Guides

Our executive guides are designed for leaders at nonprofits and higher education institutions of all sizes. Our hope is that these equip you make better decisions for your organization as you adapt and evolve your technology strategy in this ever-changing landscape. If you have any questions, or just want to chat about one of our guides, please contact us. We’re happy to discuss.

Preventing Unexpected Costs in CRM Implementations

Your organization is stuck in the 20th century, technology-wise and it’s taking a toll on your ability to work effectively. You turn to...
Download Now

Communications Toolkit for System GoLive

Change is hard for most people and launching a new CRM system introduces a level of change that can be surprising. “It’s just a piece...
Download Now

Review of Business Intelligence Tools for Nonprofits

Every year more organizations are embracing the potential of advanced CRM systems and the wealth of data they generate. Business intellig...
Download Now

Introduction to Analytics for Nonprofits

Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of informatio...
Download Now

In Focus: Reducing Risk During Data Migrations

Every nonprofit has a wealth of data. Everything from volunteer contact information to complex donation history is housed in an elaborate...
Download Now