Replacing your CRM? Exploring a CDP? Considering custom applications or integrations? We’re the partner you need for successful execution.

Our team has led dozens of implementations in healthcare, higher ed, and nonprofit sectors—both as executive sponsors seeing the big picture and as program directors handling day-to-day execution. This dual perspective gives you the strategic vision and technical expertise needed for complex projects.

Where market offerings fall short, we build custom solutions. Our experience includes:

• Leading assessment, selection, and implementation for Blackbaud and Salesforce solutions at Big 12 and ACC institutions
• Planning and managing Business Intelligence and reporting implementations for healthcare clients
• Guiding adoption of specialized tools from Evertrue, Engaging Networks, and GiveCampus
• Building ResearchCopilot.org to support prospect research teams
• Developing custom solutions for client-specific needs
  
  

The right technology, properly implemented, transforms what your team can accomplish. The wrong approach wastes years and millions. We’ve been on both sides and know how to ensure success. Reach out to discuss your implementation plans or explore what solutions could work for your organization.