Data Conversion Contractor

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 similar
• project 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.
• ● Technical Proficiency: Contractors must self-assess and report their level of proficiency in the
• following technologies using a scale of 1 (no experience) to 5 (highly proficient):
• ○ Apricot (Bonterra)
• ○ Microsoft Excel
• ○ Google Sheets
• ○ AWS
• ○ SQL/SOQL
• ○ Salesforce
• ○ FormAssembly
• ○ Monday.com
• ○ Asana
• ● Budget Proposal: Provide a cost estimate for services, including an hourly rate and a high-level
• estimate for project execution for the project outlined above.
• ● 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].