use case and a prototype, exactly like the ones above.

See Audience Builder
Audience Builder pushing a 23,418 person audience to Meta Ads Manager

Get help from our team with the Civis Platform

Our team of data experts can get you up and running fast with Civis Platform by supporting your team with onboarding, training, and goal-oriented insight mining.

Talk to us
Who we work with

Built for mission-driven organizations

“Civis is always well-prepared and highly knowledgeable and seems to find a solution to every problem we have thrown at them, in addition to being kind and gracious and enjoyable to work with.”

Sarah Autry, Director of CRM Strategy, MSF-USA
Customer stories

What it looks like in production

Start with a 30-minute scoping conversation

We will align on the decision you need to make, confirm data access and stakeholders, and lock the week-by-week plan.