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Continuity for advancement services

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Summary

Advancement services teams are stretched to the limit. CRM implementations add hours of meetings, retraining, and validation on top of regular duties.

Our Continuity for Advancement Services offering augments your capacity with an expert who understands your operations inside and out.

Options

  • Data inventories — We inventory your legacy data architecture to preserve institutional knowledge and prevent functional gaps before they start.

  • Reporting — We take ad-hoc requests, maintain reports and dashboards, and help you plan for your busiest weeks.

  • Validation — We rigorously validate migrated data, integrations, and functional configurations to keep your timeline on track.

  • Functional gaps — We engineer short- and long-term solutions for functionality that won't make it into the new system by go-live, ensuring you maintain the level of service your constituents demand.

What to expect

  1. Initial consultation — We briefly meet to determine where you need help.

  2. Onboarding — You provide access to your systems and implementation documents.

  3. Planning — We prepare initial assessments of legacy systems, historical request volume, and validation criteria.

  4. Alignment — We meet to define the division of work and review our initial assessments.

  5. Discovery — We meet to gather the details of any functional gaps and explore their potential solutions.

  6. Execution — We autonomously provide support according to the agreed-upon scope, acting as an extension of your team.

Ready to secure your implementation?

Schedule a consultation to speak with an advancement data expert about your project. Let’s consolidate your critical functionality while modernizing your data architecture.

Schedule a consultation

A series of concrete stairs leading upwards, surrounded by green grass on either side.
A group of diverse people are gathered around a table, engaged in discussion and collaboration.
A series of concrete stairs leading upwards, surrounded by green grass on either side.
A group of diverse people are gathered around a table, engaged in discussion and collaboration.
A series of concrete stairs leading upwards, surrounded by green grass on either side.
Laptop displaying data charts on a table in a bright room with natural light.
A dense forest scene with tall trees, showcasing thick roots and a soft, muted light filtering through the branches.
Laptop displaying data charts on a table in a bright room with natural light.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Ready to secure your implementation?

Schedule a consultation to speak with an advancement data expert about your project. Let’s consolidate your critical functionality while modernizing your data architecture.

Schedule a consultation

A series of concrete stairs leading upwards, surrounded by green grass on either side.
A group of diverse people are gathered around a table, engaged in discussion and collaboration.
A series of concrete stairs leading upwards, surrounded by green grass on either side.
A group of diverse people are gathered around a table, engaged in discussion and collaboration.
A series of concrete stairs leading upwards, surrounded by green grass on either side.
Laptop displaying data charts on a table in a bright room with natural light.
A dense forest scene with tall trees, showcasing thick roots and a soft, muted light filtering through the branches.
Laptop displaying data charts on a table in a bright room with natural light.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Ready to secure your implementation?

Schedule a consultation to speak with an advancement data expert about your project. Let’s consolidate your critical functionality while modernizing your data architecture.

Schedule a consultation

A series of concrete stairs leading upwards, surrounded by green grass on either side.
A group of diverse people are gathered around a table, engaged in discussion and collaboration.
A series of concrete stairs leading upwards, surrounded by green grass on either side.
A group of diverse people are gathered around a table, engaged in discussion and collaboration.
A series of concrete stairs leading upwards, surrounded by green grass on either side.
Laptop displaying data charts on a table in a bright room with natural light.
A dense forest scene with tall trees, showcasing thick roots and a soft, muted light filtering through the branches.
Laptop displaying data charts on a table in a bright room with natural light.
Close-up of a tree stump showing growth rings and a textured brown wood surface.