Heller Consulting Case Studies
We have helped these nonprofit, education, and healthcare organizations turn complex challenges into measurable progress. Each case study reflects a partnership grounded in listening first, aligning to mission, and applying the right mix of strategy, technology, data, and change management.
Across platforms and organizational models, these engagements highlight what’s possible when people, process, and technology move together.
TRUSTED BY LEADING ORGANIZATIONS INCLUDING
Microsoft 365 Insights implementation
The Society for Science got better segmentation, personalization, and opt-out compliance with Heller Consulting’s implementation of Microsoft 365 Customer Insights.
Salesforce Nonprofit Success Pack implementation
Heller accelerated the Canadian Cancer Society’s gift processing by streamlining Salesforce gift entry and creating tailored support for complex giving needs.
Salesforce implementation for advancement
We helped Gordon College implement a new advancement package and expand their fundraising and major gifts management capability.
Strategic CRM roadmap
Find out how the Humane Society Silicon Valley got a 360-degree view of donors in Salesforce and personalized their communications based on engagement history.
Salesforce Nonprofit Cloud implementation
Heller Consulting led PanCAN through a strategic implementation of Salesforce Nonprofit Cloud, integrating patient care systems into their core CRM.
Raiser’s Edge streamlining
We led a comprehensive project to optimize The Hamlin School’s core technology, which included a thorough evaluation of systems and processes, priority setting, Raiser’s Edge streamlining, and training.
Technology roadmap and selection
Heller led the Greater Chicago Food Depository through a technology roadmap process and supported their selection of Microsoft as the backbone of their org.
Strategic technology roadmap
HealthPartners had eight distinct hospital foundations, each using its own CRM. Heller Consulting helped the organization map its tech needs and build a roadmap for a united future.
Salesforce NPSP implementation
We led the food bank on a modernization project with Salesforce at its core, which allowed the food bank to pivot effectively in a crisis.
Fundraising technology roadmap
Heller led the zoo’s philanthropic organization through a strategic assessment, delivering a technology plan designed to confidently reach their future state goals.
Salesforce and Kindsight Ascend implementation
Heller created a cross-functional team and led Loyola through a best-practice process for implementing Salesforce and Kindsight Ascend that was customized for their specific needs.
CRM Roadmap and Salesforce NPSP Implementation
Heller Consulting unified 16 departments and their tools in a single CRM that manages everything from puppy welfare to donor management.
Ready to get started?
If you’re from a nonprofit, education, or healthcare institution and you need help with your technology project, get in touch!