Our Services

 

Aligning People.

Optimizing Processes.

Choosing the Right Platforms.
Trusted By
UWGreaterAtlanta UWGreaterRochester UWNEFlorida UWSanAntonio rsz_united_way_suncoast_logo_rgb-1 UWGreaterKnoxville UWTulsaArea

 

We help United Way leaders unlock clarity, efficiency, and impact. 

 

Our services ensure that technology supports your mission by focusing on people first, process second, and platforms third.

From executive peer support to full CRM implementations, we are a trusted partner at every stage of your transformation journey.

Explore our six service areas:
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Technology Discovery & Alignment
COMPASS™ Discovery: Clarity to Act

 

• On-site leadership interviews and insights report.
• Identification of 3–5 highest-value processes.
• Recommendations for Process Optimization or CRM evaluation.

 

Schedule an introductory call with us.

Schedule a Call
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Process Optimization & Playbooks
COMPASS™ Playbook: Streamlined Processes for Impact

 

• Workshops on donor, pledge, and volunteer lifecycles.
• Donor Services team formation and KPI design.
• Playbook documentation of cross-functional workflows.

 

Let’s design your United Way Process Playbook.

Schedule a Call
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CRM Evaluation & Sourcing
Make the Right Technology Choice

 

• CRM market analysis (Andar, BTH/Salesforce, Mission CRM, StratusLIVE, others).
• Phased demos, Core Team scoring, contract reviews.
• Negotiation of final & best vendor pricing.

 

Explore your CRM options with us.

Schedule a Call
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Project Management & Implementation Support
From Decision to Adoption

 

 • Project leadership and vendor coordination.
• Weekly executive briefings.
• Facilitation of CRM Acceleration Teams (CATs) and SMEs.
• Development of governance and adoption frameworks.


Get implementation project leadership that ensures success.

Schedule a Call
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Strategic Advisory & Coaching (Retainer)
Executive Guidance You Can Rely On

 

 

• CEO/COO coaching and leadership support.
• Vendor negotiation and IT/missions alignment.
• MSP oversight and technology planning.

Let’s strengthen your leadership team together.

 

Schedule a Call
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Executive Peer Support
CEO Circle: Lead with Confidence

 

• Bi-monthly, confidential peer sessions.
• Private Teams channel for ongoing dialogue.
• Optional 1:1 CEO strategy sessions.


 

Request an invitation to the CEO Circle.  

 

Schedule a Call