Business Transformation for Nonprofits and Associations
Business Transformation for Nonprofits and Associations

Benefit From Improved Organizational Performance In These Areas

Choose any topic and you will be matched with a technology expert who will work one-to-one with you, your teams, executive leaders and/or Board of Directors. Offering regular or occasional coaching and/or strategy sessions with software customization assistance depending on budget.

We are vendor neutral* and fluent in hundreds of software products and solutionsGovernment assistance is available. 

Team Collaboration

Why wait on email when messaging in real time can boost your team's productivity. Learn how to share files and make audio or video calls, right from a chat window. Brainstorm with colleagues and execute your vision. Keep up with your team, no matter where you are.

Member Experience

Learn how a small team can manage and retain members by prioritizing enquiries. Give your team access to tools that personalize the processes. Automate frequent tasks for higher efficiencies. Troubleshoot and leverage the use of artificial intelligence to ensure  quick resolutions.

Project Management

Plan, track, and collaborate on multiple projects across internal and/or external teams to get things done. Milestones, task lists, and more help organize complex projects into manageable units. Gantt charts provide detail on the schedule and progress of tasks. 

Decision Making

Learn how modern digital tools provide support for collaborative decision making. Technology levels the field and puts focus on the decision at hand, rather than conflict. Consider the value of participative budgeting, team white boarding and secure methods to involve remote participants.

Relationship Management

Explore how using a cloud-based application can manage members, prospects, vendors, sponsors and donors in one place. Speed transactions and leverage insights to engage prospects. Track membership pipelines for increased efficiencies and frictionless member experience.

Finances

Learn how intuitive use of online accounting software can track the health of your organization. Turn time-sheets and receipts into expense reports for quick approvals. Automate membership renewals for real-time, accurate reporting. Bill or collect payments online and integrate with a CRM.

Surveys and Forms

Learn how forms support client/member engagement. Personalize emails, send PDF copies of responses, or use form data to create event tickets, contracts, and more. Use conditional logic to trigger replies, assign tasks, and display thank you pages based on the responses you receive. 

Member Portals

Imagine, a medium that brings members/clients and other stakeholders together in one place, making it easier to collaborate. Build on ideas and assign and complete tasks collaboratively. A private social network for team discussion and sharing various content and resources.

Online Presentations

Learn how to create and present interactive presentations to audiences from anywhere. Attract larger audiences to your online events, educational webinars and online meetings. Upload video and other content, share and present right from within your browser. 

Document Storage

Learn how to securely store and share files and documents with teammates, partners, vendors, or customers. Create beautiful slide decks, efficient spreadsheets, and slick online word documents, which allow for editing anywhere. Sign documents digitally and request signatures.

Social Media

Learn about reputation management using popular social networks. Using a single browser window, manage and post content, interact with followers and monitor conversations across social channels. Using a collaborative dashboard schedule posts, monitor keywords and engage prospects.

Process Automation

Every business runs on hundreds of processes, and with technology improving every day. Most of those operations are still performed manually. To help you run your business more efficiently we'll showcase AI and other tools that can automate all your business needs.

Marketing

Create, send, and track effective, permission-based email campaigns, helping you build a strong member base. Easy list management that integrates with your CRM. Go beyond the first name. Make your messages dynamic so that every recipient feels that your message is written just for them.

Rapid Web Pages

Let your website do the talking with easy browser layout tools. Whether you're a first-timer or a pro, quickly build professional looking websites. Optimize your web pages for information, events or learning. Engage website visitors and convert them into members/clients.

Human Resources

Learn how technology can manage human resources in terms of staff performance, approvals for time off, etc. Easily track time and attendance. Find new talent using professional recruiting tools. Let employees log time-sheets, update their own personal data, skills sets, and more.