Strategic Technology Planning
TRUSTED BY TECHNOLOGY LEADERS AT
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
Through strategic leadership, project management, and best-practice change management practices, Heller can support your team throughout your major technology project. Our change management 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
Discover how we paved the way for HealthPartners to unite eight disparate health systems in one CRM with our roadmap.
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?