Your Provisio Team

Leadership

Travis is a prior military executive with a demonstrated history of working in the information technology and services industry. He is a passionate leader who demonstrates best by example, character, and vision while serving Provisio team members, clients, and partners.

At his core, Travis is a lifelong learner and consultant with an enthusiastic approach to addressing challenges in our communities through creative solutions that connect the Public sector and Nonprofits related to Human Services.

Before founding Provisio, Travis enjoyed the last two decades working with mission-driven clients to address their unique challenges. He has remained focused on servant leadership, whether directly consulting, providing executive oversight, or leading organizations. Travis began his professional career as an Air Traffic Controller in the United States Air Force.

When not traveling for work or pleasure, Travis can be found working in the yard, enjoying 18 holes, bird-watching, and spending time with his whacky family.

As the Chief Innovation Officer, Erica works with organizations to build a vision of the possible on the Salesforce platform and ensures that our team executes on that vision. She has architected solutions for dozens of human services organizations across many program areas. Erica earned a BS in Computer Engineering from the University of Illinois and has experience with numerous technology platforms. She is a certified Application Architect and is 10x Salesforce certified. She lives in downtown Chicago and enjoys traveling, cooking and great restaurants. She worked as a school librarian for several years and is always ready with a book recommendation.
Kim leads the Delivery Team in the execution of successful projects that are on time and on budget. She has over 15 years of experience leading teams within the Public and Nonprofit sectors to achieve results through continuous innovation, organizational growth, and outcomes measurement. Kim is a driver of strategy and is passionate about Human Service’s Policy and the role that data can have in driving long-term change. Kim loves working as a Thought Partner with organizations across the country to determine how they can leverage Salesforce to best serve their constituents. Kim graduated Magna Cum Laude from Valparaiso University. She lives in Chicago with her husband and two sons, where they enjoy spending time watching Chicago Cubs baseball.
As the Chief Financial Officer, Frank is responsible for overseeing Provisio’s fiscal functions and developing and evaluating strategic initiatives. Frank is an experienced strategist with a passion for growing businesses and challenging the status quo. He is an accomplished finance and chief executive with many years’ experience leading both nonprofit and private organizations to successful growth through strategic business innovation. Frank has 17 years of experience in nonprofit executive leadership helping struggling agencies leverage technology to complement their business plans for success. As a nonprofit executive, several years ago, Frank implemented Salesforce technology to help transform case management for developmentally disabled individuals. He received his Master of Arts in Organizational Leadership and used it to help promote empowerment and leadership for staff that turned around two struggling nonprofit agencies. He considers himself a constant learner to improve himself or learn about new resources. Frank likes to practice Vipassana Meditation, enjoy his family, travel to new destinations, and cheer for the Cubs.
Julie Strand comes to Provisio Partners with over 20 years of Sales and Business Development experience, with the last 11 years focused on the nonprofit sector. Julie started her nonprofit experience as a VP, Development for Junior Achievement. Interested in supporting missions across all nonprofit sub-verticals, Julie joined Salesforce.org where she had the opportunity to work with all sizes and types of organizations. During her time at Salesforce.org, she specialized in working with Human Service and International Development organizations. She is joining Provisio from Splunk after building a nonprofit sales vertical focused on the security and IT operational needs of nonprofit organizations. Julie is passionate about ensuring nonprofit organizations have the right technology and resources in place to help drive donation growth, manage programs efficiently, and accomplish their missions.

As the Chief Strategy Officer for Provisio, Craig is passionate about working at the intersection of social work and technology to help those in need – the discovery of transformational impact. Craig’s hope is to bring more dignity, honor, and respect to the way we serve people. If we use the technology right, we don’t have to have people retell terrible circumstances that brought them in the door.

He is an experienced social worker who started his career working in residential care, substance treatment, and schools, and most recently served as Chief Executive Officer at a large multi-ethnic/multi-program human services organization in Chicago. He strives to provide opportunities for people who want to change their lives. With technology, it’s possible to build and deliver an integrated network of services that can make a real difference for individuals and families. 

Craig received his Doctorate in Education from National-Louis University, Master’s in Social Work from the University of Illinois at Chicago, and his undergraduate degree from Hope College. Craig loves being in and on the water with his wife, daughter, and dogs. When not dockside, the Maki family can be found running around the north side of Chicago where they reside. 

Sales

Thomas comes to Provisio Partners from the Nonprofit/Health and Human Services (HHS) industry. His experience having had multiple roles within a large, $320M+ operating budget, multi-services Nonprofit organization delivering 70+ programs in 6 different states as a Project Manager and Data Evaluation/CQI (Continuous Quality Improvement) specialist, has helped Thomas understand the unique challenges his customers face and how to best leverage data management technology to help them achieve their mission. Most important to Thomas, however, is his burning desire to “pay it forward” in Life. His passion for listening to his customers’ needs and goals and helping them in designing, creating and implementing solutions – having walked a mile in their shoes – has been a key factor in the success of his implementation projects and in forming long-term relationships with his clients. When not engaged in trying to make the world a better place employing Salesforce.org solutions, you will find Thomas on a beach in Mexico, attending a Modern Home Architecture tour, walking or kayaking on Austin’s Town Lake, fly fishing in Montana or Colorado, trying out the delicacies at a new restaurant or food truck, trying to Salsa dance, running with the bulls and listening to Flamenco guitar in Pamplona, Spain or shopping for shoes with his wife and two daughters.
Pete comes to Provisio with over ten years of consulting experience. His role is to assess clients’ needs and utilize our technology solutions to enable human service organizations to better serve their constituents. Pete was originally exposed to Salesforce during an implementation with his employer and fell in love with the power of Salesforce! Pete resides in the south suburbs of Chicago where he enjoys time with his family. His hobbies include cooking as well as trying out different workouts to stay active.
Amy is a Solutions Consultant at Provisio Partners. Amy has a diverse background in volunteer management, fundraising, sports, events, business development, sponsorship, marketing, and community relations at the local, national and international level. Prior to Provisio Partners, her career included work with the Detroit Tigers, the Make-A-Wish Foundation of Michigan, Kforce Professional Staffing, Chicago 2016, the non-profit organization in charge of Chicago’s bid to host the Olympic and Paralympic Games, World Sport Chicago and Up2Us Sports. With more than 12 years in the nonprofit sector Amy intimately understands both the opportunities and challenges organizations face. She is passionate about leveraging the power of Salesforce along with Provisio Partners’ Human Services expertise to drive organizations’ mission forward and help them better tell their impact story to funders. When not working Amy loves fitness, sports, outdoor adventures, travel, community service, and creating memories with friends and family.
Alec is a Solutions Consultant for Provisio Partners, working in conjunction with both Sales and Marketing to help generate new business for the firm. His previous work experience includes roles involving customer support, event management, and hospitality services. Alec graduated from Marquette University in 2019 with a degree in both Marketing and Finance from the College of Business Administration. At Marquette, he participated in various clubs and organizations including Marquette Radio where he co-hosted a weekly sports talk show. During his free time Alec enjoys spending time with family and friends, enjoying the Chicago lakefront, or hitting the links for a round of golf. As a Wisconsin sports fan, he’ll never say no to talking sports with his Chicago coworkers. Nickname: The Cheesehead
Luke is a Solutions Consultant at Provisio Partners, working with both the Sales and Marketing to help generate new business. His prior work experience includes roles involving customer support, optimizing client relationships, and event management. Luke graduated from Miami University in 2020 with a degree in Marketing from the Farmer School of Business. At Miami, he was a member of the football team and on the leadership council of Athletes in Action, participating in a mission trip to Puerto Rico in the spring of 2019. In his free time, Luke enjoys spending time with family and friends, watching his favorite Chicago sports teams, and getting on the course for a round of golf.

Harrison is an Associate Solutions Consultant on the Sales team primarily focused on Mulesoft and Tableau integration. He earned a Bachelor of Science and Business Administration in Information Systems and Finance from Drake University. 

Megan is a Solutions Consultant at Provisio Partners. She has over 12 years of experience in nonprofits, serving in various roles centered around human services.

While working at Salesforce, she was drawn to Provisio’s approach to working with nonprofits. Megan thrives on helping nonprofits strategize opportunities to more effectively execute their mission and communicate their impact to ensure long-term success.

She is a lover of efficiency, strategy, community-building, physical activities, food, and anything that takes her outside. She lives in Atlanta, GA, with her husband and daughter.

Delivery

Katie is a Delivery Manager at Provisio Partners. She has 15+ years public and private sector experience conducting business, security, and business system analysis and is a certified Salesforce Administrator and Salesforce Non-Profit Consultant. Katie takes pride in building relationships with her clients and going the extra mile to ensure their success. Always up for a challenge, she enjoys solving problems and addressing complex situations. In her free time, Katie enjoys spending time with her two sons, a menagerie of pets, and cruising the countryside in her beloved old pick-up truck.
Meg Monti is a Delivery Manager at Provisio Partners. Over the past 10 years, Meg has been a leader in project management for companies that specialize in using technology to support human service organizations. Previously, she worked 25+ years in leadership roles in various nonprofit human service agencies.
Meg holds a Bachelor of Science Degree in Psychology, and a Master’s of Education Degree. Outside of work, Meg enjoys hanging out with her husband, daughters, and pets; traveling, bike riding, gardening and reading.

Hillary is a Delivery Manager at Provisio Partners. She has over ten years of experience in nonprofit program management, operations, and consulting. Hillary started her career in international humanitarian aid and has since worked with nonprofits across sectors, including health and human services, journalism, violence prevention, and movement building.

Hillary’s career has been driven by her passion for working with mission-driven individuals to tackle complex operational challenges. Her areas of expertise include project management, process improvement, and organizational change management.

Hillary earned a Bachelor of Arts in Cultural Studies from McGill University and a Master of Public Administration in International Nonprofit Policy & Management from New York University. She lives in Chicago with her cat, Lola, and enjoys long bike rides along Lake Michigan, improv comedy, beach days, and binge listening to true crime podcasts.

Jesse is the Director of Solutions Architecture at Provisio Partners. He has a background including five years of Salesforce work, thirteen Salesforce certifications (and counting!), and experience in customer service leadership. Jesse has worked with healthcare systems, international non-profit organizations, digital health companies, and various global clients. Jesse is an evangelist for the liberatory potential of technology. Jesse’s primary passion and goal is to automate away the drudgery and let humans focus on helping each other learn, grow, develop, and thrive. When he’s not hard at work leading his team and crafting solutions, you can find Jesse singing goofy songs around his house in Indianapolis, playing the ukulele, or playing a board game.

David is a Technical Lead for Provisio Partners. His current responsibilities include architecting solutions to meet the unique needs of our clients and providing technical leadership for team members. His background includes working with Health Care Analytics, Compliance, Cloud, SAAS and Customer Support domains. He currently holds the Salesforce Certified Platform Developer 1 certification in addition to many technical industry certifications.

David earned his Bachelor of Science in Computer Science from the University of Illinois. He currently resides in Chicago and is still an Illini fan. As an avid runner, he enjoys traveling the country in search of interesting races.

Valerie is a Senior Solutions Engineer for Provisio Partners and has over fifteen years of experience in the nonprofit sector, working with organizations of diverse backgrounds in large cities, including Chicago, San Francisco, and New York. Before working at Provisio Partners, Valerie worked at a large national housing nonprofit, which sold a managed package app on Salesforce and provided training and technical assistance. This experience sparked Valerie’s passion for working with organizations to best leverage the Salesforce platform to streamline internal processes and tell better impact stories. Valerie earned a bachelor’s degree from the University of California Santa Barbara and a Master’s in Nonprofit Management from the Milano School of Policy, Management, and Environment. She currently lives in South Lake Tahoe with her husband and enjoys hiking and snowboarding in her free time.

Rachel is a Senior Consultant at Provisio Partners and supports clients as a Project Manager and Business Analyst. She has over ten years of nonprofit experience in schools, research settings, and human services organizations, where she has held roles in both direct service and leadership. Before working at Provisio, Rachel led the implementation of Salesforce Nonprofit Cloud Case Management at a large domestic violence provider and social justice organization. 

Her areas of expertise include data management, impact measurement, program evaluation, and continuous quality improvement. Rachel is passionate about the power of technology and data systems to help nonprofits better understand their impact and ease the day-to-day barriers many organizations face. 

Rachel received her B.A. in psychology from Johns Hopkins University in Baltimore, MD, and her M.A. in teaching from National-Louis University in Chicago. She also holds a certificate in nonprofit leadership from Northwestern University. Rachel currently lives in Chicago. In her spare time, she loves to attempt to train her two rescue dogs, Winnie and Gertie.

Frank is a Senior Consultant on the Provisio Partners Delivery Team and has 15 years of experience implementing CRM systems with non-profit and public sector clients as a Project Manager, Business Analyst, and Technical Trainer. Frank is passionate about transforming social services organizations with technology to help them better serve their mission and make the world a better place. He earned a Bachelor’s Degree in Business Administration from University of Illinois Urbana-Champaign and currently resides in the City of Chicago. He spends his free time traveling the world with his wife and playing weekend dive bar gigs with his band.

Saad is a Senior Consultant at Provisio Partners and is passionate about helping organizations of all sizes leverage technology to execute on their operational objectives and achieve their strategic goals. His previous experience ranges from hands-on ERP applications consulting and business analysis for custom software systems, to hands-off project management and training on CRM software solutions. Saad’s previous clients include corporations ranging from small businesses to Fortune 500 companies, as well as local governments. Saad earned an MS in Information Systems (with distinction) and a BA in Political
Science, both from DePaul University in Chicago. He enjoys watching old movies, trying new restaurants, and spending time with family.

Phil is a Developer on the delivery team focusing on Customer Success, working with clients to solve issues and develop enhancements to their Salesforce organizations post-implementation. He is 4X Salesforce certified and has been consulting in the Salesforce space since 2017, and is happiest digging into elusive issues to quickly resolve them. Phil is originally from Houston, Texas, and graduated with a degree in Computer Science from Trinity University in 2011. He currently lives in Chicago, Illinois, and when not working, he can be found hanging out with his cat Charlotte, playing video games, or watching basketball (Go Rockets!).
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Dustin is a Senior Business and Data Analyst at Provisio Partners with over 10 years of experience in software implementations and working for nonprofits. His areas of expertise include mental health and crisis intervention services, poverty alleviation, employee assistance programs and Chambers of Commerce. Dustin’s goal is to help your organization do their best work by leveraging the power of Provisio’s Salesforce technologies and well-designed solutions delivered by a passionate team. Dustin holds a Bachelor of Professional Arts in Human Services from Athabasca University. He lives in Iowa with his wife, two children and three cats. When not at work he can be found learning languages, distance running or reading a good book.

Whitney is a Data Analyst Associate responsible for client success and delivery of data solutions.

She has experience delivering data solutions from working in trading operations as an Equity Trade Operations Analyst at Fidelity – Capital Markets. She was responsible for analyzing, reporting, and resolving trading discrepancies of unallocated block trades, money differences, and settlements while also developing solutions to automate trade data manipulation and trade reporting tasks. Following her position in trading, she began working for a family and divorce law firm whose mission is to provide women the best possible representation in family matters. Her primary responsibility at the firm was tracking all monetary movement between parties to determine child and spousal support obligations.

Whitney graduated from Rensselaer Polytechnic Institute (RPI) in 2018 with a B.S. in Business Management and a minor in Psychology. While studying at RPI, she was a member of the Division I women’s ice hockey team, where she was awarded Most Inspiration Player and Scholar-Athlete of the Year in her senior year. After graduating, she played two years of professional women’s ice hockey. In her first season, she played in the European Women’s Hockey League (EWHL) in Salzburg, Austria. In her second season, she played in the National Women’s Hockey League (NWHL) in Boston, Massachusetts.

She loves golfing and rollerblading with friends and family in her free time!

Michelle is a Data Analyst on the Data Analytics and Migration Team. She has several years of experience in the healthcare sector with a Bachelor’s degree in Biology from Northeastern Illinois University and a Master’s in Health Informatics from the University of Illinois at Chicago. Michelle is passionate about assisting organizations in data-driven decision-making by focusing on data quality, structure, and analytical software such as Tableau and CRM Analytics. Michelle currently lives in Chicago, IL, with her husband and two children. She exercises her second bachelors degree in Music as a pianist and opera singer in her spare time.

Sidney is part of Provisio’s delivery team  and focuses on Impact and Mission Measurement. With expertise in the collection, organization, analysis, display, and interpretation of data, Sidney is certified in Salesforce Tableau CRM and Tableau. She is passionate about human services and works to ensure their stories are told and their goals understood.

Sidney graduated from George Washington University with a Bachelor of Science in Statistics with a focus in Data Science. During her time at GW, Sidney played softball for the George Washington varsity team. She has been named to the Athletic Dean’s list as well as being honored for the Atlantic10 All-Rookie Team, All Atlantic10 Second Team, and All National Invitational Softball Championship (NISC) Liberty Regional Team. 

She currently resides in Chicago where she enjoys spending time with family and exploring the best local cideries.

Josefine is a Data Analyst with Provisio’s delivery team where she interprets and analyzes data using Tableau and Einstein Analytics. She has experience working with large scientific data sets from her internships at AstraZeneca working under the Cardiovascular Renal Metabolism Research department.

She graduated from Bay Path University with a Master of Science in Applied Data Science. Prior to studying at Bay Path University, she attended Rensselaer Polytechnic Institute (RPI) in Troy, New York where she graduated with a Bachelor of Science in Biology in 2019. While studying at RPI, she was part of the Division I ice hockey team where she was honored as the Assistant Captain during her Senior year. Josefine also had the honor of playing ice hockey for her home country, Denmark, where she was awarded Best Defenseman in the 2016 IIHF World Championship. In her free time, she loves being a hockey coach for kids.

She currently resides in Chicago and enjoys hockey, roller blading, and getting outside! 

Jayvon is a Junior Data Analyst at Provisio Partners. His work history includes data analysis, web design, and development.

Jayvon is passionate about technology, including how humans use and interact with it. His previous education experiences include spending time at Southern Illinois University- Carbondale and, shortly after, the Year Up development program. He currently lives in Chicago, IL, and enjoys spending time with his family and watching and playing numerous sports.

Nicole is a Technical Architect at Provisio Partners; she brings with her nine years of Salesforce experience and is passionate about enabling the success of her clients.

Nicole’s main focus in her career has always been client success beginning with general technical support and then moving on to building adaptive solutions on the Salesforce platform. She is passionate about gathering client needs and providing the best possible solution.

Nicole has a Bachelor of Fine Arts degree from Indiana University, focusing on photography and art history. Her passion for technology began as a child, building computers with her dad.

Nicole lives in Indianapolis with her husband, two dogs, and two cats. She enjoys making food that takes around four days to prepare.

Kim is a Consultant on the Delivery Team and has over nine years of experience working in education. Before Provisio, Kim worked as an elementary art teacher and volunteered at several nonprofits. Her background in education has provided her with the skills needed to help identify and meet the individual needs of her clients using both creative problem-solving and analytical skills. Kim is a lifelong learner and enjoys helping others learn how to leverage Salesforce to improve productivity and efficiency for their organization to achieve their mission. Kim earned her Bachelor of Arts degree in Art History from Rutgers University. She resides just outside of Charlotte, North Carolina, and enjoys reading, listening to podcasts, hiking, and spending time with her husband, daughter, and two rescue dogs.

Matt is a Solutions Architect with a decade of experience in the nonprofit sector and five years working in the Salesforce ecosystem.

His past roles within education-focused nonprofits have focused on fundraising, communications, and database management – all of which help him speak our client’s language and understand their unique needs.

Matt is passionate about understanding clients’ problems and use cases and finding and implementing the perfect solution to simplify and enhance their operations. But, for him, the best part about working with human services organizations is the impact of that work rippling out to the deserving clients and communities they serve.

Matt earned his Bachelor of Science degree in Journalism at Iowa State University. He used the vital core of communications and relationship-building skills to inform his work with clients in the Salesforce ecosystem. He currently lives in Seattle, WA, and he spends his free time exploring the city and all it offers.

Nicole is a Solutions Architect at Provisio Partners. She has been a part of the Salesforce ecosystem for over five years and has more than a decade of experience working at nonprofit organizations. She worked as a case manager for a youth-serving organization, in development and fundraising at a university, as a grants coordinator for a community organization, and program manager for a child grief organization.

Nicole loves to use her background in programs and development to inform her design when working with clients. In addition, she is passionate about the impact good data can bring to an organization to further its mission and impact more people in their communities.

Nicole received her Bachelor of Arts in International Political Studies from Pepperdine University and obtained a Master of Education in Community Development and Action at Vanderbilt University. She currently resides in Nashville, TN, where she loves to bake, watch sports, go to boxing classes, and hang out with her doodle, Dodger (yes, she is a Dodgers fan!).

Courtney is a Solutions Architect on the delivery team at Provisio Partners. She has obtained multiple Salesforce Certifications including Salesforce Certified Nonprofit Cloud Consultant and Salesforce Certified Community Cloud Consultant. She has assisted dozens of clients in their Salesforce journey to provide better outcomes for their organization. Courtney graduated with a Bachelor of Science in Engineering degree from Miami University in 2017. She currently lives in Chicago, IL and enjoys running and going on walks along the lake with her two dogs.

Victoria is a project coordinator on the Delivery Team with over 15 years of experience and background in the nonprofit and education sectors. She is passionate about helping organizations fully utilize Salesforce technology to reach their mission and goals.

Victoria earned her BA in English from Arizona State University and is working towards achieving her PMP Certification to solve problems, communicate effectively with clients, and use project management within the Salesforce ecosystem to productively help customers.

Victoria currently resides in Phoenix, AZ, and enjoys spending time hiking, reading, and cooking for friends and family.

Liam is a Project Coordinator for Provisio Partners. He is passionate about initiatives that allow social service organizations to fully utilize today’s technological resources to have the greatest impact on society. He is responsible for client success and delivery of Salesforce through project management, business analysis, and application testing.

Liam earned a BA in Enterprise Leadership from the University of Iowa and has designated time to continue educating himself, finding the best ways to lead a team, solve problems, and communicate effectively. In doing so, he will also be working to become a certified Project Management Professional.

Liam currently resides in the Southwest suburbs of Chicago. He enjoys spending time with family and friends, being outdoors, collecting his favorite music albums, and staying up to date on the latest in science and technology.

Ariel is a Junior Salesforce Consultant for Provisio Partners; she has over ten years of diverse experience within the healthcare system as a Certified Pharmacy Technician. Her work history includes retail pharmacy, hospital pharmacy, interdisciplinary staff training with automated medication dispensing machines, various software training, and implementations of medication history technician programs.

Ariel is passionate about motivating individuals to perform at their best level using technology while having care, compassion, and empathy for those we serve. In this position, she enjoys transforming businesses’ needs to best meet their customers’ needs and satisfaction through the transformative nature of Provisio’s Salesforce technologies.

Ariel earned her Bachelor’s of Health Science from Georgia Southern University. She is currently earning her Master’s of Information Technology with a concentration in Data Analytics from Southern New Hampshire University. She currently resides outside Savannah, GA, and enjoys spending time with her fiance, two dogs, kayaking, photography, home canning, cooking, technology, and learning.

Courtney is a Consultant on the Delivery Team, supporting projects as a Business Analyst and Project Manager. She has worked in the nonprofit space since 2004 in museums and philanthropy. In her most recent role at a Chicago-based foundation, she led change initiatives that spanned strategy, operations, and culture, while also overseeing grants administration.

Courtney is a tenacious problem-solver who loves untangling complex issues, connecting dots and creating order out of (apparent) chaos. She sees her purpose as empowering clients with the technology they need to drive efficiency and amplify impact.

Courtney enjoys playing tennis, tackling home improvement projects, and watching spooky movies outside of work.

Molly is a Consultant who provides Salesforce user training, recruiting and career-development support for the delivery team. She comes to Provisio Partners from a non-profit and public relations background and has experience recruiting in healthcare and educational settings. She was first exposed to Salesforce through her work in non-profits, where she used it to streamline internal processes, and provide more efficient holistic support to Chicago based refugee-resettlement and early-childhood literacy programs. She is currently a member of the Talent Stacker Program and is preparing to complete her Salesforce Administrator’s Certificate. Molly is passionate about human rights and supporting non-profits through the use of technology. She is located in Chicago, IL and enjoys playing tennis, running, music and visual
arts.

Robin is a consultant on the Delivery Team, supporting projects as a Project Manager and Business Analyst. With over 11 years of serving the mission of a large veterans service organization and countless years of volunteering for a local nonprofit, she is able to fuel her passion for helping others. Continuing to lead with empathy and compassion, Robin is excited to serve numerous nonprofit teams and help them remain focused on their important missions. She has walked a few times in your shoes- celebrating successes and searching for ways to improve. Robin is located in Jacksonville, FL. Outside of work, Robin enjoys whatever passion her husband and three children are taking on. Right now, that entails concerts and theater performances with her older kids and encouraging their youngest son to pull flags on the flag football field (and run in the right direction!)

Mandie is a Consultant on the Delivery Team. They support projects as a Salesforce Admin and Business Analyst. They are a Salesforce Certified Administrator and Platform App Builder with over ten years of experience leading continuous improvement and process reorganization across a full spectrum of business models. 

Mandie loves challenges and the opportunity to solve complex problems. They are passionate about finding ways to make their clients’ lives easier – always ready to roll up their sleeves and get to work. Mandie strives for professionalism and excellence in everything they do while bringing a fun and playful spirit.  

Mandie currently lives in Heber Springs, AR, with their dog, Harley, and the world’s evilest cat, Stella. In their free time, Mandie enjoys painting, drumming, making soap, tie dying, hiking, floating in the pool, spending time with their grandchildren, and volunteering.  

There is no substitute for excellence, not even success.” 

Thomas Merton

Ken is a Consultant on then Delivery Team. For three years, he worked for a nonprofit organization in Cleveland, Ohio, called The Centers For Families and Children. As the Salesforce Administrator, he performed data analysis for funders, grants, and contracts.

Ken earned his degree in Information Systems at the University of Akron. He has an extensive background in CRM systems within the automotive industry, managing multiple systems for over ten years.

He lives just outside of Cleveland, Ohio. He spends a lot of free time at the climbing gyms and enjoys climbing outside in the New River Gorge in West Virginia and the Red River Gorge in Kentucky.

Ashley is a Consultant on the Delivery Team who supports projects as a Business Analyst. She has over 8 years of non-profit experience, with areas of expertise in domestic violence, sexual assault and crisis intervention work. Ashley is passionate about helping nonprofits maximize their impact through technology and loves getting to know the organizations affecting positive change in their communities. 

Ashley earned her B.A in Sociology from Loyola University New Orleans. She currently lives in Fort Lauderdale, Florida where she enjoys Saints football, escape rooms, cooking Cajun comfort food and adding to her ever growing fish tank. 

Aaron is a Consultant on the Delivery team and is passionate about translating business needs into IT operational solutions. With over 15 years of operational management experience, including in the public sector, Aaron understands how to address and resolve the toughest business challenges.

Aaron’s interests outside of work mainly consist of spending time with his partner Julie and his two Ragdoll cats, Rocco and Gracie. He also enjoys playing and directing a disc golf league in Indianapolis, IN. But, most of all, he loves to travel and discover new experiences.

As a Consultant on the Delivery team, Evan supports clients through Salesforce administration, validation, configuration, and functional script creation. He prides himself on being an active listener and working well with others to best address needs. Evan is passionate about assisting others.

Before Provisio, Evan instructed and delivered services to those in need within the healthcare setting. In addition, Evan played collegiate baseball while attending Purdue University Northwest. He currently lives in the Chicagoland area. Outside of work, he enjoys coaching baseball, watching sports, and being outdoors, preferably on a lake.

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Tom is a Consultant on the Delivery Team at Provisio Partners.  His prior experience includes just under 10 years of working in the Public Sector, where he found a passion building web-based applications to solve problems facing his local community.

Tom earned a Bachelor of Science in Sociology from University of Wisconsin-River Falls.  He currently resides just outside of St. Paul, MN.  When he isn’t working, he can usually be found mountain biking, walking his dogs through a state park, or playing board games with his family.

Jodi is a Consultant at Provisio Partners; She has a background in service and nonprofit leadership, specifically in community development and poverty alleviation. Through her work at Provisio, she loves learning about nonprofits across the states who are supporting their communities
to affect positive change.

Jodi serves on the Board of Directors at a local nonprofit that serves the community in many ways, including hosting a chapter of Circles USA, a program that supports folks in their journey to get out of poverty by offering a hand-up. She is passionate about serving people in any capacity that will shine a light on their inherent value, gifts, and talents.

Jodi holds two degrees; One in Business Administration (Madison, WI) and an Associate of Science in Therapeutic Massage (Sioux Falls, SD). She resides outside Madison, WI, with her husband and two kids. You’ll likely find her outside hiking, kayaking, or just reading a good book in the sunshine during her downtime.

Customer Success/Training

Samantha is the Customer Success Team Manager for Provisio Partners; she has over 10 years of diverse training experiences with public sector enterprises. Her work history includes curriculum development, education, and training execution.

Samantha is passionate about motivating individuals to perform at personal-best levels by optimizing their use of technology in the workplace. In this position, she most enjoys driving others to experience those aha moments – the moments that allow constituents to understand their greater impact due to the transformative nature of Provisio’s Salesforce technologies.

Samantha earned a Bachelor of Science in Career and Technical Education (CTE) from Eastern Illinois University, graduating with Highest Distinction and earning the Outstanding Senior Award for Career and Technical Education graduates. She currently resides just outside of Chicago, Illinois and enjoys spending time with her husband and two boys.

Fran Morgan is a well-seasoned training delivery and documentation consultant who takes a wide view of the whole audience as it relates to user acceptance and performance. Before coming to Provisio Partners, Fran spent thirty plus years in Training & Development, Organizational Change Management and Communications. After a successful career helping business equipment corporations such as Toshiba, Canon USA and Eastman Kodak, Fran now provides consulting services to non-profit organizations, which is where her training career started with a statewide initiative providing childcare education and support to pregnant teens. Fran inherently understands that the customer is the single most important asset an organization can have and is driven by the pursuit of customer-driven focus, ideals and user experience. She has a passion for flower gardening and is currently learning to play golf. She is also the proud owner of “Rocky”, a black long haired, miniature dachshund and the winner of the 2018 Milwaukee October Festival “Best Weiner Dog” contest! Fran currently lives in the Chicago suburbs with Rocky, her two cats, Maryanne and Scout, and her fiancé. She has three children and five grandchildren that are in her words her greatest accomplishment and love in life (her fiancé included).
John is a member of the Customer Success Team at Provisio Partners helping to lead the Service Desk. He manages customer support tickets and makes sure that clients are fully utilizing Salesforce. Salesforce offers the instant ability to make impactful changes for clients, which is what keeps work exciting each day. John has a long history of supporting CRM implementations and is a Salesforce Certified Administrator with a B.S. in Marketing from DePaul University. If you are looking for John outside of the office, he enjoys spending time with his family and friends. You can also find him playing the bass guitar or hiking at Indiana Dunes National Park.
Zac is a Consultant on the Customer Success Team. With over 10 years of experience in the Nonprofit sector, he understands first-hand the time constraints that Human Service organizations often face and the importance of a quality data system that can help to mitigate these challenges. He is driven by the desire to help Human Service organizations function as efficiently as possible. Zac earned a Bachelor of Science in Human and Educational Services from Illinois State University and has served in the US Army Reserve since 2009. He currently resides in Chicago, Illinois with his wife and son. In his spare time, Zac enjoys playing his drum set, watching the Cubs, and spending time with his family.

Jeremy is a Business Analyst and Admin Consultant for Provisio Partners. He has just under 10 years of management and customer service-related experience. Jeremy’s prior work experience includes executive team leadership, systems development, and implementation & analytics.

He is currently residing in Chicago and working on acquiring his Salesforce Administrator Certification. Outside of work he enjoys spending time outdoors hiking, camping, and fishing.

Outreach and Marketing Engagement

Madison is the Marketing Lead at Provisio Partners; she has had over seven years of marketing and media-related experience. She is thrilled to be working at a firm that helps human services organizations better serve their communities.

Madison graduated from Marquette University in 2019 with a BA in Advertising and Marketing. During her four years at MU, she held various marketing and paid media positions; she grew passionate about strategic communications, behavioral data analysis, and creative thinking. Her most significant accomplishment to date was leading the promotion of the Milwaukee2020 Campaign, a successful initiative to bring the Democratic National Convention to Milwaukee, WI.

Madison currently resides in Denver, where she enjoys a good brew and giving attention to her quirky cat, Mr. Boo. 

Kira is the Marketing Data Associate for Provisio Partners, working alongside the Business Development Representative team to reach out to qualified organizations. Her previous positions included roles in customer service, event planning, and business analytics.

Kira graduated from the University of Wisconsin – Madison in 2021 with a Bachelor’s of Science degree in Retailing and Consumer Behavior and Entrepreneurship. She was involved in the Student Retail Association on campus for two years. She is passionate about learning and understanding the “why” for consumers’ behaviors and purchasing decisions.

She currently resides in Chicago where she enjoys exploring her new city! 

Marjorie brings several years of professional writing experience to Provisio Partners. She loves telling the stories of how our clients utilize Salesforce to fully measure the impact they are making in their communities. Marjorie earned her master’s degree in English from Truman State University. In her free time, she practices yoga but balances that out by eating a tremendous amount of pizza. She resides in Saint Louis with her family and one slightly evil cat.

As an Outreach & Engagement Practice Director, Laura works with organizations to build a marketing strategy that aligns with their goals and mission. Laura is a strategic marketing professional that specializes in implementing and successfully launching Marketing Automation Systems (Pardot and Marketing Cloud), and other integrations with Salesforce.  With many years in the non-profit and public sectors, Laura provides clients with a combination of deep industry knowledge with experience guiding campaign development, product launches, and content strategy to elevate a client’s brand profiles. With a PhD in Technical Communication, she excels at crafting high-impact marketing strategies, marketing assets, and training for clients to create consistent messaging across all brand touch points. In her spare time, she enjoys being with family and friends, especially her two dogs Kirk and Zara.

Administrative

Sue is the Director of Operations for Provisio Partners; she handles the day to day operation of the firm, accounts receivables and payables along with the human resource responsibilities for the staff here at Provisio.

Sue comes to Provisio with 11 years of experience in the Commercial Flooring Industry working as a Project Coordinator for one of the largest Premier Partners in the industry. From the planning and coordination of our corporate events, assisting with the growth of the firm, and listening to our staff and customers, her attention to detail and organizational skills have led to her successes.

Leigh Ann has nearly 25 years of office management experience in various retail and manufacturing businesses. Her background includes direct experience at payroll, benefits, cash management, accounts receivable, accounts payable, customer service, procurement and inventory control.  She has knowledge of several operating systems including Quick Books, ADP, Paychex, and Sage.

Leigh Ann gained her Human Resources Certificate from the Mountain States Employers Council and she is also a registered realtor in the state of Colorado.  She was born in Denver and has one daughter.  Leigh Ann currently resides in downtown Chicago.