Empowering Your Mission with Strategic Technology Planning

Your mission is central to everything you do, and having the right technology strategy is essential to amplifying your impact. At Heller, we start by understanding the unique challenges your organization faces. We work alongside you to create a technology plan that aligns with your mission, is easy to use, and evolves with you as your organization grows. Our goal is to empower you with the right tools and strategies so you can focus on what matters most—your mission.

Looking for a Strategic Technology Plan

Evaluating and Selecting Tools

Choosing the Right Technology

Learn how the Pancreatic Cancer Action Network worked with Heller Consulting to evaluate the organization’s goals and develop a technology strategy that would take the organization well into the future.

Strategic Services

CRM Roadmap

Choosing a new CRM is often a big decision that requires a thorough review of your department’s short- and long-term goals, the needs of your staff, and how it will work to best connect with your constituents. Through a formal discovery process, we help you create a comprehensive roadmap that aligns your CRM strategy with your organization’s mission and goals. This roadmap serves as a guide, helping you make informed decisions and ensuring that your CRM implementation is successful and sustainable. We work closely with your team to ensure that the roadmap reflects your organization’s unique context and future aspirations. 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

The technology ecosystems that power nonprofit organizations and higher education institutions need to be more than a robust CRM. Each type of organization wants to grow its constituent base and do so in an organized way that is cost-efficient. That’s why it’s important to take a broad view of your ecosystem and determine what can stay, what can go, and what needs to be enhanced. The 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.

CRM Comparative Analysis

With so many CRM options and information available, it can be challenging to determine which one is the best fit for your organization. Through a hands-on discovery process, we collaborate with you to provide a comparative analysis of leading CRM systems, helping you evaluate their strengths and weaknesses in the context of your specific needs. Our analysis empowers you to make an informed decision that supports your long-term goals, so your staff can spend time focusing on what they do best – advancing the mission.

CRM Fit Assessment

If you’ve already done the research and have identified a CRM, but you’re not sure if it’s right for your organization, the team at Heller can help you with a CRM Fit Assessment. We’ll analyze the choice against your goals and then determine its suitability. We’ll explain one-time, ongoing, and maintenance costs, organizational readiness, staffing considerations, and data migration planning details, ensuring that you choose a CRM that is both effective and easy for your team to adopt.

Guided Technology Selection

Choosing technology solutions in an organized way tends to yield higher rates of success in using systems to their fullest extent. Our Guided Technology Selection service takes you through vendor demos, system comparisons, and project planning using selection methodologies and templates. We’re there with you every step of the way and offering recommendations based on our years of experience in nonprofit and higher education technology.

Workshops

Technology Fit Workshop

Recognizing that you need to add or upgrade your systems is one thing, but defining requirements is a much bigger task. That’s why we offer one-to-two-day virtual workshops that focus on the needs of your organization. Our workshops show you how to assess your needs thoroughly and methodically. Our experts then help you select the best option. You’ll gain insights into the technology marketplace and learn our recommended phases of implementation based on best practices we’ve developed over the past two decades.

Technology Selection Workshop

The number of constituent-focused technology solutions from new and established vendors has grown exponentially, which means choosing the right system can be challenging. Step one is working with an experienced firm like Heller. Our Technology Selection Workshop gives you the basics on how to assess technology and how to prepare your staff to navigate the technology selection process. The goal is to minimize uncertainty and increase confidence as you enter the market.

Let’s Plan Your Path to Success

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. Contact us to start the conversation.