IT Strategy

Each of our clients has a unique organization, with dedicated staff who do the best with what they have - often disparate, aging platforms that don’t talk to each other. You shouldn’t struggle with your software or your vendor. Let us take away the frustration, confusion, and doubt you feel by aligning your technology to your organization’s vision and strategy.

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Fractional CIO

Think of a fractional CIO as your on-demand chief information officer. Organizations of any size require a technology strategist who can oversee information systems in support of their strategic plan. If you do not have a CIO on your staff, you can use our experience and expertise with associations and nonprofits to deliver plans that will meet the needs of your board, your current and future customers, and your staff. We will help you understand what you have, help you do more with what you have, and help you plan for the future.

Helping You Understanding What You Have

Before you can get more out of your system or plan for the future, you need to know what you already have. We can help.

IT Assessments and Audits

Discovering what you already have is the first step to helping you get what you need. Our technical team will work with your staff to discover your technology infrastructure, as well as your staff capabilities and competencies. Then we can compare how you stack up against similar organizations.  

Systems Requirements Analysis

As you prepare to select new software that will power your organization, it is important you find the right fit. Through conversations with your key stakeholders, we work with you to understand what you need now, and we will help you plan for the future.

Business Process Review

To attain the highest performance from your staff and your technology, you must establish a solid foundation built on the right tasks from start to finish. We can help you map your current workflows and recommend strategies that will eliminate wasted effort.

Helping You Plan for the Future

We have spent our careers in associations and nonprofits, so we know the long cycle required to compile a budget, get it through committees, and finally have it approved. Let us help you build a strategy and business cases to get your priorities funded.

IT Planning & Budgeting

We understand that the bottom line in the first draft of the annual IT budget usually reads something like “as little as possible.” We want to help you understand what is possible with the right approach, not just for this year, but as part of your organizational strategy.

Systems Selection

Choosing the right platform for your needs, scale, and budget is confusing, complicated, and frustrating. You can trust us to help you identify, select, and implement the technology solutions that best match your organization. We want you to be excited about your software.

Helping You do More with What You Have

To get the most out of your software investment, you may need to train or supplement your team or better understand how your platforms should work for you.

Staff Augmentation

Specialized software requires training, expertise, and experience. We can help your team for short-term projects, embed one of our consultants more permanently, or help you find your next star employee. We are your partner in finding the best solution for your organization.

Our consultants can help support your:
  • Association management system (AMS)
  • Learning management system (LMS)
  • Database
  • CRM
  • Event software
  • Email marketing software

System Optimization

When you invest in the technology that helps power your mission, it is not a one-time transaction. Quickly, the needs of your constituents change, the needs of your staff change, and the needs of your organization change. We can help you get the most out of your investment by helping you use, maintain, or reconfigure the features and functions you are already paying for.
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Digital Transformation Strategy

Even a well-meaning strategic plans and strategic visions can be undermined by a lack of technological knowledge and resources. What was once thought of as “digital marketing” or a “digital strategy” separate from core operations have now become essential parts of all organizations. We can help you align your marketing, communications, and operations strategies to give you the best layered technologies for your organization’s needs.

Customer Journey Mapping

Your constituents need to easily find information, resources, products, and services. Through personas that represent your typical users, we can help you plan for and deliver helpful relevant experiences.

Constituent Personas

Being customer-centric means understanding who your constituents are and what they are trying to accomplish. To do this, we help you build sketches of who your typical members, non-members, donors, meeting attendees, board members, and non-board members might be. Understanding your typical constituents is key to understanding how to best serve them.

People: Create the Right Fit

Train or augment your team for short-term projects or embed one of our consultants more permanently. We are your partner in finding the best solutions for your organization.

Process: Work Smarter, Not Harder

Whatever your challenge - finding ways to leverage your email marketing platform or migrating to a new association management system - we design and implement workflows that help you work smarter, not harder. Put our knowledge of association best practices to work for you.

Technology: Match Your Unique Technology Needs

You can trust us as a technology partner because we deliver peace of mind. There is no "one size fits all" solution for every organization. Let us help you identify, select, and implement the technology solutions that best match your unique business processes and teams. Align your technology solutions with your business strategy so you can make the best use of the financial resources that advance your mission.
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Data Management

Preparing for a software migration, crafting a new set of reports to unlock new business intelligence insights, and protecting your data requires skills, training, and experience. We can help.

Fractional DBA: Your On-demand Data Technician

Let our skilled database administrator (DBA) consultants help you manage and maintain your contact records instead of hiring full-time staff. You can call on us for a few hours per month or a few days per week to ensure the data powering your customer relationship management (CRM) or association management system (AMS) is accurate and relevant.

Data Cleansing Services

To gain actionable insights for your organization, your data muse be reliable. 

Data Self-assessment

As you try to output a membership or donor list with addresses, affiliations and tenure, ask yourself these questions: 
  • Is our information uniform and ready to publish?
  • Do we know our customer lifetime value (CLV)?
  • Do we know how our numbers this year compare to last year or the last five years?
  • Do we know who was a member last year but not this year (LYBUNT)?
  • Do we know who was a member in the past but not this year (SYBUNT)?
  • Do we only have active records where the last activity is less than seven years ago?

If you answered “no” to any of these, our staff can help you clean and report your data better. 

Data Management Plans

Without proper policies and plans in place, you could be unintentionally leaving your organization at risk.

Risk Mitigation Self-assessment

As you consider your organization's approach to managing your data, ask yourself these questions:
  • Do we have a data retention policy?
  • Do we have a data security policy or data breach policy?
  • Do we have standard operating procedures (SOP) defined and enforcement staff?
  • Do we have weekly and monthly data audits to ensure our data remains reliable?
  • Are we PCI compliant?
  • Are we GDPR compliant? 
If you answered “no” to any of these, our staff can help you manage your data better.