Providing a clear path forward.
IT Consulting, Salesforce & Agentforce, Financial Management & Administration, Grants Management, and Change Management for public and private sector organizations, delivered by a team of professionals who have sat in your seat.
Agencies and organizations we have served
Our leadership team held these roles before they ever consulted on them. They know what a scope change costs an agency, what a compressed timeline actually requires, and what is realistic to deliver, because they made those calls themselves.
We have had the pleasure of serving state agencies, local governments, nonprofits, associations, and more, from targeted process reviews to full-scale system implementations.
Canopy already holds numerous contract vehicles. If your organization procures through one of these, you can engage us by leveraging an approved, existing contract vehicle.
"Technology strategy grounded in budget realities, procurement law, and the political calendar, not vendor roadmaps."
Learn more"Public Sector Solutions, Experience Cloud, and MuleSoft implementations for state agencies and grant-funded organizations, with Agentforce automation built in where it fits the workflow."
Learn more"End-to-end on Salesforce: intake, eligibility, disbursement, reporting, and reconciliation, built to meet federal audit requirements."
Learn more"Accounting operations, Florida PALM transition support, budget-to-actuals visibility, and audit-ready financials for organizations that cannot afford surprises."
Learn more"Implementation discipline for organizations where missed deadlines have legislative consequences and change requires briefings up the chain."
Learn moreWe work with state and local government agencies and the nonprofit organizations and foundations that partner with them, bringing the same operational discipline, compliance expertise, and delivery standards to both.
The Florida Clerks of Court Operations Corporation needed to procure a vendor to design and implement a centralized database consolidating guardianship data from across Florida's court systems, and build a public-facing website to meet its statutory transparency obligations. Canopy guided CCOC through every phase: procurement planning, RFP development, vendor evaluation, contract award, and post-award implementation oversight.
Following the successful contract award, CCOC engaged Canopy to provide ongoing project management advisory and oversight: keeping the implementation on track, applying best practices, and ensuring the final solution met CCOC's statewide service objectives.
Florida State Agency, Grants Program
A Florida state agency was processing grant applications through a 40-step manual intake process. Reviewers spent the majority of their time on completeness checks, eligibility routing, and document verification, work that had no policy discretion attached to it.
We designed and deployed an Agentforce agent that handles application intake, runs structured eligibility logic, routes exceptions to human reviewers, and produces an auditable decision record. It went into production, not a pilot environment, not a controlled demo, in a live grants cycle.
Request the full case studyServices Provided
Outcome: 40+ manual steps automated in a single grants cycle, with a full audit log of every decision and no disruption to program compliance.
They have signed the procurement, defended the line item, waited for the federal questionnaire, and briefed the secretary the morning after a system outage. That experience is not on a slide, it is in every conversation.
Damon Steffens
Managing Partner
Brian Swords
Managing Partner
Ed Wynn
Managing Director, IT Consulting
Joseph Gaines
Managing Director, Enterprise Services
Will Currie
Managing Director, Finance
Lemuel Toro
Managing Director, Accounting
Rebbeca Beers
Managing Director, Salesforce
Former Chief Financial Officer of a large Florida state agency: finance, budget, procurement, contracts, grants, and compliance.
Former Deputy Chief Information Officer of a large Florida state agency: IT strategy, change management, and enterprise adoption.
Former Chief Information Officer of a large Florida state agency: CIO, PMO director, and technology strategist with deep Salesforce experience.
Former Chief of IT Strategic Business Support at a large Florida state agency, project management and federal grant systems specialist.
Former Chief Financial Officer of a large Florida state agency: finance, accounting, budget, procurement, and federal grant management.
Former Chief of Financial Management at a large Florida state agency: grants management, federal reporting, and financial compliance.
14× Salesforce Certified & Accredited | MBA, Salesforce architect passionate about technology that serves public sector communities.
Real people who understand the problems government and nonprofit organizations face, led by leaders who have run these programs themselves and sit across the table with you to solve them.
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