1
5 Essential Tips for Crafting an Expert Fundraising Strategy
2
Salesforce Consultant
3
Communications Toolkit for System Launch
4
Webinar: Preventing Project Failure
5
Cynthia Coleman on Becoming a Certified Change Management Professional™
6
Lynn Krause
7
Worst Case Study: When Everything Went Wrong
8
Hear This: Common Phrases That Undermine Project Success
9
3 Major Reasons Technology Projects Fail
10
What Changes And What Stays The Same
  • we find the best technology for your needsMain Message
  • Strategy Experts
  • Heller Digital - Fundraising & Marketing for Nonprofits
Nonprofit Strategy Experts
We understand your unique needs as a nonprofit
Nonprofit technology experts
we understand the systems that enable your mission
Nonprofit Engagement experts
We understand how to inspire your audience into action

CRM Strategy & Design

CRM Strategy & Design ServicesWith a clear vision and strategy, a CRM system becomes an invaluable tool in delivering your mission and supporting your institution. We guide you to develop a CRM vision to clearly define your needs and goals, and then build a detailed CRM strategy & roadmap that serves you and into the future.

Learn more >>

CRM Implementation

CRM Implementation ServicesOur nonprofit & higher ed experts can implement your CRM ecosystem– aligning strategy, technology, people and processes to match your CRM vision– while deftly guiding your team through the changes that will impact your organization or institution.

Learn more >>

Change Management

CRM Implementation ServicesOur certified change management practitioners help organizations transition from one way of working to another. For new systems to be effective, users with different learning styles, goals and levels of interest must be engaged and willing to adapt. We can give your project teams and leadership the tools to make that happen.

Learn more >>

Technology Strategies for Nonprofits & Higher Ed

Better engage with your constituents, more effectively deliver your services, expand the impact of your mission – these are the key strategic goals of forward-thinking organizations. Contemporary strategies and technologies offer a wide array of options to help you realize these goals. For 20 years we’ve been helping nonprofits develop and align their strategies, technology and operations. Find out how we can help your organization >>
Featured Posts

Worst Case Study: When Everything Went Wrong

worst case study train wreck

When things go awry in complex technology projects, organizations can find themselves trapped between two difficult options. They can continue pushing forward with the initiative, potentially wasting resources on a project that is beyond hope of success, or they can abandon the initiative, undo existing work, and hope for funding to try again in the future. Both options carry risk of damaging support for the project and morale of the organization. If the issues in the project impact the organization’s constituency, their reputation could also take a hit. (Read more about the costs of struggling projects here >>) It can be extremely stressful to figure out the best path forward when mired in issues and trying to carry out business-as-usual at the same time. Unfortunately, technology has not (yet) given us the ability to stop time while we get our operational houses in order, but it can help to reach out to an objective third party for help.

Read More

Hear This: Common Phrases That Undermine Project Success

9 phrases that mean trouble egg brink fall

During a technology initiative, the signs of trouble are not always clear. Team members can be working their hardest to complete their tasks, but somehow the project milestones keep getting delayed or redefined. Rarely do staff want to pull the emergency brake on a project, openly calling attention to major concerns, even if they are frequently discussed in private and impacting costs. (Read about the costs of struggling projects here >>) This is why it’s essential for leadership, managers, and staff to be aware of common warning phrases that can signal trouble is on the horizon for a project.

Read More

3 Major Reasons Technology Projects Fail

3 reasons technology projects fail

Have you ever purchased a kitchen gadget or a piece of exercise equipment that promised to make your life amazing and then used it one-to-six times before abandoning it? I know I’m not the only one who has multiple garlic presses in a drawer and have watched more than I’d like to admit of the infomercial for that twisty board thing that is supposed to tone your entire body. Luckily, those sorts of purchases don’t really result in huge cost overruns or months of lost productivity. However, when we go to work, we tend to bring the same brains that buy gadgets and sometimes use them in large technology projects, but to disastrous results. In our experience, here are the 3 biggest reasons technology projects fall apart:

Read More

What Changes And What Stays The Same

Rachel what changes stays same

We have a full staff retreat every year in January and it is always a really great time for us to connect as a team, review what worked in the past year and what we’d like to do differently this year, and take some time to share new ideas from the field.  I am one of Heller’s boomerang staff members (someone who left the company and returned at a later point), and they let me write the blog post this year to share my perspective on what our retreat looks like after having been gone a few years. Several people asked me through the week “How does retreat compare to those from before you left?” My answer: it was both pleasantly familiar and inspiring in whole new ways. The general feel of the retreat – the comradery amongst the team, the humor and productive-but-not-stuffy nature of the meetings – was very much the same. But the content of what we talked about was deeper and smarter and more focused than I think it ever has been.

Read More

Review of Business Intelligence Tools for Nonprofits

reporting-is-not-analytics

Every year more organizations are embracing the potential of advanced CRM systems and the wealth of data they generate. Business intelligence tools for nonprofits are designed to transform that valuable data into knowledge, helping organizations increase the impact of their missions. Expanding on the capability of applications designed for the commercial sector, nonprofits now have a variety of affordable options to unify disparate data silos and conduct genuine information analysis.

Read More

The Costs of Struggling or Failing Projects

cost-of-project-failure

The costs of struggling or failing projects are very real and can result in both short and long-term impact on an organization’s ability to deliver its mission. This shouldn’t come as a surprise–every initiative costs time and resources. However, less obvious costs that enter the equation as a complex implementation initiative starts to struggle do often come as a surprise and can really throw things off. As a project’s risk of failure increases, it becomes difficult to establish a clear, objective viewpoint. It’s common for teams to scramble for solutions as well as find someone to blame for the problems they are encountering.

Read More

Transcript: Revolution Online: CRM Options for Enterprise Nonprofits

On November 16, Heller presented the seventh and final installment of our CRM Options for Enterprise Nonprofits webinar series designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology. Below is the transcript of this installment focused on Revolution Online, a CRM built by ROI Solutions.

Read More

Dreamforce Session on Change Management

dreamforce-video-slides-change-management

At Dreamforce this year,The Chicago Council on Global Affairs’ Database Services Officer Sara Darga presented with Keith Heller on how to strategically manage change during a technology project. Sara shared some of the tools and techniques that make up a comprehensive Change Management Success Framework and Keith outlined a few of the red flags that indicate a project might be in jeopardy. In this session they show how The Council’s combination of an effective change management plan and real-time monitoring was instrumental in helping them achieve extremely high user adoption of their system, allowing them to provide a more effective forum for world leaders, policymakers, and other experts to speak on global issues.

Read More

How Do Nonprofits View Change?

not-change-we-mean

It’s nearing the end of the year, and many nonprofits are their busiest during this quarter. With all of the year-end campaigns, fundraising activities, and general calendar-year close going on, it can be a time when an organization can feel at capacity. To make sure that no one burns out, organizations plan carefully to make sure that every task is assigned appropriately and that all that hard work is rewarded with bowls of chocolates or even a morning celebration when the year-end fundraising goal gets surpassed.

Read More

Earning a Salesforce Application Architect Certification

salesforce-certified-application-architect

Heller is excited to announce that Val Maulbeck has earned her certification as a Salesforce Application Architect! Congratulations, Val! If you’ve been keeping score at home you may remember our frenzy of Salesforce certifications from Dreamforce 2016. Val was member of that Exceptional Eight earning her Platform Developer I certification. Clearly, she didn’t think that was enough, and has been working hard this year for a few more.

Read More

Copyright © 2018 Heller Consulting.