Examples of Projects

Examples of business management consulting projects we have completed include:

  • Transitioning a small business from an on-premises phone system to a cloud-based solution
  • Change management for large-scale technology projects
  • Designing and developing complete websites, including graphics and copy
  • Creating content and content marketing strategies
  • Writing technology recommendations for unified call-center networks
  • Creating complete technology guides
  • Developing five-year technology roadmaps for growing organizations
  • Leading or assisting technology committees

Examples of Salesforce.com consulting projects we have completed include:

  • Designing and developing donor management systems
  • Roll-out of national association management system
  • Creating data roadmaps to move records from paper and spreadsheets into a central management system
  • Pioneering a Salesforce.com module specifically for non-profits
  • Automating time-consuming reoccurring tasks, such as donor communications.

Examples of Call Center Consulting projects we have completed include:

  • Developing and implementing statewide unified telephony systems.
  • Designing, implementing, and assisting in finding funding for Chat projects.
  • Identifying technology solutions to increase I&R service provider efficiency, service quality, and revenue.
  • Advising state and national associations in leadership roles, including AIRS, CONTACT USA, and United Way.
  • Consulting on data privacy matters, such those associated with HIPAA and HITECH.

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