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