Technology Strategy and Collaboration for a Community Foundation

The Story

One of the largest community foundations in the United States came to us with a desire to improve their technology strategy, with the goal of creating better organizational effectiveness by improving systems and integrations associated with fundraising and donor relationships, grant and scholarship application programs, and financial and investment management. 

Build worked with the client to assess their current information management landscape, inclusive of governance, operations, process, data, and technology. After gaining a shared understanding amongst stakeholders regarding the current state of the organization, we then collaboratively created a multi-year roadmap that help streamline the organization and support its continued growth. We then provided CIO services to provide strategic support during the roadmap’s implementation. 

In Their Own Words

Rather than focusing exclusively on software, Build’s most important recommendation was to improve the way we collaborate on technology across the Foundation. Working with Build, we created a business systems steering committee and a data management team. We have created a comprehensive portfolio of current and future technology projects that is well-aligned with our strategic priorities and the available staff and financial resources. – Director of Information Systems 

Systems Evaluated

  • Blackbaud Raiser’s Edge (CRM) 
  • Blackbaud Financial Edge (ERP) 
  • GrantedGE 
  • NextGen 

Organizational Areas

  • Development 
  • Accounting 
  • Grants 
  • Programs 
  • Executive Team 
  • Management Team 
  • All Staff 

For More Information

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

CRM Roadmap Global