Assessments & Ecosystems
Need to optimize your current technology stack, find better solutions, or integrate systems across merged units? We’re ready to help with any tech ecosystem.
Our assessment methodology leverages founder Chris Cannon’s “spinning top” framework, evaluating data, technology, reporting, processes, and people across your organization and environment. This comprehensive approach has given us unmatched experience across:
- Comprehensive advancement systems and services reviews
- Campaign readiness evaluations preparing teams for the next decade
- Governance and policy reviews establishing foundations for future operations
- Technology ecosystem audits identifying optimization opportunities
- AI readiness assessments balancing innovation with fundraising fundamentals
- Systemization during mergers, acquisitions, and unit consolidation
- Objective, vendor-neutral assessments of Salesforce, Blackbaud, Ellucian, and other platforms
Recent Solutions:
Assessed an Ivy League school’s advancement technology and operations ahead of enterprise CDP implementation
Developed roadmap and budget for healthcare organization replacing deprecated database of record
Built technology and staffing investment plan for SEC university modernizing advancement ecosystem
Evaluated legacy systems integration plan for healthcare system acquisition
Ready to understand where you stand and where you could go? Whether you’re preparing for a major initiative, evaluating your current ecosystem, or planning for the future, we bring the objectivity and expertise to guide your decisions. Contact us to discuss your assessment needs and discover what’s possible for your organization.