PROPELLER OVERVIEW
Propeller: A Force for Social Innovation is a 501c3 nonprofit dedicated to supporting social innovation in New Orleans. Our mission is to grow and support entrepreneurs to tackle social and environmental disparities. We envision an inclusive and thriving entrepreneurial ecosystem in New Orleans that responds to community needs and creates the conditions for an equitable future. Through our coworking facility, programming, and services, we provide entrepreneurs with critical support in accessing capital, scaling their businesses, and securing contracts that open doors to new opportunities.
PROJECT OVERVIEW
Propeller is adopting a new Customer Relationship Management (CRM) software in 2026 to strengthen our data collection and impact storytelling initiatives. The contractor will provide critical support during the transition from our current system to the new platform, while also supporting ongoing data collection projects so evaluation work continues without interruption. A qualified contractor will be proficient in data entry and consolidation, Excel, spreadsheets, Salesforce and Google Workspace, and with Asana and monday.com.
SCOPE OF WORK
CRM Software Transition and Onboarding
An experienced data solutions expert will consolidate data from multiple sources and formats into import-ready files for the new CRM. Source systems include Google Sheets, Google Forms, FormAssembly (CSV exports), Salesforce and various CSV/Excel files. All files and/or file links will be pulled into a single shared folder. Salesforce data will be exported separately and then combined with the other source files.
Tasks include:
● Data extraction from Salesforce
● Field matching across data sources (in coordination with Propeller team)
● Field mapping to new CRM (in coordination with Propeller team and CRM provider)
● Data migration into new CRM
● Data collection tools and database customization (in conjunction with the CRM provider
● Data migration troubleshooting, as needed
● Test environment creation
● Support staff training on CRM tools and the database
● Perform data quality control throughout migration/implementation process
● Attend CRM implementation team meetings
● Interface with software company, as needed
Required skills: CRM experience with Apricot Bonterra or similar software, monday.com or similarnproject management software, Google Sheets, Excel, Salesforce DataLoader.
PROJECT TIMELINE AND DETAILS
● Proposal Released: May 11, 2026
● Proposals Due: June 22, 2026
● Estimated Project Timeline: June 1, 2026 - November 30, 2026
○ Kickoff Meeting: week of June 1, 2026
BUDGET
We anticipate that this project will not exceed $20,000. Please see the Budget Proposal under Proposal Submission for submission information.
PROPOSAL SUBMISSION REQUIREMENTS
Response Deadline: June 14, 2026
Proposal Directions: Respond via our website presenting the following information:
● Cover Letter: Briefly introduce your organization or expertise and interest in the project, cover letters should be addressed to Melissa Tyler, Director of Advancement.
● Data Strategy and Approach: Based on the Scope of Work outlined above contractors must outline a comprehensive approach to data cleansing, validation, and migration. Proposals should include methodologies, timelines, risk areas and any assumptions. Specify any hardware or software required or recommended to execute the proposed strategy.
● Confidentiality and Privacy: All contractors must adhere to strict confidentiality standards. The selected contractor will be required to sign a Non-Disclosure Agreement (NDA) prior to engagement and demonstrate the ability to safeguard sensitive client data throughout the project lifecycle.
● Quality Assurance: Proposals must include a defined quality assurance (QA) process. Describe how data accuracy and integrity will be verified during and after migration. Contractors must provide access to files for periodic QA checks, including random sampling of data points.
● Data Security Protocols: Contractors must detail the security measures in place to protect sensitive data, including network security, data storage, and access controls. Contractors are prohibited from working on unsecured or public networks (e.g., coffee shops, libraries) while handling project data.
● Communication and Client Management: Proposals should demonstrate the contractor’s customer service approach and communication practices, including responsiveness, project updates, issue resolution, and experience working collaboratively with stakeholders.
Relevant Experience: Provide examples of similar work completed, preferably for organizations supporting entrepreneurship or economic development.
● Team & Qualifications: List key personnel involved and their relevant expertise.
● Timeline & Work Plan: Suggested schedule for project milestones.
● References: Provide three references for relevant and comparable projects. Include name,
company name (if applicable), email address, and phone number
For any questions or clarifications, please contact Melissa Tyler, Director of Advancement, at [email protected].
Please apply via our website: https://gopropeller.tfaforms.net//274
Pay: Up to $20,000.00 per year
Work Location: Remote
