Keeping your fundraising strategy, operations, and technology in alignment isn’t easy, but it’s essential to your success. With the right guidance, you can vastly improve your everyday and long-term operations. Easily eliminate manual workarounds for common tasks, simplify your reporting structure, view all of your datasets in one place, and accomplish pretty much anything else on your wish list. We’ve helped the most well-respected organizations in the industry achieve these goals countless times, and we’re ready to help your team succeed.
Operational Assessments
Lay a solid foundation for process improvement by identifying inefficiencies in your operations and preparing your organization for change. By analyzing current procedures through the lens of your long-term vision, we’ll help you align your operations and technology with strategic planning for the future.
Details
- Analyze people, processes, and systems together to identify alignment opportunities
- Discover risks, opportunities, and strengths that will help guide your strategy
- Audit your full technology ecosystem to improve efficiency
Fundraising Process Improvement
Every fundraising process has its strengths and weaknesses. Are you aware of yours? Discover which areas to optimize for greater efficiency and impact. From development efforts to gift processing and data management, we’ll help you modernize your fundraising process with a focus on results.
Details
- Streamline or automate manual and time-consuming processes
- Align business processes with your fundraising pipeline and donor journey
- Establish a supportive structure for your team to succeed
Digital Transformation
Digital solutions are powerful tools for fundraising and engagement, but they take the right skillset to fulfill their potential. We’ll help you develop digital marketing strategies, build donation and event pages, or establish metrics to signify progress, just to name a few.
Details
- Develop a strategy and prepare your technology to support digital campaigns
- Improve email design & deliverability
- Enhance donor experience & retention
- Assess effectiveness of digital platforms and evaluate marketplace options
Custom Development & Integrations
Sometimes, out-of-box technology features only get you so far. We take the platforms that work pretty well and customize them to be just right for you. By aligning your technology with your business processes, you’ll start eliminating inefficiencies and reducing frustration.
Details
- Optimize your donor journey
- Improve omnichannel response and conversion
- Track and use data to drive your strategy
- Customize your CRM or online fundraising systems
- Implement custom integrations, one-way or bi-directional
- Use your systems more efficiently to get better results
Data Insights: Analytics & Reporting
Gain a clear view of your trajectory by letting your data tell the story. We help you synthesize your multitude of datasets— website analytics, online giving dashboards, detailed CRM reports— and provide you with the tools you need to make data-driven decisions.
Details
- Establish metrics and key performance indicators
- Build custom reports in SSRS, Tableau, or Power BI
- Set up Google Analytics 4, Google Tag Manager, BigQuery
- Establish dashboards for leadership, development, annual giving, and more
Data Governance & Management
Raise confidence in your data and have more trust in your reports with an effective data governance framework. We help you weave data quality, security, and privacy together so you can successfully manage data assets across your organization. This establishes a mutual decision-making framework for Operations and Development front-line staff to work in collaboration.
Details
- Improve data quality and management
- Optimize business intelligence outputs
- Standardize data processes, policies, definitions, and roles
- Set up and onboard Data Governance Council
- Create data governance artifacts to guide decisions and actions