Systems & Change Management

Best-in-class fundraising operations require strong systems, processes, and workflows. CCS Systems & Change Management 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 & Change Management 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?

Featured Case Studies

Northeastern University

Northeast US

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 US

The Portland Art Museum engaged CCS to provide a mid-campaign assessment, campaign management support, and additional capacity-building support. As a result, the $141M Connection Campaign has become the largest and most successful campaign in the Museum’s 129-year history.