Case Stories

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.

Build conducted a technology assessment for a healthcare organization to evaluate their reporting tools and how staff utilized those tools.

Build conducted a technology assessment and provided a roadmap for an international nonprofit organization desiring strategic growth.

Build conducted an assessment of an environmental nonprofit organization’s technology ecosystem and developed a set of prioritized recommendations for improvements.

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

Build conducted a CRM and data governance assessment for a cancer research foundation. Build developed a long-term technology roadmap.

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.

Using the assessment roadmap Build developed for a museum, a successful enterprise-wide CRM selection and implementation project.

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.

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.

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.

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.

Learn how Build improved growing technological needs and collaboration through a technology assessment and a roadmap that helped realign a faith-based organization.

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.

Build helped a federally chartered nonprofit client with a Comprehensive Technology Assessment and Roadmap which improved internal operations and grant management.

Build Consulting performed an assessment for this client enabling deeper understanding of the technological impact and creating a mature systems advancement partnership among departments.

Build Consulting performed an assessment for this client enabling deeper understanding of the technological impact and creating a mature systems advancement partnership among departments.

Learn how Build assisted with a survey, data analysis, and benchmarking software selection for a national library association.

Read how Build performed an intensive assessment and delivered findings for improvements in running data reports and better presenting results for analysis.

Build gave CRM Selection assistance and devised an implementation plan for an integrated CRM and ERP solution for a large complex 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.

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.

Build helped this nonprofit homeownership counseling and support organization by performing a highly focused, comprehensive assessment.

Build helped this nonprofit youth services client modernize their program for improved constituent and employee experiences through a comprehensive technology assessment and roadmap.

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.

Build helped this international nonprofit client by performing a comprehensive CRM analysis and a full organizational assessment that mapped the entire constituent journey.

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.

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.

Read how Build developed a comprehensive stakeholder impact analysis and change management plan to shift the entire global organization to Salesforce.

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.

Build Consulting worked collaboratively to redesign this global nonprofit client’s IT infrastructure, creating a new approach to IT governance and staffing.

​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.

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.

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.

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.

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 [...]