Apex Strategic Consulting

Strategy grounded in evidence.

Apex is a small consulting practice for nonprofits, NGOs, community organizations, and small businesses. We handle strategic planning, program evaluation, and the data systems underneath them, using the research methods our principal trained in as an epidemiologist.

We work with
Nonprofits NGOs Community Organizations Small & Mid-Sized Businesses
Who we are

We bring research methods to decisions that usually get made on instinct.

Apex Strategic Consulting is a small firm. We build data systems, evaluate programs, run strategic planning processes, and help organizations put new technology to work without adding staff.

The practice was founded by a public health scientist and epidemiologist who worked at the CDC's National Institute for Occupational Safety and Health, then in a regional health department and in the nonprofit sector. That background shows up in how we handle evidence: we say what a number can support and what it cannot.

A lot of consulting is process for its own sake. We start with the question you actually need answered, then build the framework or system that answers it. When the engagement ends, your staff should be able to keep it running.

Explore our services
Years of work in federal, public health, and nonprofit settings
Practice areas, most engagements draw on two or three
Business days to hear back from us
What we do

Five practice areas

Most engagements pull from more than one of these. Each comes with a written method and a defined list of deliverables, so you can see how a result was produced.

01

Strategic Planning & Program EvaluationBoard-level decision support

Planning processes that bring your board and staff into the room, plus the measurement framework that tells you a year later whether the plan is working.

  • SWOT analyses
  • Needs assessments
  • KPI development
  • Logic models
  • Theory of change
OutcomeA plan your board can act on, and a way to check it.
02

Data Infrastructure & AnalyticsFrom raw data to intelligence

We design the data systems, dashboards, and reporting pipelines that turn scattered program records into something a director or a funder can read in five minutes.

  • SAS
  • R
  • SQL
  • Power BI
  • Tableau
  • Reporting pipelines
OutcomeReports that pull from live data instead of being rebuilt by hand.
03

AI & Technology Workflow IntegrationModernizing operations

AI-assisted tools, automation, and no-code workflows for the reporting and communications tasks that quietly consume staff hours every month.

  • AI-assisted tooling
  • Automation frameworks
  • No-code pipelines
  • Reporting automation
OutcomeStaff spend less time on repetitive reporting.
04

Public Health Research & EpidemiologyMethodological expertise

Epidemiological methods applied to program research, grant reporting, community health assessments, and chronic disease prevention work.

  • Logistic regression
  • Survival analysis
  • Descriptive epidemiology
  • Community health assessment
OutcomeAnalysis that holds up when a reviewer checks it.
05

Project & Program ManagementKickoff through delivery

Day-to-day management of complex, multi-stakeholder projects: roadmaps, budgets, and the performance tracking that keeps a schedule honest.

  • Implementation roadmaps
  • Financial models
  • Performance systems
  • Stakeholder facilitation
OutcomeSomeone accountable for the schedule and the handoff.
Selected work

Selected engagements

Four representative projects in public health, nonprofit, and NGO settings. Client names are anonymized where confidentiality applies. Full case studies are available on request.

Data & Analytics
Regional Health Department

Community health data infrastructure overhaul

Twelve programs were tracking outcomes in separate spreadsheets. We consolidated them into one SQL warehouse with dashboards for program leads and health-equity reporting.

Less time spent on manual reporting
Programs on one live dashboard
Strategy & Evaluation
Youth Development Nonprofit

Three-year strategic plan & evaluation framework

We facilitated the planning process with the board and staff, then built the KPI dashboard that connects each program to an outcome the board tracks quarterly.

Year roadmap adopted by the board
KPIs linked to mission outcomes
AI & Automation
Public Health NGO

Automated grant-reporting workflow

Quarterly funder reports took two staff most of a week. We replaced the manual assembly with AI-assisted drafting and a no-code pipeline that reads live program data.

Staff hours saved each quarter
Funder reports automated
Research
CDC / NIOSH · Federal

Occupational health surveillance analysis

Logistic regression and survival analysis on occupational health surveillance data used in national policy work.

Methods: survival & logistic models
Nat'l
Policy-informing surveillance
Relevant experience

Where the experience comes from

CDC / NIOSH · Federal

Epidemiologist & Biostatistician

Occupational health surveillance and the statistical analysis behind national policy recommendations.

Regional Health Department

Community Health Data Manager

Ran community-level data infrastructure and program reporting, including health-equity analysis for at-risk populations.

Nonprofit & NGO Sector

Strategy, Evaluation & Data Systems

Strategic planning, evaluation, and data systems work with youth development, health equity, and social service organizations.

UAB · Academic Research

M.S.P.H., Applied Epidemiology

Graduate training in survival analysis, logistic regression, and analytic epidemiology at the University of Alabama at Birmingham.

PrincipalMSPH, Epidemiologist
The principal

Run by a scientist who has held your job

Founder & Principal Consultant · MSPH

Our principal is a public health scientist and epidemiologist. The work has moved from federal surveillance to regional public health data management to the nonprofit sector, which is to say the same kinds of organizations Apex works with now.

So we know what it is like to be short two staff and still owe a funder a report. Engagements are scoped with that in mind: a defined set of deliverables, a method you can read, and enough documentation that your team is not dependent on us afterward.

M.S.P.H. · UABCDC / NIOSHSAS · R · SQLPower BI · TableauSurvival AnalysisLogistic Regression
Why Apex

What you can expect

Methods you can check

Every framework and analysis comes with its method written out, so a board member or a funder can see how we got there.

Experience on your side of the table

We have worked inside federal, public health, and nonprofit organizations, and we scope projects around the capacity you actually have.

Defined deliverables

You know before we start what you will receive, when it arrives, and what it will cost.

Training and documentation

We hand over systems your staff can operate, with the written instructions to do it.