RFP -- AppSheet Consultant: CRM and Project Management System
About The Position
Freedom of the Press Foundation (FPF) is seeking a contract AppSheet consultant to design and build a custom CRM and project management system for their digital security training and consulting work. The system needs to track client history, project status, scheduling, deliverables, and program metrics, while also supporting internal project tracking. FPF is particularly interested in a security-minded approach, aiming to keep data within Google Workspace and self-hosted tools like Nextcloud, minimizing third-party integrations. Experience with privacy, data minimization, and operational security is highly desired.
Requirements
- Experience building AppSheet CRM and workflow systems.
- Experience with Google Workspace automations and data workflows.
- Strong UX-discovery and data-modeling skills.
- Ability to think carefully about privacy, security, and data-handling decisions while translating user needs into simple, durable systems.
- Familiarity with Google Workspace and self-hosted tools such as Nextcloud, with a preference for minimizing third-party integrations.
Nice To Haves
- Comfort working with nonprofit, journalism, or digital security contexts.
Responsibilities
- Gather requirements in coordination with FPF’s deputy director and program manager for digital security, and other members of the digital security team.
- Design the AppSheet CRM and project management system.
- Implement the build of the system in two phases over approximately 14-20 weeks.
- Conduct user interviews and review existing documents, spreadsheets, forms, and templates.
- Develop user stories, workflow maps, and a streamlined data model.
- Create wireframes or simple prototypes for review.
- Build the core AppSheet system including CRM, project tracking, Google Calendar integration, basic automations, and dashboard views.
- Test the system with staff and provide initial documentation and training.
- Improve workflows, views, and filters based on staff use.
- Refine reporting, dashboards, and metric summaries.
- Expand or improve internal project and program tracking.
- Strengthen automations and clean up system documentation.
- Support final user acceptance testing and handoff.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
