Process & Operations
Are your data, gift processing, prospect management, or grateful patient operations inefficient? Ready to leverage AI to streamline workflows? We can transform your operations.
Our team members are subject matter experts who have led Advancement Services, IT, and Operations units. We focus on identifying improvement opportunities, optimizing processes, and maximizing impact across:
- Data management – Establishing data truth and building improvement plans against new KPIs
- Gift operations – Donor-centered intake, batching, entry, and processing workflows
- Prospect development – Pool management, coding and scoring, research, and pipeline optimization
- Grateful patient programs – Daily aggregation, screening, allocation, and strategy for healthcare systems
- Donor relations – Streamlined receipting, acknowledgment, and endowment reporting
- Alumni relations – Membership management and operational efficiency
- Information delivery – Decision support via Tableau, Power BI, SSRS, and Salesforce reporting
Recent Solutions:
Onsite evaluation and process improvement for gift processing at state university facing staffing challenges
Comprehensive grateful patient prospecting systems for major hospital networks
Best-in-class prospect development operations for elite NYC medical center
Data and systems improvement plan for leading pediatric hospital
Your operations should empower your fundraisers, not slow them down. If your team is spending too much time on manual processes or working around system limitations, it’s time for a change. Let’s talk about streamlining your operations and maximizing your team’s impact.