Business and Technology Needs Assessment and Roadmap for National Mentoring Association

The Story

One of the nation’s largest and most established nonprofit business mentoring organizations knew that it needed to select a new cloud-based CRM to replace its proprietary web-based system. The purpose of this new tool would be to improve the onboarding of volunteers, manage the mentoring services provided to clients by volunteers, and manage events both at the national level and through over 300 chapter locations. 

Build worked collaboratively with the client to perform an assessment and create a roadmap to help the organization shape its strategic direction for future technology investments, develop requirements for the new systems, and build consensus and momentum for the vision of the new solution. Over 110 stakeholders across different levels of the organization (national, region, district, chapter) were engaged to identify where improvements were most needed in policy, process, data, and technologies. Detailed process mapping for each journey were created. The assessment allowed all stakeholders to be on the same page and completely buy-in to the new solution. 


In Their Own Words

“Build really immersed themselves in understanding the complexities of a national, volunteer, nonprofit organization. Their efforts, coupled with their expertise in nonprofit technologies, helped deliver results that met our needs and helped to improve our organization.

Services Provided

Systems Evaluated

  • Proprietary PHP/MySQL client/case management system 
  • Drupal 
  • Constant Contact 
  • BIRT 

Organizational Areas

  • Marketing / Communications  
  • Development 
  • Volunteer Management 
  • Information Technology 
  • Executive Team 
  • Field Operations Team 
  • Public Relations Team 
  • Regional, Division, and Chapter Leadership 

For More Information

Contact us to learn more about how Build’s experience relates to your needs, whether you need a technology assessment for a mentoring service, or any of our other services.

Technology Assessment Roadmap