.png) ### The Company Project Forest is a Canadian nonprofit organization founded in 2020 with a mission to rewild Canada's landscape, one forest at a time. Based in Edmonton, Alberta, the organization partners with Indigenous communities, conservation groups, private landowners, and corporate sponsors to afforest non-productive agricultural land and restore native forest ecosystems across Western Canada. Working closely with silviculture foresters at Tree Time Services, Project Forest develops site-specific planting plans, draws on the largest privately held seed bank in Alberta to match species to sites, and manages the full project lifecycle from pooling funds to post-planting monitoring and impact reporting. The organization recently planted its one millionth tree. With an active portfolio of planting and monitoring projects across multiple sites, and accountability to funders, board members, Indigenous land partners, and field crews, clear and accessible project data is a core operational requirement. A lot of time was spent digging through files, going to the site numerous times. We couldn't trust the data. Sustainability Team Karve Energy Inc. ### **The Challenge** Before adopting Matidor, Project Forest was managing its entire project portfolio through Excel spreadsheets. That approach worked at a smaller scale. As the number of active sites, funders, and project stages grew, the limitations of Excel became a direct operational problem.​ Excel slowed down significantly as data volumes increased. Presenting project status to the board of directors and corporate sponsors required manually translating spreadsheet data into something visually interpretable — a slow and inconsistent process. Multiple spreadsheets created data fragmentation, and that fragmentation produced errors and inconsistent reporting.​ The core problems: - Excel performance degraded as project data volumes grew - No visual way to present project locations or progress to boards and funders - Slow, inconsistent reporting across multiple spreadsheets - Data errors from fragmented, manual workflows - Difficulty communicating the story behind the data in stakeholder meetings​ For a nonprofit accountable to corporate sponsors and a board of directors, the inability to show real-time, map-based project progress was more than an inconvenience. It was a gap in how the organization demonstrated impact and earned continued support. ## Why Matidor Project Forest needed a platform that could consolidate the entire portfolio into one accessible system and make that data visually legible for internal and external audiences. The work is inherently spatial: each planting site has a specific location, a distinct set of monitoring requirements, and defined funders tied to it.​ Matidor's [location intelligence and GIS mapping](/content/product/location-intelligence/index.html) addressed the most pressing gap directly. The ability to draw polygons on a live map, attach photos to specific locations, and show a board exactly where each project sits in its development funnel was something Excel could not replicate. Combined with [portfolio and project management](/content/product/project-management/index.html), [budget and cost control](/content/product/budget-cost-control/index.html), and [field operations](/content/product/field-operations/index.html), Matidor gave Project Forest a complete operational system in one place.​ ## The Solution in Action ### GIS Mapping and Visual Stakeholder Presentations Every active project is now visible as a polygon on the Matidor map, with photos, documents, and status information attached directly to each site. This transformed how Project Forest communicates with its board of directors and land partners. Instead of walking through a spreadsheet in a meeting, the team opens the map, zooms into a specific project, and shows exactly where it sits in the organization's development funnel.​ The GIS capability also supports real-time field decisions. During land tours with partners, polygons are drawn directly on the map as the team walks or drives around a prospective site. That spatial data feeds immediately into planning: how many trees to request from nurseries, which species to prioritize, and how to allocate resources across the portfolio. The visual! When I show our Board of Directors a tangible map that we can zoom into a project and see where it's currently sitting in our Funnel. Makes it all make sense for everyone. If they have a question, I can easily show them. Stephen Kaiswatum Project Forest When we see a map, we can properly allocate the funds and resources to projects. A map gives us that initial idea of how many trees we will need to request from Tree Time to grow in their nurseries. Earlier that knowledge is formed, labeled, confirmed, the quicker the nurseries can start growing said trees. Stephen Kaiswatum Project Forest Faster updates hands down. Whenever a project moves into another Funnel Stage I can update it quickly and with ease. Secondly, when I'm on a Land Tour with a land partner, I can draw the rough polygon for them as we walk/drive around. Stephen Kaiswatum Project Forest ### Portfolio and Project Management Project Forest organizes all active work in Matidor using three main categories: Base Information, Primary Contact Information, and Project Specifics. The comments section functions as a living project log, updated daily with notes from meetings, site visits, conversations, and ideas.​ Documents central to each project — including Letters of Support, Memoranda of Understanding, and monitoring photos of plant growth — are attached directly in the Files section of each project record. This keeps everything associated with a site in one place and eliminates the need to search across shared drives or email threads. Whenever a project moves into a new funnel stage, the update takes seconds. ### Field Operations and Monitoring Assessments Project Forest uses Matidor's field operations module to manage the monitoring and documentation work that follows every planting. Forms in active use include Monitoring Assessments, Planting Plans, Site Point Information, and Inspections. Tree Time staff now update data directly in the field, tied to the exact site and the exact tree. Monitoring photos of tree growth are captured through Monitoring Assessment forms, building a visual record that can be shared with funders and partners. Easier for employees of Tree Time to update the data on the exact site, on the exact tree. Stephen Kaiswatum Project Forest Visually seeing the updated photos of the trees' growth through the Monitoring Assessments. Stephen Kaiswatum Project Forest I believe if we connected with Power BI it would be another great tool to use. Specifically, with our corporate sponsors, an interactive single executive portfolio dashboard is already being requested. This would address that current issue we're facing. Stephen Kaiswatum Project Forest ### Budget and Cost Control Project Forest tracks all project budgets and costs within Matidor. The platform provides the visibility the organization needs to manage funds responsibly across a portfolio with multiple funders and overlapping timelines.​ Looking ahead, Project Forest is planning a Power BI integration to build an interactive executive portfolio dashboard — a request already coming from corporate sponsors who want a single, real-time view of costs and project performance across the entire portfolio. ## Results and Impact Time saved, faster reporting and ease of project handling/managing. Stephen Kaiswatum Project Forest Since adopting Matidor, Project Forest has seen direct improvements across reporting speed, project coordination, and stakeholder communication. Time saved, faster reporting, and ease of project handling are the measurable outcomes Project Forest's team describes since adopting Matidor. The scale of improvement is described as 10x faster and more efficient. Before Matidor With Matidor With Matidor Project data management Multiple Excel spreadsheets, slow and error-prone Single platform with all projects, contacts, and documents Board and funder presentations Manual data translation from spreadsheets Live map showing every project in its funnel stage Field data collection Manual entry, data tied to spreadsheets Mobile capture by Tree Time staff, tied to exact site and tree Reporting speed Slow, inconsistent, hours of compilation Described as 10x faster and more efficient Land tour documentation Verbal or notes-based Real-time polygon drawing during site walks Monitoring photos Stored separately Attached to specific sites inside Monitoring Assessment forms