Best-in-class fundraising operations require strong systems, processes, and workflows. CCS Systems helps nonprofits understand “data in practice.” We are experts in change management and can help you assess how information is gathered, managed, and used to drive strategic fundraising activity.
We help development teams get to the root of their data challenges through our question-driven approach and data visualization. Whether you’re using spreadsheets or a CRM like Salesforce, Blackbaud, or Tessitura, we work with your team and other key data stakeholders to collaboratively build a framework for the ideal entry, management, prioritization, and application of data.
Our Systems team helps you answer questions like:
- What processes are vital for a healthy development program?
- What’s the current state of our processes and operations, and why is it this way?
- What feels like it could be done better, easier, or more consistently?
- How can we create better alignment between our development and finance teams to improve everyone’s workflows?
- How did we get here? What are the goals of all the stakeholders involved?
- Are we answering the right questions? Are the right people at the table?
- Is it clear what should be done next, and by whom?
Interested in learning more about how we can help you optimize your internal systems and make progress towards your fundraising goals? Contact us today!
Featured Case Studies
Northeastern University
Northeast U.S.
CCS assisted Northeastern with a planning study, interim management, predictive modeling, and data analytics to support their $500 million comprehensive campaign.
Portland Art Museum
Western U.S.
The Portland Art Museum engaged CCS to provide a mid-campaign assessment, campaign management support, and additional capacity-building support. As a result, the $100 million Connection Campaign has become the largest and most successful campaign in the Museum’s 129-year history.
Interested in learning more?
Our team members look forward to hearing from you!
Related Resources
Four Reasons Fundraisers Should Ditch Their Spreadsheets for Their CRM
Tired of trying to remember which spreadsheet includes your most recent interaction, which spreadsheet includes prospect research, and which spreadsheet includes an upcoming solicitation strategy? CCS consultant Elyse Adams explains that the best solution to this common problem is to switch from tracking this information in spreadsheets to optimize reporting from—or within—your CRM.
Five Considerations for Choosing Your Nonprofit’s Donor CRM
Oftentimes, nonprofits seek to resolve their database issues by buying a new CRM software subscription. These five considerations can help your organization get to the root of its CRM issues and understand what it needs from the software.
From Info to Insights: The Importance of Change Management in Systems Projects
The ability to access and understand the signals within our data has reached peak importance within both the nonprofit sector at large, and across healthcare organizations in particular. In fact, the future of healthcare philanthropy will be built on a foundation of data-driven insights.
