Examples of Projects

Examples of business management consulting projects we have completed include:

  • Carrying out feasibility studies assessing the likelihood that a new technology will benefit a business
  • Transitioning a small business from an on-premises legacy phone system to a cloud-based unified communication system including traditional phone calls, internet chat and texting
  • Aiding in adoption of new and transformative technologies that will quickly lead to results based outcomes
  • Designing and developing complete websites, including graphics and copy as well as interactive videos, surveys and marketing automation
  • Creating white papers that define products and services delivered by the organization
  • Developing five-year technology roadmaps for growing organizations
  • Leading or assisting internal technology committees proven to increase user adoption of key data systems

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

  • Designing and developing  donor management systems
  • 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:

  • Innovative disaster-preparedness strategy around integration, social media, resource databasing, and call center operations
  • 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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