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Success Stories

Home » Portfolios
A new reporting tool to drive data-informed decisions
By Build Consulting
In
Posted April 28, 2022

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.

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Untangling a web of CRM solutions to enhance constituent experiences
By Jennifer Morrison
In
Posted April 25, 2022

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.

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A reset button on IT strategy and leadership at an environmental nonprofit
By Jennifer Morrison
In
Posted April 21, 2022

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.

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Streamlining development operations by selecting a new fundraising CRM
By Jennifer Morrison
In
Posted April 18, 2022

Streamlining development operations by selecting a new fundraising CRM

Build conducted a CRM selection to contribute to streamline fundraising and constituent management processes.

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Overcoming technology barriers at a lung cancer research foundation
By Jennifer Morrison
In
Posted April 14, 2022

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.

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Selecting the Right CRM and Implementation Partner for an Arts and Cultural Institution
By Build Consulting
In
Posted March 3, 2022

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.

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The Road to a Successful ERP Selection Starts With an Assessment
By Build Consulting
In
Posted February 28, 2022

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 [...]

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Evaluating a CRM Ecosystem: An Independent Verification and Market Analysis
By Build Consulting
In
Posted February 23, 2022

Evaluating a CRM Ecosystem: An Independent Verification and Market Analysis

Build conducted an CRM analysis and software selection in an effort to advance an organization's work and identify areas for potential

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A Museum’s Path Towards a More Integrated Technology and Customer Engagement Strategy
By Build Consulting
In
Posted February 15, 2022

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.

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CRM Assessment and Support at a Leading Social Services Organization
By Build Consulting
In
Posted February 7, 2022

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.

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