Data Maturity Assessment

A Data Maturity Assessment from BrickHouse Technology Services is more than a checklist—it’s a strategic review that helps nonprofits and small businesses understand where they stand in terms of data culture, data practices, and overall readiness to make informed, data-driven decisions.

Our assessment process is hands-on, personalized, and designed to deliver clarity to organizations that feel stuck in outdated systems or drowning in unorganized information. This service guides leadership teams in identifying the specific areas where their data infrastructure is holding them back—and outlines realistic, actionable steps to improve.

What It Includes:

• A short intake survey to gauge perceptions, pain points, and expectations around data

• One-on-one interviews with leadership, front-line staff, and data-facing roles

• A structured evaluation across key domains such as:

  • Data Collection & Entry

  • Data Storage & Access

  • Data Governance & Ownership

  • Reporting & Analysis

  • Data Culture & Training

• A custom scoring rubric and summary scorecard to visualize maturity across domains

• A final report with short-term wins, long-term investments, and staffing recommendations

Many organizations come to us with questions like: “Are we collecting the right data?” “Do staff know how to use the systems we’ve invested in?” or “Why is reporting always such a scramble?” This assessment is designed to answer those questions by examining your people, your systems, and your data practices in a cohesive way.

Common insights we uncover include duplicative efforts in data entry, gaps in training, unclear data ownership, or systems that aren't aligned with the organization’s strategic goals. From there, we create a path forward that includes role-based training recommendations, staff capacity planning, and often suggestions for policy creation or system alignment with program logic models.

The end goal is to remove friction from how your team handles, shares, and uses data so you can lead with confidence, improve reporting to funders, and empower staff to make better decisions with the information they already have. Whether you're preparing to implement a new CRM or just want to take control of your spreadsheets and reporting backlog, the Data Maturity Assessment is a critical first step toward a healthier data ecosystem.

Assessments can be conducted in-person or virtually, and are typically completed in 2-4 weeks depending on organization size and availability.

Who It’s For:

• Nonprofits under $5M struggling to get clean, consistent data across programs

• Small businesses that want to move beyond manual spreadsheets but don’t know where to start

• Leaders who feel they’re “flying blind” or wasting too much staff time on reporting workarounds

Deliverables:

• Customized Maturity Scorecard

• Executive Summary Report with recommendations

• Training/Staffing recommendations aligned to systems and logic models

• Strategy call or in-person debrief to review findings and prioritize next steps

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The Data Maturity Assessment is ideal for organizations at an inflection point and planning for growth, navigating new grants, or considering a digital transformation project. It ensures that every next step you take is grounded in where you are now, not where you think you are.

At BrickHouse, we believe that better data leads to better decisions and it starts with understanding your foundation. Let’s build that together.