Airtable Assessment and Optimization Consultant Solutions

The issuing agency is seeking an onshore, United States-based consultant to assess and optimize its existing Airtable system. The agency currently utilizes Airtable to manage team member tracking, vendors, contracts, grants, invoices, staff reimbursements, subgrantee reports, and inventory. The primary objective is to centralize data, improve reporting capabilities, and minimize the current reliance on external tools like Google Sheets for tracking budgets and payments. The scope of work requires a comprehensive review of the current Airtable base structure and workflows to identify inefficiencies, redundancies, and gaps. The selected consultant must propose and implement a redesigned structure that integrates financial tracking, including account codes and grant allocations, directly within Airtable. Additionally, the project involves gathering feature requirements from non-operations teams such as Press and Communications, migrating relevant data from Google Sheets, and developing dashboards for budgets, expenses, contracts, and payments. All performance of the work will take place offsite. Eligible bidders must be organizations based in the United States. The agency is requesting budget proposals from bidders to determine the cost of the project, and responses must be submitted digitally via email or online.