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Assessments and Roadmaps

Home » Assessments and Roadmaps
Reimagining Salesforce for a National Cancer Research Association
By Sarah Hitchcock
In
Posted April 7, 2024

Reimagining Salesforce for a National Cancer Research Association

For the fundraising team at a major cancer research association, gaps how Salesforce was currently serving them proved particularly challenging, as they obstructed the tracking of donor [...]

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A new reporting tool to drive data-informed decisions
By Build Consulting
In
Posted April 28, 2022

A new reporting tool to drive data-informed decisions

Build conducted a technology assessment for a healthcare organization to evaluate their reporting tools and how staff utilized those tools.

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Untangling a web of CRM solutions to enhance constituent experiences
By Build Consulting
In
Posted April 25, 2022

Untangling a web of CRM solutions to enhance constituent experiences

Build conducted a technology assessment and provided a roadmap for an international nonprofit organization desiring strategic growth.

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A reset button on IT strategy and leadership at an environmental nonprofit
By Build Consulting
In
Posted April 21, 2022

A reset button on IT strategy and leadership at an environmental nonprofit

Build conducted an assessment of an environmental nonprofit organization’s technology ecosystem and developed a set of prioritized recommendations for improvements.

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Overcoming technology barriers at a lung cancer research foundation
By Build Consulting
In
Posted April 14, 2022

Overcoming technology barriers at a lung cancer research foundation

Build conducted a CRM and data governance assessment for a cancer research foundation. Build developed a long-term technology roadmap.

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Optimizing Food Bank Operations with CRM: A Path to Efficiency and Impact
By Build Consulting
In
Posted April 7, 2022

Optimizing Food Bank Operations with CRM: A Path to Efficiency and Impact

In 2022 alone, 49 million people turned to food assistance for extra help. Food Banks are a vital community resource and Build helped one of the largest ones in the nation decide between [...]

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The Road to a Successful ERP Selection Starts With an Assessment
By Build Consulting
In
Posted February 28, 2022

The Road to a Successful ERP Selection Starts With an Assessment

Build worked with a faith-based organization to assess its current ERP systems, document the necessary requirements for a future ERP system, and design a scope for the future of their financial [...]

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Salesforce Market Analysis: An Independent Verification
By Build Consulting
In
Posted February 23, 2022

Salesforce Market Analysis: An Independent Verification

An international nonprofit had been using Salesforce for over a decade. But, they weren't sure if Salesforce was the right for the future. Build's passionate independence helped them decide if, [...]

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A Museum’s Path Towards a More Integrated Technology and Customer Engagement Strategy
By Build Consulting
In
Posted February 15, 2022

A Museum’s Path Towards a More Integrated Technology and Customer Engagement Strategy

Build worked with the museum to develop a vision for an improved information systems framework that would lead to successful technology deployments and enhanced customer experience.

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CRM Assessment and Support at a Leading Social Services Organization
By Build Consulting
In
Posted February 7, 2022

CRM Assessment and Support at a Leading Social Services Organization

Build conducted a robust Assessment project for a leading social services organization and helped frame short, mid, and long-term improvement projects that aligned with their strategic plans.

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