How to Create a Technology Roadmap for your Nonprofit
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Make decisions that drive donor action
Increase your decision-making confidence by drawing on insights from your data. By optimizing your CRM and your entire data ecosystem, you can start dialing in donor strategies that support your organization’s long-term financial health. We’ll show you how.
Success Story:
Managing a Consolidated Raiser’s Edge: Lessons from AdventHealth
When AdventHealth consolidated its Raiser’s Edge instances, the outcome was an overload of codes and structures.
The merged system contained duplicate donor records, over 200 conflicting constituency codes, and inconsistent data entry practices that made reporting unreliable.
Read how they achieved reliable reporting and cleaner data—in just 8 months!
Guide
Budgeting for CRM Change
What You Need to Know Before Moving to a New System
A well-implemented CRM can be a game-changer, streamlining operations, enhancing donor engagement, and ultimately, increasing your impact. But with a myriad of options and varying costs, choosing the right CRM can feel daunting.
This guide is designed to simplify the process, providing you with the information and tools needed to make informed decisions.
Helping these organization make the world better
Hear from our clients
JCA provided the strategic insight and structured guidance we needed to confidently navigate the CRM selection process. Their deep expertise in advancement systems helped us align internal priorities, evaluate vendor options, and ultimately select a solution that best fits Baylor’s long-term philanthropic goals.
Stacey Cook, Vice President, Advancement
Baylor College of Medicine
The RFP and vendor selection process facilitated by JCA was seamless and highly organized. They provided an abundance of resources for us to leverage throughout the process, demonstrating exceptional attention to detail and ensuring that all communications were clearly conveyed to the vendors. Their approach maintained neutrality, effectively shielding existing partners from information not relevant to them while keeping all parties well-informed.
Solomon Hedd Williams, III, Associate Director of Product Management & Platform Solutions
We were very pleased working with JCA to review the possibilities of database projects, and so appreciated their guidance on how to prioritize work and shared best practices. We will continue to work with JCA for future projects, as everyone has been professional and very helpful in saving us time and staying focused on the end result.
Shannon Stone, Director of Philanthropic Operations
Children's Mercy Kansas City
I continue to be impressed by the professionalism of the JCA team. Combining six databases into one and getting all users on the same page for data standardization is not a small task. JCA has helped create written data policies and best practice documentation for the six teams. JCA’s guidance has positioned us to be more successful with our database management and reporting.
Sherrie Douglas, Foundation Operations Manager
Unlock the power of your data.
Turn your rich data into a powerful advantage. Our nonprofit consulting experts are here to show you how.