Impact Aligned LLC

Founder

Treehouse Technology Group

Vice President of Solutions 

Solutions Architect

Ieso Digital Health

Business Transformation Manager

EthosWell

EthosWell was acquired by SimplaFYI in November 2017.

Accenture

IT Strategy Management Consultant

GE Aviation

Contracts Management Leadership Program

BostInnovation.com

Conducted interviews with local entrepreneurs, venture capitalists, and angel investors to provide insight on Boston's technology and innovation sector.

VC Bijan Sabet on Seed Programs and Why Startups Should “Go for it”
http://bostinno.streetwise.co/2010/03/23/vc-bijan-sabet-on-seed-programs-and-why-startups-should-go-for-it/

Nothing Great Is Built In A Vacuum: Q&A with Adam Marchick from Bain Capital
http://bostinno.streetwise.co/2010/03/16/nothing-great-is-built-in-a-vacuum-qa-with-adam-marchick-from-bain-capital/

TechStars: Bootcamp for Boston Start-Ups
http://bostinno.streetwise.co/2010/01/19/techstars-bootcamp-for-boston-start-ups/

RacePoint Capital Group Merges With LaunchPad Venture Group
http://bostinno.streetwise.co/2010/12/08/racepoint-capital-group-merges-with-launchpad-venture-group/

Local Startup Pioneers Future Gifting: Interview with GiftsOnTime CEO
http://bostinno.streetwise.co/2010/09/25/local-startup-pioneers-future-gifting-interview-with-giftsontime-ceo/

The Secret Sauce to Inc. Mag’s Boston Companies feat. Carbonite & Gazelle
http://bostinno.streetwise.co/2010/08/25/the-secret-sauce-to-inc-mag%E2%80%99s-boston-companies-feat-carbonite-gazelle/

Christopher Mirabile of Race Point Demystifies Angel Investing
http://bostinno.streetwise.co/2010/08/18/christopher-mirabile-of-race-point-demystifies-angel-investing/

Venture Café Planning to Serve Up a Brand New Spot for Startupers to Meet and Mingle
http://bostinno.streetwise.co/2010/08/06/venture-cafe-planning-to-serve-up-a-brand-new-spot-for-startupers-to-meet-and-mingle/

Kate Castle: Flybridge Capital’s Marketing Pinch Hitter
http://bostinno.streetwise.co/2010/04/29/kate-castle-flybridge-capitals-marketing-pinch-hitter/

Got an iPhone App Idea? Appswell Just Might Buy It
http://bostinno.streetwise.co/2010/01/26/got-an-iphone-app-idea-appswell-just-might-buy-it/

Contributing Writer

Gelfand, Rennert & Feldman

Royalties Analyst

UBP Asset Management

Institutional Sales

University of Michigan - Office of Technology Transfer

Business Development Summer Associate

• Solutions-driven leader with 13 years of experience at the crossroads of strategy, technology, data, and growth.

• Track record of advising cross-functional executive teams on developing strategies, making data-driven
decisions, and implementing measurement systems to enhance organizational performance.

• Demonstrated success collaborating cross-functionally, aligning resources, and navigating market dynamics to drive strategic vision, spur product innovation, and roll out transformative solutions.

• Experienced business and data analyst skilled at organizational and technology transformation initiatives.

• Excels at the complete product lifecycle, from requirements analysis and strategic planning to innovative design, successful delivery, and responsive user feedback integration.

Sarah Merion

The Human Stack

In 2022, I transitioned from managing a seven-figure consulting firm in the Salesforce Ecosystem to founding The Human Stack, dedicated to building organizational capacity for social impact through human empowerment. As an international keynote speaker, I have delivered impactful sessions across various countries, empowering professionals and advising leading social impact companies like Microsoft and Salesforce. My commitment to making a difference ensures a focus on empowering people, not just technology.

Key Initiatives: 
- Digital Health Diagnostic: A service giving an early alert system  to organizations that tech problems aren't skin deep. 
- Digital Health Quiz: Developed 6 Digital Health Vitals to improve digital health. 
- Managed Success: a service that makes sure digital transformation isn't left to chance. 
- The Human Stack Academy: Upskilling humans at scale. 

Academy Courses: 
- Digital Driver's Ed: training internal staff to be information systems manager.
- AI For Anyone: entry level AI training in 60 mins. 
- Data 101: understanding how data and information work.

Chief Executive Officer

NameCoach

Assisting in advising to Namecoach CEO and staff about product and market fit in the nonprofit space and platform approaches to Higher Education and Nonprofits which included collaboration from other experts from my team.

Advisory Board Member

Now It Matters

Certified Salesforce Administrator, Salesforce Sales Cloud Consultant, and Force.com Developer.
Established a Salesforce Foundation Alliance consulting practice which has gained national recognition.
Grew Now IT Matters from a single consultant to a small consulting firm in 2.5 years. 
Created organizational environment that highlight client relationships, staff personal and professional development, with sustainable double bottom line metrics. 
Effectively developed and leads management team. 
Established implementation process to ensure best practices in client and project management. (See "How Projects Work" glossary. 
Developed "Flight Plan" product and coined the phrase "Salesforce for non-profits is like a free 747 that doesn't come with pilots, mechanics, or a flight crew."
Developed "Assisted Admin" product to help clients with ongoing maintenance. 
Developed "Ongoing Support" product to help clients with one-off issues.
Led team that has completed over 60 successful client projects with a 9.5 AppExchange satisfaction rating.
Positioned NiM to be named one of the 20 Most Promising Salesforce Solutions Providers for 2014 and an Impact Sponsoring Partner of the Foundation.

CEO | Founder

Pond | joinpond.com

Church Resource Ministries

Researched and tested over 20 system options with senior leadership at Church Resource Ministries before determining that Salesforce would be the best enterprise solution for our data and information systems. 

Implemented and updated Non-Profit Starter Pack
Worked with Consultant to establish basic data structure and security matrix
Created application and reference system and workflow
Trained and developed system administrator
Trained and managed user adoption
Negotiated special pricing Salesforce Foundation (in collaboration with Force By Design, our consultants)
Transfered over 800 staff profiles
Created an online budgeting system with conditional approvals for tax provisions
Established and implemented case tracking system for donor and staff support
Researched and established various required 3rd party applications
Worked with consultant to create a report of findings for all required business logic
Created an internal HR package to track current positions, past positions, and stages of employment
Established online document and collaboration systems within salesforce and google apps

Salesforce Applications Architect

InnerCHANGE

A position on the Horizons team of InnerCHANGE, this position took the vision and direction of the team and operationalized them.

Established  key networks with campuses, organizations, and groups

Developed a comprehensive approach to adding staff to existing teams

Partnered with existing organizations to host internships

Co-Created a 40 day internship program called summerXchange
- Developed all necessary infrastructure: leaders handbook, field guide book, finance routines, event hosting, ticket purchasing, etc
- Recruited, trained and coached leaders in other locations
- Deployed over 50 interns to global locations including: South Africa, Guatemala, Los Angeles, Boston, Miami, Venezuela, San Francisco, and Denver

Traveled to International locations to learn from, coach, and participate in new team launches.

Coordinator of New Initiatives

ReIMAGINE

Extended vision and explored ways to increase organizational capacity.

Board Member

CEO - The Human Stack Thought Learner | Digital Transformation Trainer | Nonprofit Technology Expert & Advisor| Keynote Speaker | Tech Consulting @CEO of The Human Stack

Nonprofits of all sizes using all types of tech approach me:  human services, health, associations, community foundations, even consultants and product companies!

And they’re frustrated, stuck, angry, overwhelmed, even traumatized… by tech.
Yes TECHNOLOGY.

Sometimes it’s organizational inefficiencies, or burnout from implementing heavy list systems like CRM’s or ERPs, or relational dynamics of change, or tech projects that have eaten several years worth of budget.

They have tried all sorts of things like:
Hiring consultants and making RFPs
Implementing CRM’s (sometimes multiple times)
Sending staff to tech accelerators and bootcamps
Spending hours and hours to get data to improve (in just one report)
Getting a strategic coach and going to product trainings and webinars
Getting training for everyone (which makes sense, but can make things worse)
Asking around to see what the best tech is (there is no magic bullet tech stack)

No shame or shade from me. Nonprofits don’t want to burn staff out or waste time and money.
And they don’t want to bring that stress home, but it’s inevitable.

I’ve seen nonprofits spend 6 figures trying to fix bad systems only to find themselves in the same situation 18 months later, overwhelmed, burned out, and explaining things to the board.

The truth is… it doesn’t have to be that way if nonprofits took a different approach.

Because it’s not nonprofits with the best tech who are succeeding, it’s the ones who focus on humans instead of tech.

There are 2 roles, 4 core skills, and 6 vital elements of digital health that all organizations must engage in order to see success with systems!

When these roles, skills, and vitals are in place organizations can
   ✔ Massively increase organizational efficiency
   ✔ Create impact reports that show impact with data and insight
   ✔ Determine if you have the right systems in place
   ✔ Empower staff by learning skills that move your nonprofit forward
   ✔ Maximize fundraising data and information

Basically help your nonprofit get to a place where tech works for you instead of fighting with it all the time. It’s POSSIBLE!

And the best part?
Focusing on humans instead of tech is less expensive, more effective, and values aligned.

My work has helped nonprofit organizations of all sizes
Resolve 3 years of CRM PAIN AND SUFFERING in a matter of months
Transform accidental techies who were overwhelmed by tech into confident tech professionals
Rewire executive teams in hours with my Digital Health Diagnostic.

Let’s schedule a call!
https://thehumanstack.com/meetings/timlockie/thehumanstack

Tim Lockie

Great post by  Woodrow Rosenbaum (see link in comments) about who wins when it comes to GivingTuesday.

The Human Stack #givingtuesday

Human Centric Tech and AI Expert On a mission to empower individuals and enable teams to scale with AI. Follow and learn AI with me!

taplio

The Battle

Sarah Merion

Tim Lockie

Followers

Posts

Engagements

Likes

Performance ScoreTim Lockie's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Sarah Merion

Tim Lockie

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Tim Lockie's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreTim Lockie's LinkedIn Performance