Client Stories
In just over a year, Realize transformed operations at Senior Advocacy Network (SAN) by transitioning every critical tool and process to a cloud-based solution. We streamlined secure email, enabled collaborative document storage, and implemented a client and case management system with integrated VOIP phone and fax.
The following video is a recording of a webinar given to the California State Bar’s Legal Aid and Justice Commission detailing how:
– SAN adopted Google Workspace for secure communication and collaboration.
– Moved from spreadsheets to MyCase for client and case management, integrated with VOIP for automatic call logging.
– Identified measurable gains in efficiency, error reduction, improved communication, and compliance.
– Why SAN partnered with Realize to implement, support, and train staff, in order to control costs while achieving high quality outcomes.
I had been building a back-office ecosystem for 5+ years and feeling stuck – it was stitched together with tools that weren’t helping me anymore, and I was losing out on simple technology that could help my small business run smoother. Realize / Brenna helped design a transition to Google Workspace, paying attention to every little detail, and patiently worked through it step-by-step with me, educating me along the way. I also appreciated Realize breaking the work apart so that we could do it in phases, versus all at once, which would have been overwhelming. I highly recommend working with Realize / Brenna if you’re considering a tech uplift for your small business!
Jason Leuenberger, Founder | Executive Coach | Team Coach
When I stepped into my role as Executive Director of a long-established nonprofit, it became clear that we urgently needed secure, integrated systems for file storage and sharing. The organization had been operating on free Gmail accounts with little in the way of standardized procedures. We needed someone who could quickly assess our needs, work directly with staff at varying levels of tech comfort, and implement sustainable solutions.
Enter Brenna Gould and Realize Consulting. Within weeks, Brenna had us operating like a professional institution—our systems organized, secure, and benefiting from the nonprofit discounts she knew how to access. It truly felt like plugging our organization into an outlet and watching the lights come on instantly.
What made the experience exceptional was Brenna herself. Her professionalism, warmth, and patience made a potentially stressful transition feel easy. She met each staff member where they were, reducing any insecurity and empowering them to adopt new tools confidently. Her approach built not only better systems, but also stronger morale and trust across the team.
Hiring Realize Consultants was one of the best early decisions I made as Executive Director, and I cannot recommend Brenna Gould highly enough.
Executive Director, First Tee Central Valley