Is it time to rethink your tech?

Winsightz is an independent consultancy led by a former United Way executive, Winston Faircloth, who understands the unique complexity of our movement. We serve as trusted partners to local United Ways navigating organizational transformation — helping align people, processes, and technology for lasting impact.

We start with people, not platforms. Using our COMPASS™ framework, we focus on understanding how your team works, then streamline processes before recommending technology. That sequence — People > Process > Platform — drives faster adoption and stronger results.

Your Playbook is a customized guide to how your United Way actually works. It documents key workflows across donor services, finance, marketing, and IT, creating clarity for new staff, smoother handoffs between teams, and a roadmap for technology improvement.

Having a strong understanding of your existing processes and your future needs equips your team to be expert evaluators of potential technology services and shortens the overall evaluation and eventual implementation process.

Most Playbook projects take 6-10 weeks from kickoff to delivery, depending on team availability and the number of processes reviewed.

We manage a structured, phased process: from identifying your business requirements to coordinating demos, facilitating team scoring, and reviewing contracts. You’ll save months compared to a traditional RFP and make a confident, well-informed decision.

We specialize in United Way–specific CRM platforms such as Andar, Beyond the Horizon (Salesforce), Mission CRM (Sylogist), and Stratus LIVE — plus related marketing, volunteering, and digital engagement/giving tools. Given our experience with multiple CRM searches and negotiations, we possess an unique understanding of potential UW providers and their base cost models.

Yes. Many of our clients continue with us for Project Management & Implementation Support, where we coordinate internal teams and vendors, track milestones, and ensure adoption and governance.

TAM is our approach to evaluating how your IT systems, providers, and staffing align with your mission goals. We review vendor contracts, MSP relationships, and staffing models to create a roadmap that improves service delivery and budgeting transparency.

No — we are strategic advisors, not a managed service provider. We help you assess, select, and oversee the right partners to deliver those services effectively.

Engagements vary by scope and length of engagement. Discovery sessions identify potential phases, including deliverables and duration. We present the phases as a fixed-fee project providing budget certainty. Each phase is independent and contracted separately, only moving forward as the progress continues to meet your needs.

• Discovery engagement: $3,500–$5,000 (credited to future work, if we proceed)
• Playbooks or CRM+ evaluations: $7500/per month (fixed duration based upon scoping)
• Project Management/advisory: $7,500/per month (fixed duration with options to renew)

Most United Ways begin with a short Discovery engagement or a leadership conversation to determine readiness. From there, we co-create the right scope and timeline.

Recent clients have:

• Reduced CRM evaluation time by 50% compared to traditional RFPs.
• Formed cross-functional donor services teams with clear service levels.
• Implemented CRM and MSP transitions with minimal disruption.
• Built lasting process documentation and onboarding tools for new staff.

We define success by clarity, capacity, and confidence — your team’s ability to execute more efficiently and engage the community more effectively. Each engagement ends with tangible deliverables and measurable outcomes.