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.

Introduction to Analytics for Nonprofits

Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of informatio...
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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...
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CRM Vision: An Essential Part of a CRM Roadmap

Defining a CRM vision is one of the first and most important steps when considering a CRM initiative, and an essential component of a com...
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Tips for Nonprofit Marketing Automation

Nonprofit marketing automation is in the midst of a technology tipping point. Powerful marketing automation tools have been available to ...
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Managing Technology Change at Enterprise Nonprofits

Managing technology change is becoming an important topic as nonprofit organizations adopt advanced CRM systems. Driven by the expectatio...
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