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.

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 intelligenc...

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Introduction to Analytics for Nonprofits

Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of information a...

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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 da...

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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 comple...

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Tips for Nonprofit Marketing Automation

Hi there! You found an older version of our marketing automation guide. An updated version can be found here.    Nonprofit marketing a...

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