Aligning technology with organizational strategy
Reimagining Salesforce for a National Cancer Research Association
For the fundraising team at a major cancer research association, gaps how Salesforce was currently serving them proved particularly challenging, as they obstructed the tracking of donor interactions, engagement metrics, and fundraising efforts. Salesforce worked for many at the association but wasn’t working for fundraising,– impacting vital revenue generation strategies.
A new reporting tool to drive data-informed decisions
Build conducted a technology assessment for a healthcare organization to evaluate their reporting tools and how staff utilized those tools.
Untangling a web of CRM solutions to enhance constituent experiences
Build conducted a technology assessment and provided a roadmap for an international nonprofit organization desiring strategic growth.
A reset button on IT strategy and leadership at an environmental nonprofit
Build conducted an assessment of an environmental nonprofit organization’s technology ecosystem and developed a set of prioritized recommendations for improvements.
Streamlining development operations by selecting a new fundraising CRM
Build conducted a CRM selection to contribute to streamline fundraising and constituent management processes.
Overcoming technology barriers at a lung cancer research foundation
Build conducted a CRM and data governance assessment for a cancer research foundation. Build developed a long-term technology roadmap.
Optimizing Food Bank Operations with CRM: A Path to Efficiency and Impact
In 2022 alone, 49 million people turned to food assistance for extra help. Food Banks are a vital community resource and Build helped one of the largest ones in the nation decide between Microsoft Dynamics and Salesforce.
Selecting the Right CRM and Implementation Partner for an Arts and Cultural Institution
Using the assessment roadmap Build developed for a museum, a successful enterprise-wide CRM selection and implementation project.
The Road to a Successful ERP Selection Starts With an Assessment
Build worked with a faith-based organization to assess its current ERP systems, document the necessary requirements for a future ERP system, and design a scope for the future of their financial technology strategy.
Salesforce Market Analysis: An Independent Verification
An international nonprofit had been using Salesforce for over a decade. But, they weren’t sure if Salesforce was the right for the future. Build’s passionate independence helped them decide if, and how, Salesforce could serve them into the future.
A Museum’s Path Towards a More Integrated Technology and Customer Engagement Strategy
Build worked with the museum to develop a vision for an improved information systems framework that would lead to successful technology deployments and enhanced customer experience.
CRM Assessment and Support at a Leading Social Services Organization
Build conducted a robust Assessment project for a leading social services organization and helped frame short, mid, and long-term improvement projects that aligned with their strategic plans.
Assessment and Technology Roadmap Realignment for Faith-Based Foundation
Learn how Build improved growing technological needs and collaboration through a technology assessment and a roadmap that helped realign a faith-based organization.
Digital Engagement Systems Evaluation for Global Hunger-Relief Nonprofit
Build conducted an Assessment wherein we gathered the organization’s digital engagement requirements and then analyzed the extent to which their current systems could meet those requirements without cumbersome workarounds and additional plugins.
Technology Assessment and Roadmap for a Federally Chartered Foundation
Build helped a federally chartered nonprofit client with a Comprehensive Technology Assessment and Roadmap which improved internal operations and grant management.
Content Management Directory Technology Assessment and Roadmap for a Membership Group
Build Consulting performed an assessment for this client enabling deeper understanding of the technological impact and creating a mature systems advancement partnership among departments.
Technology Assessment and Roadmap for an International Relief and Development Organization
Build Consulting performed an assessment for this client enabling deeper understanding of the technological impact and creating a mature systems advancement partnership among departments.
Survey, Data Analysis, and Benchmarking System Selection Assistance for a National Library Association
Learn how Build assisted with a survey, data analysis, and benchmarking software selection for a national library association.
Intensive Assessment and Findings for a Government Reporting Nonprofit
Read how Build performed an intensive assessment and delivered findings for improvements in running data reports and better presenting results for analysis.
CRM Selection Assistance for Nonprofit Helping Solve Complex Problems
Build gave CRM Selection assistance and devised an implementation plan for an integrated CRM and ERP solution for a large complex nonprofit.
Communication System Selection Assistance for Youth-Focused Policy and Practice Nonprofit
Build assisted a youth-serving nonprofit with selecting a VOIP virtual phone system to replace an outdated calling center that could not be used remotely.
New Case Management Software for National Chapter-Based High School Student Support Nonprofit
Build provided a case management assessment and selection service working in collaboration with a variety of stakeholders, to better coordinate the delivery of services to at-risk youth.
Cloud CRM Investment Strategy for Homeownership Counseling Organization
Build helped this nonprofit homeownership counseling and support organization by performing a highly focused, comprehensive assessment.
Extensive Organization and Technology Assessment For Youth Services Nonprofit
Build helped this nonprofit youth services client modernize their program for improved constituent and employee experiences through a comprehensive technology assessment and roadmap.
Business and Technology Needs Assessment and Roadmap for National Mentoring Association
Build Consulting worked collaboratively with the client to craft a roadmap to replace or enhance all information systems, redesign their global IT infrastructure, and create a new approach to IT.
Technology Assessment and Roadmap for a Nonprofit Helping Solve Complex Problems
Build helped this international nonprofit client by performing a comprehensive CRM analysis and a full organizational assessment that mapped the entire constituent journey.
Comprehensive Technology Roadmap for National Affordable Housing Nonprofit
Build created a comprehensive multi-year technology roadmap based on an assessment of the entire nonprofit housing organization’s processes, its existing databases, and its IT infrastructure.
Modernizing Technology and Operations For At-Risk Youth
Read how Build helped the nonprofit client streamline their organization IT and improve access to technology for students, teachers, and families in a digital environment.
Change Management for a Global Organization’s Salesforce Implementation
Read how Build developed a comprehensive stakeholder impact analysis and change management plan to shift the entire global organization to Salesforce.
Technology Roadmap for an Association of Land Trust Organizations
We worked collaboratively with the organization’s stakeholders to assess their business and technology landscape and put the entire organization on the same page regarding IT.
Technology Roadmap and Systems Replacement for a Global NGO
Build Consulting worked collaboratively to redesign this global nonprofit client’s IT infrastructure, creating a new approach to IT governance and staffing.
Nonprofit ERP Selection for a Leading Animal Welfare Organization
To help the client achieve their vision, we facilitated their evaluation and selection of two nonprofit cloud ERP platforms. We worked through a competitive RFP and scripted demo process, created a path for clearly distinguishing between vendor approaches based on the requirements.
CRM Roadmap for a Leading Global Foundation
Read how we helped this nonprofit identify key cultural and operational challenges to address to maximize return on CRM investment, develop a complete view of constituent activity that would help drive engagement, create opportunities to strengthen and grow relationships, and improve the operational efficiency of multiple departments.
Technology Strategy and Collaboration for a Community Foundation
Read how we helped this nonprofit identify key cultural and operational challenges to address to maximize return on CRM investment, develop a complete view of constituent activity that would help drive engagement, create opportunities to strengthen and grow relationships, and improve the operational efficiency of multiple departments.
Improved Donor Data Management for a Faith Based Nonprofit
A faith-based advocacy organization works with Build to improve donor and member data quality, strengthen the organization’s data management function, and develop well-documented data management policies and practices along with a clear set of performance expectations.
Test Portfolio
A new reporting tool to drive data-informed decisions By David Goodman In Change Management The Story The data and reporting needs of a pediatric healthcare organization were not being met by their current systems and staff. Despite their previous investments in some high-quality information systems and the hiring of data and reporting experts, there was still [...]