Provisio
Share
Provisio is the largest Salesforce consultancy focused solely on supporting organizations in the human service sector, including nonprofits and state and local governments.
07/17/2026
If you're planning a digital transformation, system migration, or AI pilot, your team needs to first ask these 4 questions:
1. Are workflows consistent and documented, or does everyone do things differently?
2. Do we know the outcomes we really want, or are we just hoarding data with no purpose?
3. Is data privacy clearly governed, or are we relying on unwritten rules?
4. When we save our team 5 hours a week, where does that extra time go?
Taking the time to answer questions like these will provide the clarity needed for true technology success. Otherwise, you're just automating chaos.
We're here to help you think about these things and take the right action to correct them: https://provisiopartners.com/get-started
Want to know the absolute worst place for human services organizations to start with AI? Automating that one incredibly annoying, painful task you and your team just don't want to do anymore.
It's tempting, but that task is a headache for a reason, and you first need to evaluate why. Because if it's already completely off the rails, slapping AI on it won't fix the root of the problem.
As Chief Strategy Officer Craig Maki explains, you always need to look at your upstream processes when considering where to use AI. Fix the source, and the symptoms take care of themselves.
We're here to help determine where that process breaks and fix it so we can make AI as impactful as possible for you. See how: https://provisiopartners.com/advisory-services
Stay tuned for more helpful AI readiness tips from the Changemaker Collaborative Chicago!
A lot of human services leaders are unsure about how you fund AI when traditional grant requirements are already so rigid. That's why we're launching a special 3-part mini-series focused entirely on how to modernize your funding strategy!
Joining us are 3 incredible guests to guide you through each stage of the funding cycle.
Episode 1: How to successfully position AI as a programmatic necessity in your budget, not just administrative costs.
Episode 2: How to navigate funder relationships and develop the goodwill necessary for securing support.
Episode 3: How to use data to prove impact, support your next AI funding request, and build a stronger case for sustainable technology investment.
Below is a snippet from Episode 1 with Chris Shue, a former nonprofit CFO who's now a financial adviser exclusively for nonprofits at Tereo Group.
We'll be dropping these exclusive conversations soon, so keep an eye out for how to listen!
07/14/2026
Which popular app was originally developed as an internal game-dev communications tool named Tiny Speck?
What exact technical phrase does the acronym "HTTP" stand for in website addresses?
What is the longest-running scripted prime-time television show in American history?
What is officially recognized as the smallest independent country in the world by land area?
These are just a few of the brain busters from Provisio's Trivia Ice Cream Social! As we gorged on a delicious sundae bar, we broke into teams and tested each other's knowledge of technology, entertainment, science, and geography.
The winning team got their own ice cream scoops and official office bragging rights.
Do you know the answers to any of these? Drop your responses in the comments. No web searching just because you're doing this remotely!
Want to join a team that drives real community change AND has fun? Check out our open roles. https://provisiopartners.com/careers
07/13/2026
Most human services organizations are sitting on a goldmine of data, but turning it into a story that funders and partners actually understand is a major hurdle. But through data visualization, you can turn 1s and 0s into charts, graphs, and maps that truly grab attention.
Our partner, the Chinese American Service League (CASL), has had tremendous success with data visualization with Tableau, and we're thrilled CASL's Alex Montgomery joined us for a candid conversation about HOW they pulled it off.
Hear directly from a fellow human services leader who's done the real work of a data visualization implementation. She covers it all, from preventing a hodgepodge of messy, mismatched data to building dashboards that serve real purpose. Stay tuned for more info on how to listen for yourself!
In the meantime, read more about CASL's story here: https://provisiopartners.com/content-hub-posts/casl-visualizing-health-information-and-promoting-change-with-salesforce-data?rq=casl
07/09/2026
Technology innovation is moving fast, and human services leaders shouldn't have to scramble to keep up. You deserve a consistent, reliable way to see every angle of how Salesforce can transform the way your organization operates.
That’s exactly why Senior Solutions Engineer Valerie Rogers is hosting recurring monthly webinars!
Here's what she has lined up for July:
July 21 at 12 PM CST | Fundraising
Whether you manage annual fundraising campaigns, major gift portfolios, or donor retention pipelines, you’ll walk away with a real plan to make your daily operations smoother and more impactful.
See modern data strategies to solve the biggest operational bottlenecks facing development teams today
In a live Salesforce demo, watch how to seamlessly move donors from stewardship back into cultivation, eliminate siloed data, and automatically log donor interactions.
July 21 at 12 PM CST | Fundraising Registration: https://docs.google.com/forms/d/e/1FAIpQLSdjHx9JQ_PyyrISUuFkM0nM6eaDajDHHH6yNqGTnJSZaGW_NA/viewform
July 29 at 1 PM CST | Housing
Designed specifically for leaders who want to streamline management of affordable housing programs, property portfolios, or tenant pipelines.
Look at modern data strategies to solve the most pressing operational bottlenecks facing the housing industry today.
In a live demo, see how Salesforce automates referral and intake pipelines, tracks properties, and manages compliance seamlessly.
July 29 at 1 PM CST | Housing Registration: https://docs.google.com/forms/d/e/1FAIpQLSeMoh7gGaCqLBTPqYtRaiX-gh0RW6uNSo5VqcnFuxH8n78tjw/viewform
Can't make it live? Register anyway, and we'll send you the full recording to watch on your own time.
That’s a wrap on our webinar about modernizing rental assistance for states and housing authorities!
Thank you to everyone who joined us and our partners at Carahsoft hosting. We had an incredible conversation diving into how housing agencies are using Salesforce to unify the entire rental assistance lifecycle in one compliant platform.
The result? Better experiences for residents and better data for reporting.
Upcoming: Senior Solution Engineer Valerie Rogers is launching a brand new monthly webinar for public sector housing agencies!
Want to dive further into the latest housing modernizations with Salesforce? DM us directly or drop a comment for details!
WATCH: "We need to deploy AI right now." But is your data actually ready for it?
Provisio’s Craig Maki shares a critical reality check for human services organizations. If you're already hesitating about the quality of your data, stop sprinting toward AI and take the time to identify the systemic problem upstream that's creating questionable data in the first place.
Because until you fix your broken processes, you aren't ready to automate them. We're here to identify the systemic cracks in the foundation and seal them up so you have a solid launchpad for AI.
How is your team validating your data foundation right now? Tell us in the comments.
07/06/2026
We're heading to Texas Dreamin' in Austin!
For human services organizations, this incredible community-led conference is a great opportunity to hear how the latest innovations at Salesforce can empower your mission.
If you’re attending on July 9 & 10, make sure to connect with our very own Thomas Horst, Director of Regional Development. He's excited to hear about what you're doing with Salesforce and share how we can further support you with data strategy, AI implementation, strategic planning, and more.
DM us or drop a comment if you'd like to set up a time to chat with Thomas on-site.
07/04/2026
Happy 4th of July! Today, we're happy to be celebrating America's 250th birthday with the people we love.
We remain incredibly grateful to partner every day with human services organizations making our country stronger and safer for everyone. Wishing you all a joyful and safe holiday!
Click here to claim your Sponsored Listing.
Category
Website
Address
325 N Wells Street, Suite 100
Chicago, IL
60654
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
