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

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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How is Tableau Software different from Microsoft Power BI?

The world of data visualization and analytics is moving fast. However, to remain relevant in the data analytics field, a tool must have that unique mix of power, ease of use, brand recognition, and price. When it comes to Tableau Software https://www.tableau.com and Microsoft Power BI https://powerbi.microsoft.com/, both tools have this “secret sauce,” which is […]

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Here’s How to Give Your Advancement CRM Project Communication a Digital Refresh

Having a Constituent Relationship Management (CRM) communication plan is important, especially during your implementation phase. The way in which you communicate with users before, during, and after your CRM implementation is crucial to the project’s long-term success. Open and consistent communication throughout your CRM implementation keeps your project on track (and in scope)—ultimately supporting your […]

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You Need to Conduct the Stakeholder Interview During a CRM Implementation and Here’s Why

  A Constituent Relationship Management (CRM) Implementation is a significant undertaking. We’ve discussed this at great length in previous posts. However, whenever undergoing a CRM implementation, many times, institutions neglect to interview stakeholders. But stakeholders play a significant role in determining the success of CRM implementation—their collaboration means crossing the boundaries to full adoption.   […]