Strategic Technology Planning

Three people sit at a desk with laptops in an office setting. A woman in a blue blazer and yellow shirt smiles at a colleague, while another woman works in the background. There are plants and computers on the desk.

TRUSTED BY LEADING ORGS INCLUDING

Platform-Agnostic Services to Empower Your Mission

Having the right technology strategy is essential to amplifying your impact. At Heller Consulting, we start by understanding the unique challenges your organization faces and work with you to create a technology plan that is easy to use and forward-looking, and that aligns with your goals.

Our experts empower you with the right tools and strategies so you can focus on what matters most—your mission.

Strategy Services

CRM Roadmap

We help you create a comprehensive roadmap that aligns your CRM strategy with your organization’s mission and goals. The final product is a blueprint that we can partner with you to execute, or you can bring back to your team to conduct your own selection effort.

Technology Roadmap

Our experts take a broad view of your ecosystem and determine what can stay, what can go, and what needs to be enhanced. Heller’s Technology Roadmap identifies technologies beyond just CRM that will bring efficiencies and help to optimize your return on investment, addressing your immediate needs while preparing you for future growth and innovation.

Fractional CIO

Nonprofits engage Heller to serve as CIO advisory, offering data governance frameworks, enterprise solution roadmaps, information security, and budget management.

Change Leadership

Our approach begins by understanding the unique dynamics of your institution—how your team operates, communicates, and adapts to change. We run implementation readiness and user adoption planning, launch strategy, stabilization, enablement, and post-launch support.

Technology Selection

Our service takes you through vendor demos, system comparisons, and project planning using selection methodologies and templates, supplemented with our decades of experience and best practices in nonprofit tech.

AI Strategy Assessment

We review your current state and organization's readiness to implement Artificial Intelligence technologies, identifying gaps and areas for improvement in your infrastructure and data management practices that can hinder the effective use of AI.

These efforts also identify opportunities for leveraging AI to address specific needs, improve efficiency, optimize processes, enhance decision-making, or better serve your mission. You will get an AI Strategy and Roadmap that documents the defined goals, challenges, and opportunities identified.

Case Studies

HealthPartners logo featuring two overlapping diamond shapes, one green and one blue, with a smaller purple diamond in the center, next to the words HealthPartners in black text.

Discover how we paved the way for HealthPartners to unite eight disparate health systems in one CRM with our roadmap.

Canadian Cancer Society logo featuring a yellow daffodil on a blue background next to the organizations name in blue text.

We helped the Canadian Cancer Society accelerate its gift processing by streamlining gift entry and creating tailored support for complex giving needs.

Ready to Get Started?

Your mission deserves the best technology strategy. Let’s work together to create a plan that not only meets your current needs but also sets you up for future success. How can we help you reach your goals?

contact us
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.