Education and Nonprofit Technology Strategy Services
Having the right technology strategy is essential for amplifying your impact. At Heller Consulting, we understand the unique challenges your nonprofit or higher-ed organization faces and work with you to create a forward-looking technology plan that is easy to use and aligns with your goals.
Our experts empower you with the right tools and strategies so you can focus on what matters most—your mission.
TRUSTED BY TECHNOLOGY LEADERS AT
Education and nonprofit technology services
Technology roadmap
To align your CRM strategy with your organization’s mission and goals, Heller creates a comprehensive Technology Roadmap. Our experts take a broad view of your technology ecosystem and determine what can stay, what can go, and what needs to be enhanced to boost efficiency and optimize your return on investment. The final product is a blueprint that addresses your immediate needs while preparing you for future growth and innovation. We can partner with you to execute your strategy, or you can bring your Technology Roadmap back to your team to implement it yourselves.
Fractional Chief Information Officer
Heller can serve as your nonprofit’s Chief Information Officer (CIO), offering data governance frameworks, enterprise solution roadmaps, information security, and budget management.
Change leadership
Through strategic leadership, project management, and best-practice change management workflows, Heller can support your team throughout your major technology project. Our change management approach begins by understanding your institution’s unique dynamics—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 knowledge of the best practices in nonprofit tech.
AI strategy assessment
We review your 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 where AI can 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.
What sets Heller Consulting apart
Platform-agnostic services
Whether you need Salesforce, Microsoft, Blackbaud, or something else, Heller’s strategies are crafted to ascertain and build a tech stack that works for you. We prioritize flexibility and accessibility, ensuring our approach and recommendations adapt to your mission through periods of change.
Tried-and-true guiding principles
We don’t rely on guesswork—we follow proven frameworks. Our Technology Guiding Principles offer a structured path for selecting and implementing tech, customized to your values, growth stage, and risk tolerance. And we’ll be there every step of the way, providing expert guidance.
Technology know-how and sector experience
We understand the vision behind your mission and how to reflect it in your nonprofit technology strategy. For nearly three decades, we’ve worked exclusively with nonprofits and education institutions, giving us unique insights into mission-driven technology.
Nonprofit technology consulting success stories
HealthPartners
As the largest consumer-governed nonprofit healthcare organization in the U.S., HealthPartners had a myriad of system needs related to properly storing and acting on data. Plus, of its eight hospital foundations, all of them use their own CRM. To unify all of this data in one system, Heller collaborated with their steering committee and prioritized system requirements to create an ideal technology vision. HealthPartners now has a clear technology vision in place for its family of hospital foundations.
Canadian Cancer Society
The Canadian Cancer Society (CCS) approached Team Heller with a big challenge: unifying siloed healthcare databases across its 10 locations into one large organizational database. Plus, CCS had bilingual records and legal data requirements unique to Canada. To address these challenges, Heller worked closely with CCS to build a technology solution that met their new needs after their restructuring. Thanks to Team Heller, CCS finally had a single platform and data source to rely on.
Environmental Defense Fund
The Environmental Defense Fund (EDF) is a leading environmental organization with a whopping 1,000 employees who champion environmental causes in 29 countries. The organization faced its largest technological challenge yet—completely migrating from Blackbaud to Salesforce in only 14 months. By working with Team Heller, EDF completed a smooth transition with six weeks to spare.
Ready to Get Started?
Your mission deserves the best nonprofit technology strategy. Tell our experts more about your project.