Advisory Services

​​​​Process and System Assessment

Work with experienced and supportive experts to achieve organizational and digital transformation. We will interview your leadership and staff to understand your needs, identify pain points and inefficiencies, and develop recommendations.

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​​Requirements Gathering and RFP Development

Good requirements lead to smooth vendor selection and system implementation. Work with experts from both sides of the table to produce a great RFP and set your implementation project up for success.

​​Technology Roadmaps 

Every organization should have a clear vision and strategy for technology over the next several years. After working with you to assess your processes and systems we will assist in developing short and long term strategies.

Vendor Selection

Let us be your ally and advocate as you navigate technology and vendors. Interviews and demonstrations can be misleading; we can help sort out which systems and vendors actually meet your requirements.

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Implementation Support

Implementing new software is one of the most difficult processes an organization can go through. Most organizations have difficulty providing staff availability to meet the needs of an implementation project. We can lighten the load on your staff while ensuring that your project stays on track.

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Industry Expertise

We understand your business and can help you organize and automate your processes. We have a focus on serving:
- Grantmaking Organizations
- Fundraising Organizations
- Associations & Professional Societies

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Power Platform

Leverage the Power Platform to manage constituents, enabling enhanced productivity and insights.

Enhanced Reporting

Integrate, organize, and surface your data to empower staff and display the results of your efforts.

AI Automation

Use AI tasks and Agents to automate your business and allow your staff to focus on high value work.