Technology and Business Intelligence Solutions to Support Nonprofits

We help healthcare organizations, nonprofits, and higher education develop cutting-edge Advancement Operations programs that support their fundraising teams and initiatives.

Our focus is on BUSINESS INTELLIGENCE, thoughtful use of TECHNOLOGY and SYSTEMS, and EFFICENCY. We want you to have all the information and tools you need to move the needle for your organization.

our Services

How We Can Help

We have the expertise to develop a wide range of reports and dashboards using Tableau, Cognos, Qlik and SSRS. We also offer BETTERVERSE BI ™, a packaged suite of PowerBI visualizations tailored specifically for Advancement that can point to any modern CRM.

We help our clients establish data governance policies, data standards, and amazing data integrity and enrichment programs, including a full suite of reports to monitor and catch errors. We also specialize in database consolidations and system integrations.

We work with clients to develop automated workflows and streamline processes, including gift acknowledgments, pledge agreements, desktop support, event-related tasks, and so much more!

We love assessing Advancement Operations shops. Not only will we identify strengths, challenges, and opportunities for improvement, but we’ll provide comprehensive, step-by-step instructions for implementing our recommendations.


Recent Projects


Affiliate Partnerships

We are delighted to be affiliated with these terrific organizations. We provide Advancement Services expertise to these partners as needed, but we also leverage their services and products to assist our clients.

In addition to these formal partnerships, we have spent over twenty years cultivating relationships with dozens of top-notch vendors and providers. Through these valuable connections, we can help you secure and implement the very best systems and tools for your Advancement shop.


Current and Recent Clients

Let’s get started!

Even if you’re not ready to commit to a consulting project at this time, we are first and foremost part of the Advancement Operations community and we are always willing to provide advice and input as you plan your next steps.

We would love to talk with you.