Technology Strategy & Roadmapping
We analyze your current systems, identify gaps, and create a clear roadmap for digital transformation. You'll know exactly which tools to implement and how they'll work together to maximize your impact.
Key Highlights
Leverage Your Technologies
Map out technology decisions that support your organization's mission
Optimize Costs
Find ways to spend less while getting more out of your technology landscape
Unlock New Capabilities
Adopt new technology strategies to solve the problems you want to address
Our Process
Week 0
Discovery
Deep dive into your current systems, processes, and pain points
- Stakeholder interviews
- Systems audit
- Process mapping
- Pain point analysis
Week 1-2
Strategy
Develop comprehensive roadmap and implementation plan
- Gap analysis
- Technology selection
- ROI analysis and budgeting
- Roadmapping and planning
Week 3-4
Implementation
Execute the plan with regular checkpoints and prioritized adjustments
- System setup
- Integration work
- Testing & QA
- Project management support
Ongoing
Optimization
Continuous improvement and ongoing support for optimal results
- Performance monitoring
- User feedback
- Updates & improvements
- Success tracking
Outcomes You Can Expect
55%
Increase in productivity
20-30%
Reduction in operational costs
56%
Expectations exceeded
Tools & Platforms We Work With
CRM & Donor Management
- Salesforce NPSP
- Raiser's Edge NXT
- DonorPerfect
- Bloomerang
Marketing Automation
- HubSpot
- Mailchimp
- Constant Contact
- ActiveCampaign
Payment Processing
- Stripe
- Square
- PayPal
- Classy
Project Management
- Asana
- Monday.com
- ClickUp
- Trello
Analytics & Reporting
- Google Analytics
- Tableau
- Power BI
- Looker
Communication & Collaboration
- Slack
- Microsoft Teams
- Zoom
- Google Workspace