Operations consulting
We start by understanding how your organization actually runs... where the friction is, where effort gets duplicated, where the handoffs break. The honest diagnosis before anyone touches a tool.
Diagnosis · advisory · roadmap
Operations & process consulting
Less time on admin.More time on mission.
Doorpost Solutions is an operations and process consultancy. We find where your organization loses time... the manual workarounds, the data living in five places, the steps no one remembers the reason for. Then we redesign how the work flows, so your team gets back to what only they can do.
Spend 20 minutes with me. Walk away with one fixable bottleneck. No pitch, no obligation.
Sound familiar?
Every growing organization pays a quiet tax.
It rarely shows up as a line item. It shows up as late nights, duplicated work, and reports nobody fully trusts.
Your team keys the same information into three different systems.
The monthly report takes three days and a small miracle.
Approvals sit in someone’s inbox for days because no one’s sure whose turn it is.
You inherited a Salesforce org nobody on staff understands.
An audit or grant deadline is coming, and the records live in someone’s inbox.
One person knows how everything works... and they’re thinking about leaving.
If you nodded at even one of these, that’s exactly where we start.
What we do
Operations and process, first.
We’re an operations and process consultancy. We find what’s slowing your organization down and redesign how the work flows. Salesforce is our specialty, and often how clients first find us, but the goal is always the same: less time lost to admin, more time on the work that matters.
Process improvement
We map the workflows that eat your week, cut the steps that don’t earn their place, and redesign around how the work actually needs to flow, not how it accidentally ended up.
Workflow design · simplification
Automation
The manual, repetitive steps that quietly drain your team, mapped and automated. Fewer clicks, fewer errors, far less re-keying the same data into three different places.
Automation · integration
Salesforce & CRM
Our specialty platform. Sales, Service, and Nonprofit Cloud, plus the Case Management package. Built to fit your operation, documented, and handed off. Never a black box only we can open.
NPC · Case Management · Sales/Service Cloud
Systems & data
Getting your tools to actually talk to each other. Migrations, integrations, and clean data in one place your team can trust, instead of five versions of the truth.
Migrations · integrations · data
Training & handoff
Your team learns to run what we build. Real documentation and real training, so the system belongs to you, not to a consultant you can never quite let go of.
Enablement · documentation
How it works
Four steps. No surprises.
Every engagement starts with a 20-minute call and one honest question: where’s the friction?
- Diagnose
A 20-minute call.
We find one bottleneck you can fix, and tell you honestly whether we’re a fit. If we’re not, we’ll point you somewhere better. No pitch.
- Design
A focused assessment.
We map where you are, where you need to be, and what’s in the way, then hand you a written plan with a fixed price. Yours to act on with us or without us.
- Build
The work, in weekly steps.
We build in a safe copy first, never straight onto your live system, and you see real progress every week. No surprise invoices, no “we’ll fix that later.”
- Hand off
Your team takes the wheel.
You get documentation and training so your team can run it without us. Want ongoing help? There’s an optional retainer, but only if you want it.
We lead with this one because it’s the hardest version of the job. If we can hold this standard for a small nonprofit handling life-safety data, we can hold it for your organization.
Shelter From The Storm provides emergency housing and advocacy for survivors and their families in northern Indiana. The work touched nearly every process they run... client intake, case management, federal grant reporting, digitized records, and staff training. Not a single tool. The way the whole organization operates.
The centerpiece was a Salesforce build on Nonprofit Cloud and the Case Management package, with confidentiality engineered at the field level, so even staff with broad access can’t see what their role shouldn’t. Audit trails capture not just who changed a record, but who viewed it. And the data maps cleanly to the federal formats funders require, without making caseworkers think about reporting while they’re doing direct service.
Around that core, we tightened the operations that surround it... digitized records, streamlined intake and reporting processes, a confidentiality policy with proper electronic-records handling, and hands-on training so the staff, none of them developers, run the whole system themselves.
It’s live today. Reporting that used to take days runs in minutes. The compliance posture is documented and audit-ready. And it was handed off with the training and source control the organization needs to keep it running for years.
“Confidentiality isn’t a setting. It’s an architecture.”Project principle
Who this is for
Different organizations. The same need.
We work with organizations that have outgrown what they’re using. The common thread isn’t the industry. It’s the need for systems that fit how the work actually happens.
Small & mid-size businesses
Customer tracking, sales pipelines, operations workflows, and data systems that scale with you instead of fighting you.
Nonprofits & mission-driven orgs
Program management, donor stewardship, grant reporting, case management, and the compliance-aware data funders expect.
Faith-based organizations
Member engagement, volunteer coordination, events, giving and stewardship workflows your staff can actually run.
Professional service firms
Client and matter tracking, time and billing, document organization, all built around how your firm really delivers work.
Schools & educational programs
Student and family records, program tracking, communications, and alumni and donor engagement in one place.
Associations & membership orgs
Members, events, dues, certifications, and communications consolidated into a system your team and board both trust.
About
Built by one architect, on purpose.
I’m Daniel Stephens, founder of Doorpost Solutions. I do one kind of work, and I do it well: I find where organizations lose time and rebuild the way they operate so the real work can move. I’m a systems and process architect, not a button-pusher for hire. Installing software is the easy part. What makes a system actually last is the work around it: the diagnosis and design before anyone builds anything, and the documentation and training once it’s done. That’s where I spend my time.
I work alone, on purpose. No offshore team, no junior staff billing hours against your project. From North Webster, Indiana, I work with clients across the Midwest in person and the rest of the country remotely, and the person who scopes your project is the same one who designs it, builds it, documents it, and hands it off. That’s the kind of accountability I’d want from anyone I hired for work that mattered.
Here’s what I believe. The systems a team runs on are easy to ignore, right up until they break. When they work, nobody thinks about them and the real work just moves. When they don’t, every small task turns into a fight, and most teams have been quietly losing that fight for years. You deserve a partner who takes it as seriously as you do.
The name comes from Deuteronomy 6, where families mark what they hold sacred on the doorposts of their homes... the threshold, where the foundational things get inscribed. Look closely at the logo and you’ll see a single gold line down the right post. That’s the golden rule, and it’s a plumb line: the tool that tells a builder whether something is truly straight. It stands for meeting every client with the same honesty and integrity I’d expect in return. That’s built into the foundation of who I am, and into the work we do here.
Questions
Before you book.
The things people usually want to know before that first call. If yours isn’t here, just ask me on the call.
What does it cost?
The 20-minute call is free. The assessment is also free if you decide not to move forward... you keep the written plan either way. If you do proceed to a contract, the assessment is about $100, credited toward the engagement. Build work is scoped and quoted before it starts. No hourly meter running in the background, no surprise invoices.
How long does it take?
It depends on what you’re fixing, and the assessment is where we answer that honestly. You’ll have a plan and a timeline in writing before anyone builds a thing. Most work runs in weekly sprints with a demo every week, so you always know exactly where it stands.
We already started with someone, or inherited a system nobody understands. Can you still help?
That’s a good share of the work I do. I take what exists, figure out what’s worth keeping, and rebuild what isn’t. You don’t have to throw out what you’ve already paid for, and nobody’s going to judge you for the state it’s in. Most of these messes are completely normal.
We’re a business, not a nonprofit. Is this for us?
Yes. The nonprofit work is one specialty, not the whole practice, and Salesforce is just my strongest tool, not the only one. The core is operations and process, and that’s the same problem whether you’re a 15-person manufacturer, a law firm, or a church. Different industry, same need: systems that fit how you actually work.
Is our data safe?
I treat it that way by default. My anchor project is a domestic violence shelter, where confidentiality is a safety issue, not a checkbox. I build with real access controls and audit trails, and I work sandbox-first so nothing goes live untested. Your data gets handled like it matters, because it does.
When you’re done, are we stuck with you?
The opposite. I build for your independence. You get documentation and training so your own team can run the system without me. If you want ongoing support there’s an optional retainer, but it’s a choice you make, never a leash.
Let’s find the friction
Where’s the bottleneck?
Spend 20 minutes with me. We’ll find one bottleneck you can fix, whether or not you ever hire me. No pitch, no obligation.