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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Comparing Remote vs. In-Person for Your CRM Implementation User Training Delivery

  The last two years have brought up unique considerations regarding work environments—especially the ability to work in various locations. The significant shift toward remote or hybrid options has created a unique set of challenges to consider as you plan for your Constituent Relationship Management (CRM) implementation project user training delivery.   As you begin […]

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An Important Resource for Your CRM Implementation: FAQs

  During your Constituent Relationship Management (CRM) implementation project, usually there are a subset of individuals living and breathing the project. But the finalized CRM project impacts beyond this small subset of individuals.    Things get even more complicated factoring in remote teams and time zone differences.    This is why it is essential to […]

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Three Tips to Optimize Your CRM Data Validation Sprint

  Data Validation is a set of capabilities that leverages your Constituent Relationship Management (CRM) integration. A “data validation sprint,” from an agile methodology standpoint, is a set period of doing specific work that must be completed and reviewed at the end. A data validation sprint aims to build a series of experiments that will […]