Our Services

How We Can Help

Reporting & Analytics

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.

Data Integrations & Optimization

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.

Workflow Development &
Process Improvement

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!

Assessments & Training

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.

Reporting & Analytics

Many organizations struggle to provide real-time, web-based, mobile-friendly and modern dashboards and reports to their fundraising teams. Hours of precious staff time are spent wrangling data, fighting with queries and exports, and formatting reports that become outdated the moment they are distributed.

We can help by working with you to:·        

  • Outline the strategic and operational questions specific to your organization that your dashboards and reports will be built to answer.

  • Identify key performance indicators that relate to your strategic, operational, and analytical questions. Define measurable performance goals for staff members and for the organization as a whole.

  • Identify data points needed to measure activity and progress against goals. If data is not available, help redesign business processes needed to ensure ongoing capture and maintenance of relevant information.

  • Coordinate with IT departments to deploy the infrastructure needed to support a business intelligence environment.

  • Mockup, revise, test, and deploy new reports and dashboards that meet the organization’s requirements.

  • Provide training and assistance with ongoing maintenance of dashboards and reports.

We have many years of experience developing reports using a variety of tools, including Cognos, Qlik, Tableau and SSRS. We also provide a packaged offering – BETTERVERSE BI ™ – that includes a full-suite of PowerBI reports that we will work with you to tailor for your organization. Although PowerBI can point at any modern CRM, we specialize in working with Raiser’s Edge NXT® clients, who benefit from greatly expanded analytics as well as a direct connection between the PowerBI visualizations and live NXT records.

Data Integrations & Optimization

All great fundraising operations require stellar data. Unfortunately, as our databases become more complex, maintaining quality data can be a never-ending battle. Likewise, the significant expansion of critical best-of-breed tools has left many managers struggling to keep their various data sources in sync.

We can help by working with you to:

  • Establish data governance policies and comprehensive data standards.

  • Implement data integrity programs, including a full suite of reports and queries designed to monitor and catch errors.

  • Identify opportunities for data enrichment, including addresses, deceased updates, employment information, and more.

  • Consolidate databases and external data sources.

  • Develop streamlined and automated integrations between various systems of record.

Integrated data is essential for developing a sophisticated business intelligence environment. As part of our Reporting & Analytics services, we also help clients implement a data warehouse that joins sources of information together for reporting purposes. 

Workflow Development & Process Improvement

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!

Assessments & Training

Sometimes all it takes is a second set of hands or an extra pair of hands. In our experience, even mature Advancement Operations teams would benefit from an assessment of their strengths, weaknesses, and opportunities for improvement. We can help by working with you to:

  • Interview stakeholders throughout the organization to determine critical priorities and areas for growth.

  • Assess existing technological architectures and systems and identify gaps and inefficiencies.

  • Evaluate current staffing levels, job descriptions, and organizational structures. When needed, help make the case for additional resources needed to support a growing program.

Our assessments culminate in a multi-page narrative report, but will also include detailed step-by-step instructions for implementing our recommendations.



In addition to our assessments, we have many years of experience working with Advancement products and would be delighted to offer customized training sessions for your staff. These sessions can take the form of one-on-one or group Zoom sessions, written documentation, or video tutorials that can be viewed at any time.

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.