How we united eight health systems in one CRM
HealthPartners operates eight hospital foundations—and previously, each had its own CRM. This siloed approach caused inefficiencies and duplicate fundraising efforts.
Heller Consulting worked with each foundation to assess systems, prioritize requirements, and create a shared technology vision. The result was a clear roadmap of CRM options that met the organization’s needs for collaboration and donor stewardship while preserving each foundation’s local identity.
Read the HealthPartners case study.
“Prioritization is key because there might be some features that users want today but it’s not shared across the eight foundations. It might be a high priority for one but not the other. As we are trying to build a system that works for all of us, we have to prioritize. Heller took the time to meet with each foundation individually.”
