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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 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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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 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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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 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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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

Using the assessment roadmap Build developed for a museum, it turned to an enterprise-wide CRM selection and implementation project.

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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 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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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, it turned to an 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 simultaneously conducted a market analysis and RFI process to compare Salesforce to other CRM platforms, so that staff felt confident that all potential paths forward were explored before [...]

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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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