We help Higher Education and Healthcare Organizations build Advancement Operations to achieve Transformational Philanthropy

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Our Services

Using our Strategic Integration Methodology, we translate the vision of Executive Leadership into operational strategy,  implementation plans, and change management programs.

Our clients get the results they want:

  • Collaborative teams
  • Donor-centric business practices
  • Actionable and reliable data
  • Integrated CRM (constituent relationship management) technology solutions

If any of this aligns with your goals…
CONTACT US

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Implementing a New Advancement CRM Platform with a Remote Team: A Comprehensive Guide

In today’s increasingly digital world, implementing a new Constituent Relationship Advancement (CRM) platform with a remote team has become more common. This approach offers flexibility and access to a broader talent pool but also presents unique challenges.   We’ve created a comprehensive guide highlighting critical aspects of successful remote CRM implementation. From creating a detailed […]

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Unlocking Success: The Power of Embracing Your True Self in Consulting

In the consulting world, there’s often an unspoken rule: Keep your personal life separate from your professional one. For over a decade as the founder of Precision Partners Consulting, I’ve heard this advice. “Be careful about what you share with clients about your personal life,” they say. “It can be seen as unprofessional.”   But […]

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The Importance of Ongoing Training in CRM Implementation Success

When implementing a new Constituent Relationship Management (CRM) system, users must be appropriately trained and equipped to use it effectively. Otherwise, you risk hindering CRM implementation success.   Many organizations recognize this need and outsource the initial training to a consultant or vendor, particularly during the Go-Live phase. However, the importance of ongoing training and […]