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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Change Management: How to Transition from Current State to Future State

  Constituent Relationship Management (CRM) systems are often based between an “as is” (the current state) and a “to be” (the future state.) However, many project teams and organization leaders consider the future state only from an organizational perspective.   Common future state goals may include a documented and managed process like a production process […]

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How to Evaluate Your Business Processes During a CRM Implementation

  For a Constituent Relationship Management (CRM) implementation to succeed, the focus (from the beginning) must be on how the system supports and integrates with (and enhances) an organization’s business processes.   It is essential to undergo a business process analysis during your CRM implementation. Doing so will help to uncover challenges within your automation […]

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Workgroup Lead for Advancement CRM Implementation: The Inside Scoop

  Precision Partners sat down with two workgroup leads from The University of Texas MD Anderson Cancer Center to discuss their advancement Constituent Relationship Management (CRM) Implementation. We discussed the responsibilities of being a workgroup lead, challenges they overcome regularly, and important qualities to have to succeed in this role.   Here’s the inside scoop. […]