Our Services
Tailored support for:
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DEVELOPMENT
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IT
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FINANCE
Solutions to help you with:
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STRATEGY
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TECHNOLOGY
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FUNDRAISING OPERATIONS
Development
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We can help you choose, implement and run your CRM platform along with all the related solutions and integrations.
• CRM Strategy Development
• CRM Selection
• Related technology assessment, selections and implementations -
We can help you ensure that your fundraisers and operations teams are leveraging your systems by providing fractional development operations support.
• Change management
• Training and new user onboarding
• CRM Assessment or Diagnostic
• Business process improvement
• Process design or enhancement
• CRM best practice assessment
• Moves management workflow configuration
• Stewardship workflow configuration -
We can help you make data-driven decisions about your fundraising.
• Data Management & Governance
• Direct Mail, Digital, Mid-Level & Major Gifts Segmentation
• Reporting & Dashboard Development -
We can do all the back-office tasks so your team can focus on building strong relationships with donors.
• Event Setup & Registration Management
• Campaign, Fund, Appeal Setup & Analysis
• Data Entry & Bulk Uploads
• Gift Entry & Online Giving Transactions
• Acknowledgements & Pledge Reminders
• Duplicate Management
IT
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We can help you build strategies that align technology with processes and people.
• Business Alignment (People, Process, Technology)
• Multi-year Tech Roadmap
• Organizational Strategy Development
• Strategic Systems Planning
• CRM Strategy Development -
We can help you bring together users and cross-functional teams.
• Support & Staffing Model Design
• Change Management
• Information Technology Partnership Development
• IT Governance -
We can help you pick, implement and configure the technologies that are best for your needs.
• Technology Assessment
• Requirements Analysis
• Technology Selection (CRM Selection)
• Process Design and Enhancement
• Project Management
• Tech Implementation
• Configuration & Architecture Enhancements
Finance
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We can help you integrate your Fundraising and Finance functions.
• General Ledger Posting & Reconciliation
• Revenue Process Improvement
• ERP assessment, selection & implementation (i.e. integrating your CRM with your Finance system)
• Audit support -
We can help ensure that donations are posted in an accurate and timely manner.
• Caging Vendor Selection
• Gift Entry & Bulk Uploads
• Online Gift Transactions
Strategy
Specific Services:
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Strategy
• Business Alignment (People, Process, Technology)
• Multi-year Tech Roadmap
• Organizational Strategy Development
• Strategic Systems Planning
• CRM Strategy Development -
People
• Support & Staffing Model Design
• Change Management
• Information Technology Partnership Development
• IT Governance
Technology
Specific Services:
• Technology Assessment
• Requirements Analysis
• Technology Selection (CRM Selection)
• Process Design and Enhancement
• Project Management
• Tech Implementation
• Configuration & Architecture Enhancements
Fundraising Operations
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Fundraising Systems Management
• CRM Assessment & Health Check
• Other Software Assessment & Health Check (Event module, online giving)
• Code Table & Record Clean-Up
• Duplicate Management
• NCOA & 3rd Party Data Overlays -
Segmentation, Lists & Campaigns
• Campaign, Fund, Appeal Setup & Analysis
• Reporting & Dashboard Development
• Direct Mail, Digital, Mid-Level & Major Gifts Segmentation
• Event Setup & Registration Management
• Moves Management Workflow Configuration
• Stewardship Workflow Configuration -
Gift Processing
• Gift Entry & Bulk Uploads
• Acknowledgements & Pledge Reminders
• Online Gift Transactions
• General Ledger Posting & Reconciliation
• Revenue Process Improvement -
Staff Training & Change Management
• New User Onboarding & Ongoing Training
• Policy & Procedure Guides
• Project Management & Migration Support
• CRM Best Practice Assessment
• Data Management & Governance
