Healthcare Advancement Technology Consulting Services

 

Healthcare organizations face a unique set of challenges, from navigating patient data and complex organizational structures to managing peer-to-peer campaigns. Whether you are a hospital foundation, a cause-and-cure organization, or an advocacy group, Heller Consulting provides the specialized healthcare fundraising technology strategies and support you need to unify your systems, protect your data, and amplify your impact.

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TRUSTED BY LEADING HEALTHCARE ORGANIZATIONS

We understand your cause and cure org’s tech challenges

From hospital networks with attached research institutes to cause organizations managing nationwide events, every healthcare environment is unique. We help you navigate industry complexity so you can focus on supporting the work.From hospital networks with attached research institutes to cause organizations managing nationwide events, your environment is unique. We help you navigate industry complexity so you can focus on providing exceptional care.

Fundraising and Data Silos

Data silos are more than just a headache for healthcare organizations. When data from separate CRMs, fundraising, ticketing, and specialized event platforms isn’t integrated, you’re missing the full picture of your supporters. And if you can’t see your data, you can’t effectively steward your donors. Heller unifies your data, giving you the clarity you need to understand your supporters and raise more funds.

Operational Inefficiency

Healthcare advancement organizations are under constant pressure to “do more with less.” Clunky manual workarounds and reporting tools just slow you down. Our solutions help you automate the busy work so your staff can focus on building valuable relationships.

Grateful Patient Program Gaps

Your patient data has immense potential to grow your grateful patient program, but navigating privacy and data security poses major challenges. Heller helps you deploy tools that identify the right prospects, bridging the gap between clinical care and philanthropy without compromising trust or compliance.

Our services for healthcare fundraising orgs

AI Strategy And Support

AI offers incredible efficiency, but maintaining strict security is essential. We analyze your entire tech stack to build a secure AI action plan that protects sensitive data while powering your mission and playing to your strengths.

CRM Strategy, Implementation, and Management

Your CRM needs to match your workflow. We do more than install software; we ensure your systems can handle the nuances of healthcare philanthropy.

Fractional Chief Information Officer (CIO)

Get the high-level, strategic oversight you need to navigate the complexities of healthcare fundraising technology. As an embedded CIO, Heller helps you integrate critical systems like your CRM and ensure your technology is secure, scalable, and aligned with your organization’s long-term advancement priorities.

Campus-Wide Change Leadership

You can’t make good decisions with bad data. We handle the heavy lifting, cleansing records, merging duplicates, and integrating platforms. The result? Accurate, secure data that is ready for advanced analytics and highly targeted asks.

Technology Roadmaps

Hospitals and healthcare fundraising organizations often have complex software ecosystems. Heller can align your disparate platforms into a single, cohesive engine that supports cross-departmental goals and multi-site operations.

Real results for real healthcare organizations

HealthPartners

As the largest consumer-governed nonprofit healthcare organization in the U.S., HealthPartners faced a massive data challenge: its eight hospital foundations were all operating on separate CRMs. Heller teamed up with their steering committee to untangle these conflicting systems and lay out universal requirements across all eight foundations. Today, HealthPartners operates with a unified technology vision and a clear, shared roadmap for every foundation in its family.

Pancreatic Cancer Action Network

The Pancreatic Cancer Action Network (PanCAN) needed to bridge the gap between its operations and its core mission: connecting patients with clinical trials and specialists. Heller led the strategy and implementation of Salesforce Nonprofit Cloud to make this possible. By leveraging Person Accounts and OmniStudio, Heller helped PanCAN streamline complex intake workflows. The result is a smooth, automated system that allows case managers to efficiently match patients with the right trials and providers, directly supporting better health outcomes.

Canadian Cancer Society

Transitioning from a regional system to a national structure meant the Canadian Cancer Society (CCS) had to merge 20 million records from 10 distinct provinces. Heller managed this massive consolidation, delivering a complete bilingual solution that covered everything from CRM implementation and data cleansing to change management. Today, CCS relies on a unified platform that powers nationwide collaboration and scalable operations.

What sets Heller Consulting apart

Specialty healthcare knowledge

Decades of experience working with sector leaders such as PanCAN, Kennedy Krieger Institute, and many others make us the best-equipped tech consultants for healthcare fundraising. No matter your tech needs, Heller’s Technology Guiding Principles offer a structured path for selecting and implementing software tailored to your organization’s values, growth stage, and risk tolerance.

People-first approach

Hands-on approaches help you implement tech and raise money faster. At Heller, we embed with your team to provide change management, training, and development services that ensure long-term success and staff confidence in your new healthcare fundraising systems.

Proven track record

Since 1996, thousands of nonprofits, including top-tier hospital foundations, have trusted Team Heller. From integrating fundraising systems and streamlining program delivery to making data work harder, we have done it all before and can provide your team with the skills and experience you need to power your advancement program.

Healthcare advancement technology FAQs

What are the benefits of having a healthcare fundraising technology strategy?

A formal strategy allows organizations like yours to move away from reactive troubleshooting and toward long-term growth. When your healthcare fundraising operations are properly integrated, your staff can spend less time on manual data entry and more time on developing grateful patient programs and donor stewardship.

How do we know when it is time to upgrade our healthcare tech stack? 

It’s time to look at new solutions when your current systems become a roadblock to your fundraising efforts. 

Common signs include:

  • Using spreadsheets to bridge gaps between clinical data and your CRM
  • Difficulty getting a clear view of an individual’s engagement donation and engagement history
  • Inability to automate grateful patient outreach while maintaining privacy
  • Campaign reports taking days or weeks to compile

Does Heller recommend a specific platform? 

Heller is completely platform-agnostic. While we have deep implementation expertise in Salesforce, Microsoft, and Blackbaud, our focus is always on your unique needs. We analyze your foundation’s specific workflows and compliance requirements first, then recommend the software that fits your ecosystem best. 

What makes tech implementation successful for healthcare organizations?

A successful implementation goes beyond software configuration. In a healthcare setting, it requires secure data migration, smart integration with organizational systems, and, most importantly, user adoption. Heller ensures that your team has the training and support it needs to adopt the new technology confidently without disrupting relationships.

What is the benefit of working with Heller? 

We understand that healthcare fundraising operates within a highly regulated and unique environment. Heller provides:

  • Healthcare-specific expertise: We understand the nuances of grateful patient programs and the complexities of healthcare data governance.
  • Large-scale strategy: Heller designs integrated technology roadmaps that drive fundraising foward for healthcare and cause and cure orgs, rather than just offering technical troubleshooting.
  • Departmental alignment: We bridge the gap between fundraising goals and healthcare IT and privacy requirements, creating a single source of truth for your entire organization.

Healthcare philanthropy news

Better technology for better health outcomes

Ready to take your healthcare org’s impact to the next level? Contact us to start a conversation about how we can help you reach your goals.

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