RemedyLIVE uses the power of technology to create meaningful conversations about mental health in businesses, organizations, and schools around the Nation. RemedyLIVE strives to also provide a safe space and compassionate listeners 24 hours a day for individuals in need of a safe conversation. They host live presentations on mental health for students in school settings and adults in workplace environments.

RemedyLIVE needed a single software solution in a mobile friendly format that could manage both live event audience interactions and also follow up text messaging post event. They needed a lightweight and easily configurable software system that could drive live event participation on both a presentation screen and audience members mobile devices. The same system also needed to be capable of capturing audience data including mobile numbers for follow up communication opportunities.

Working closely with Remedy Live, we developed a comprehensive solution to address their challenges by implementing five phases of development to meet their desired objectives:

The build of RemedyLIVE’s custom software started with building the administrative framework to manage data, build dashboards, and configure event information, including:

Web Dashboard Development:

  • Created a web dashboard configured for laptop screen sizes, providing administrators with a user-friendly interface for managing event-related data.

Event and Content Management:

  • Implemented functionalities to manage templates, questions, content, and events, enabling efficient handling of polling activities both online and offline.

Data Visualization During Live Events:

  • Integrated visualizations within the dashboard to display real-time data and results during live events, enhancing engagement and interaction with participants.

Form Creation and Management:

  • Developed forms to create, update, and delete questions, templates, and events, streamlining the content management process for administrators.

Once the foundational tools were in place, we shifted gears to building the Student facing tools for live events presented at schools, including:

Participant Registration Process:

  • Established a participant registration flow through a mobile web app, ensuring seamless registration and data collection for Get Schooled events.

Ongoing Content Updates:

  • Implemented mechanisms for content refresh and push notifications to participants, ensuring they receive updated content in real-time during the event.

Admin Onboarding and Event Setup:

  • Developed an admin dashboard tailored for offline use, facilitating event setup, content management, and result monitoring in areas with limited connectivity.

In addition to building the user interface for school presentations, we also built appropriate user interfaces for their adult workplace presentations, including:

SMS Participation Integration:

  • Integrated text message participation functionalities, enabling participants to engage in polling activities via text messages, expanding the reach of WIRED events.

Mobile Web App Configuration for Online Environments:

  • Adapted the mobile web app for online environments, allowing seamless participation in WIRED events from any device with internet access.

With the core functions developed, we shifted to adding some additional functionality and features, including the development of interactive trivia and game show-like modules within their system, including:

Pseudonym Generation and Display:

  • Developed a system to generate unique pseudonyms for participants and display them during trivia and game show events, ensuring anonymity and engagement.

Team-Based Competition Setup:

  • Implemented team-enabled functionalities, allowing participants to form teams and compete in trivia and game show events, fostering teamwork and collaboration.

Real-time Scoring and Leaderboard:

  • Integrated real-time scoring mechanisms and leaderboards to track individual and team performance, enhancing the competitive aspect of trivia and game show events.

The final phase of this project turned to building a data collection tool within the web app that gathered and tracked all necessary event registration data and documentation, including:

Event Information Submission:

  • Developed an event onboarding web app for hosts to submit necessary event information, signed documents, and select poll questions, streamlining the event setup process.

User Access Control and Security:

  • Implemented user access control measures, ensuring that only authorized personnel can access and manage event-related data through the onboarding web app.

Calendar Integration and SMS Notifications:

  • Integrated calendar functionality for scheduling events and SMS notifications for event confirmations and reminders, enhancing communication and coordination with participants and stakeholders.

Having a stable live event management system enabled RemedyLIVE to grow quickly with 700+ events, an estimated 110,000+ participants, and 2,900,000+ individual question responses through their custom platform since its development in 2020. They’re now able to manage live event interactions and event follow-up with consistency and simplicity.

The RemedyLIVE custom event management platform is a great example of the unique projects that Impact Upgrade loves to tackle. Through an ongoing partnership with RemedyLIVE we have built, supported, and improved their event platform to be a key tool in their program development, planning, and execution. Custom software development is often the right solution to the complex challenges organizations face and RemedyLIVE is an example of success!

We’d love to partner with you.

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Ambassador Enterprises is a financial services and investment company with a unique focus on investments that make a positive impact on the world through philanthropic and community partnerships.

Ambassador Enterprises recognized that their disconnected software tools and various data sources were creating broken internal processes that limited data availability to inform healthy decision-making. They needed a clear strategy for managing their internal data that was clear to the entire team, simplified current processes, and automated when possible.

Working closely with Ambassador Enterprises, we developed a comprehensive solution to address their challenges by implementing four phases of development to meet their desired objectives:

This foundational phase engaged in deep discovery to understand current data sources, structures, and processes. With a clear understanding of historical data flow, a comprehensive data modeling process was developed to move forward, including:

Collaborative Data Model Design:

  • Collaboratively designed a canonical data model, ensuring alignment with organizational needs and objectives.

Salesforce Training and Implementation:

  • Provided Salesforce Basics training to staff, empowering them with essential skills for effective platform utilization.
  • Conducted Salesforce Operations Training using real client examples, fostering a deeper understanding of platform functionalities and practical applications.

Comprehensive Data Inventory:

  • Mapped exhaustive inventory of existing data conducted across all lanes and functions, ensuring comprehensive coverage of essential data points.

Once the data modeling process was completed, it was time to begin building a complete database within Salesforce as the primary source-of-truth for all data related systems, including:

Relational Data Migration:

  • Managed the migration of contact lists from multiple staff data sources into Salesforce, ensuring the integrity and relational structure of the data.

Affiliate Data Import:

  • Imported all primary data on affiliates and sub-affiliates into Salesforce, laying the foundation for consolidation and performance projects.

Box Data Migration:

  • Migrated all relevant data from documents and artifacts in Box into Salesforce, ensuring seamless access and integration of essential information.

With clarity on data model within Salesforce, the next step was to begin automating the movement of data into the database and enabling tracking functionality within the CRM, including:

Automated Data Collection:

  • Developed Web Forms for automated data collection, streamlining the process and enhancing efficiency.

Custom Portal Development:

  • Created a lightweight, custom portal for basic data retrieval and entry, providing a user-friendly interface for accessing and managing CRM data.a

Integration with Office 365 and Mobile Apps:

  • Integrated Salesforce with Office 365 and mobile app installations, facilitating automated tracking of emails, calls, and meetings, and enabling in-the-field access to CRM functionalities.

With trusted data in Salesforce, we turned our focus to outbound communication and future integration needs, including:

Mailchimp Integration for Automated Segmentation:

  • Integrated Mailchimp with Salesforce for automated audience segmentation, enhancing targeted communication strategies and efficiency.

Impact Nucleus Setup:

  • Fully deployed Impact Nucleus’ engine and portal completed, providing foundations for most/all integrations and automating key processes for enhanced operational efficiency.

The implementation of a clear digital operations strategy for Ambassador Enterprises has led to significant improvements across all phases of its organizational development. Through collaborative data modeling and Salesforce training, staff gained a comprehensive understanding of their data landscape, enhancing decision-making capabilities. Centralizing data in Salesforce improved efficiency and collaboration among teams and eliminated dozens of individual spreadsheets and manual data sources.

This is a great example to show the impact that fully integrated data management can have on an organization. Through this process, Impact Upgrade worked alongside Ambassador Enterprises to fully understand their data flows, automate processes, and create actionable and helpful metrics from trusted data within Salesforce. Ambassador Enterprises now has clear communication strategies and operational workflows, laying a solid foundation for future growth and scalability.

We’d love to partner with you.

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Entheos Audiology Cooperative is a collective of hearing professionals committed to reconnecting with the larger purpose of their private practices. They also offer humanitarian trips to give the gift of hearing through medical serving.

Entheos was looking for a way to develop an intranet of data and resources for multiple audiences. They also needed to tackle cumbersome manual collection processes and the need for secure digital storage. They needed a solution to update and share data among Entheos members. While also needing to streamline data collection, automate reporting, track applicant progress, and simplify trip-tracking processes.

Working closely with Entheos, we developed a comprehensive solution to address their challenges by implementing two phases of development to meet their desired objectives

As a collective of individual companies, Entheos wanted to develop a solution to allow owners, staff members and clients to have online access to data, communication, and resources. We brought together NextCloud and Salesforce to create access points to data and resources with proper security and access management tools in place, including:

NextCloud Integration:

  • Each owner and employee granted individual NextCloud logins, positioning it as the central intranet.
  • NextCloud serves as the repository for member, owner, employee, trip, and procedural data, facilitating easy access and collaboration.

Salesforce Implementation:

  • Primary storage for secure data, ensuring confidentiality and accessibility.
  • Profiles centralized in Salesforce, housing all personal travel information for internal staff use during travel packet processing.

Data Collection Enhancement:

  • Gravity Forms integrated into their website for external data collection.
  • NextCloud tiles embedded with Gravity Forms for internal member data collection.

Individual Profile Creation:

  • Each staff member, owner, and member granted unique login information with individual profiles.
  • Profile data primarily stored in CRM for centralized access and management.

Entheos faced challenges with cumbersome manual data collection for humanitarian trip information. They sought a solution to streamline data collection, automate reporting, track applicant progress, and manage complex data access challenges. Building on the data solutions and tools of phase one, we created a custom web portal for trip management, including:

Secure Data Handling:

  • Personal travel information securely stored in profiles, including passport details, social security numbers, business EINs, and insurance data.

Automated Payment Processing:

  • Trip payments accepted via Stripe, enhancing user convenience and streamlining financial transactions.

Passport Expiration Monitoring:

  • Automatic flagging passports set to expire within six months of travel, ensuring compliance with travel regulations and proactive passport renewal management.

Applicant Checklist Development:

  • Clear set of tasks and responsibilities, streamlining the trip processing workflow.

By implementing these solutions together, Entheos experienced significant improvements in its internal communications and resource sharing, data management, and trip-tracking processes by consolidating from 6 data software tools to a single CRM. They’ve simplified data flows, increased efficiency, complied with data security, and improved their user experience.

The successful completion of this project demonstrates our commitment to delivering efficiently simple tailored solutions that address the unique needs and challenges of our clients. By collaborating closely with Entheos and leveraging our expertise in data management processes, CRM integrations, and custom development, we were able to achieve the project goals effectively and empower Entheos to significantly enhance their humanitarian trip management.

We’d love to partner with you.

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Concordia Lutheran High School (CLHS) has been around since the 1930’s and is owned and managed by 17 local Lutheran congregations. With a population of over 500 high school students this school is a longstanding educational institution in the community of Fort Wayne, Indiana.

CLHS recognized that its internal processes for data collection and management were outdated and needed to be modernized. They sought a partner that could help them better understand their own organizational needs as well as a deeper understanding of the landscape of available software solutions.

Working closely with CLHS, we developed a comprehensive solution to address their challenges by implementing three phases of development to meet their desired objectives:

These initial conversations focus on deep discovery to understand current data sources and internal operational processes, including:

Current Data and Operational Processes Conversations:

  • Interviewed various CLHS team members to capture current data – sources, paths, gaps, etc… as well as current internal processes for data management.

Refine Scope of Work:

  • Clarified the scope of project goals and deliverables to reflect a better understanding of work from the initial discovery phase.

With a clear understanding of both current processes and ideal project outcomes, our team did significant research on the best available software solutions, including:

Platform Research:

  • Conducted research to evaluate SIS platforms like FACTS and PowerSchool for integration with CRM tools and CLHS’s greater tech strategy.

API Assessments:

  • Completed a deep investigation into the APIs of SIS platforms to ensure seamless integration with CLHS’s existing systems.

Comprehensive Evaluation:

  • Provided a wide-range evaluation of additional systems like Learning Management, Single Sign-On, Tuition Payment, and Financial Aid for compatibility and functionality.

Collaboratively with CLHS we were able to identify the best solution for their CRM and SIS and work through the process of implementation and automations, including:

CRM Evaluation & Selection:

  • Completed evaluation and selection of an appropriate CRM platform considering CLHS requirements and budget, with a focus on HubSpot and Salesforce options.

CRM Customization:

  • Implemented and customized selected CRM to align with CLHS’s data model and migration from existing systems.

Data Funnels Integration:

  • Developed and integrated cohesive data funnels for web forms, text messages, donations, and event signups to streamline data flow into the CRM as a single source of organizational truth.

Communication Enhancements:

  • Provided additional integration of the CRM with email marketing and SMS platforms for detailed segmentation and real-time engagement with families.

Build Operational Efficiencies:

  • Developed processes within the CRM to improve collaboration internally and externally, leveraging pipelines, tasks, and notifications for streamlined operations.

Through this project, Impact Upgrade successfully modernized CLHS’s operational processes, enhanced communication strategies, and empowered their team with efficient and integrated systems to support enrollment and development efforts.

Impact Upgrade’s partnership with CLHS is a great example of our focus on effective data management and data mapping to ensure that data moves from point A to B with consistency, accuracy, and simplicity. Our team understood the assignment – they deeply researched available options, identified a comprehensive solution that integrated within their current and future tech strategy, and worked alongside CLHS’s staff to implement new tools and systems.

We’d love to partner with you.

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Image showing a robotic hand and human hand coming together to make a heart shape.

As our world is increasingly driven by technology, the importance of human interaction can sometimes seem overshadowed by screens, algorithms, and the relentless pursuit of innovation. Automation and technology can easily swing the pendulum too far into business practices that hinder genuine interaction and human engagement. 

At Impact Upgrade, we believe there’s a Goldilocks principle to using technology that each organization must identify in their own practices. Too much tech and automation can leave your client interactions feeling cold and uncaring. Too little tech and automation can leave them lost and looking for information. 

But, alas, there is a sweet spot that’s just right

We call this approach The Human side of Technology. It’s the anchoring perspective that technology can be a force for good – a source of empathy, compassion, and transformation!

In helping organizations thrive through technology, systems, and automation, we bring a consistent approach that asks the simple question, “how do these tools empower, not replace, more meaningful human interactions?” This filter keeps our focus clear as we build and connect software, automate processes, and manage data. The end goal isn’t a “set it and forget it” approach, but instead a streamlined tech stack with trustworthy data that fuels better engagement for greater outcomes as your organization pursues its unique mission.

Here’s what The Human Side of Technology looks like for a few of the clients we serve.

Destiny Rescue:
Restoring Hope in Hopeless Situations

Website: https://www.destinyrescue.org/

In the harrowing world of human trafficking and sexual exploitation, Destiny Rescue stands as an unwavering beacon of hope. Their mission is clear and profound… “to restore lives by rescuing and rehabilitating children ensnared in the darkest and most unforgiving corners of society.”

To keep up with the demand of increasing rescue operations all over the globe, Destiny Rescue needed technology that would provide easy access for front line rescuers with all levels of tech experience. Knowing that this would be deployed often in areas lacking internet connectivity added an additional level of project complexity. Leveraging ODK (an open source, data collection platform), Destiny Rescue and Impact Upgrade have built a powerful system that has empowered their team to quickly, easily, and at-scale collect data and rescue more children.

Their compassionate approach demonstrates that technology can be a powerful force for good when it aligns with the values of empathy and restoration. In the realm of human trafficking, where darkness often prevails, Destiny Rescue is a shining example of how technology can be harnessed to restore lives, offering a glimmer of hope in the most challenging of circumstances.

NeighborLink:
Empowering Local Connections for Good

Website: https://www.neighborlink.org/

NeighborLink understands that the true restoration of life often begins right at home. Their mission is simple… “to empower neighbors to help neighbors.” Even as digital interactions sometimes overshadow face-to-face connections, NeighborLink’s approach is a refreshing reminder of the importance of community bonds.

NeighborLink employs technology as a bridge between those in need and those wanting to volunteer. Through their user-friendly platform, they connect individuals facing various challenges with neighbors who have the skills and resources to help. Whether it’s repairing a leaky roof, mowing an overgrown lawn, or providing assistance to seniors, NeighborLink’s tech-driven solution makes it easy for neighbors to support one another.

What’s remarkable about NeighborLink is not just the efficiency of their platform but the restoration of faith in humanity that it represents. While news headlines often highlight division and discord, NeighborLink’s tech-driven community revival inspires hope. It shows us that technology can indeed be a force for unity, reminding us of the goodness that resides in our communities.

RemedyLive:
A Lifeline for Mental Health

Website: https://www.remedylive.com/

Mental health struggles often unfold in silence and isolation. In a world where stigmas and misunderstandings still abound, RemedyLive emerges as a beacon of light. Their mission is clear… “to restore hope and healing by facilitating open and empathetic conversations about mental health.”

At the core of RemedyLive’s mission is their 24-hour chat service, available to anyone in need of a compassionate ear. In addition to this, their team of dedicated Soul Medics offers guidance and support to individuals facing mental health challenges, including thoughts of despair and suicide.

RemedyLive approaches mental health in a profoundly different way. They understand that the restoration of life often begins with a simple yet powerful act: the act of listening. RemedyLive provides a sanctuary of understanding to those struggling with mental health whose concerns are often silenced or dismissed.


It’s easy to forget that behind every line of code, every app, and every device lies the potential for technology to be a force for good – a source of empathy, compassion, and transformation. This is precisely the philosophy we embrace at Impact Upgrade as we help our clients thrive through empowering The Human Side of Technology

We don’t simply want to make your tech and data management work better, although this is always a core part of our work with clients. No, we strive to utilize your tech and data management to better empower your organization towards its unique mission. Our work is grounded in the transformative power of technology rooted in a deep sense of humanity and a commitment to the restoration of lives.

How can we help you empower The Human Side of Technology in your organization?