Case Study: National Brain Tumor Society

In 2008, the National Brain Tumor Foundation in San Francisco merged with The Brain Tumor Society in Boston to become one organization under the name National Brain Tumor Society. As a result, the newly formed NBTS needed to merge their two databases and get their fundraising processes in sync and turned to Heller Consulting.

Heller Consulting helped NBTS:

  • Align their fundraising and communications operations
  • Develop business processes so users from multiple departments can track important data while protecting sensitive donor information
  • Coordinate major donor cultivation practices within the structure of the combined fundraising database
  • Move databases and systems to the Salesforce platform CRM so data and processes would be available through web browsers regardless of the computer platform
  • Streamline the patient services and call center processes

“We had two organizations with different gift processing and data entry practices. Heller Consulting listened to our goals and worked them into a single approach that made sense. They shared industry standards for how to process donations efficiently and helped us create a data sharing policy that made sense for the new organization,” Becca George, Database Manager, NBTS, said.

Download the case study now to read more about how NBTS and Heller worked together to combine two unique organizations’ data, and create a coordinated system for the new organization to utilize from coast to coast.

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