“PBP’s knowledge of database management tools and CRM solutions have proven to be priceless time and time again, leaving us with more time to focus on our mission”
— Staci Grodin, Vice Chair, Global Lyme Alliance

Our team has extensive knowledge of all the minute details that make an organization and event function. We are happy to work with you to cover any administrative or data management needs you might have to the upmost detail and accuracy.

Administrative and Data Management services include: 

  • Preparation of an annual timeline report
  • Evaluate internal processes and create more efficient operational solutions
  • Manage travel arrangements for key individuals associated with the event
  • Maintenance and coaching on how to use excel and preferred CRM databases
  • Accumulation, management and distribution of all event committee meeting minutes
  • Processing of all event mail and coordinating deposit of checks with the appropriate organization representative  
  • Creation and distribution of thank you/tax letters for event related donations