Services
Technical counsel and execution for the technology that runs advancement.
Technology Strategy
Most advancement offices run technology that was assembled over years by different teams for different reasons. The pieces work on their own, but the seams show: duplicate data entry, manual reconciliation, reports that take days because three systems need to agree.
We map what you're running, design a target state for your institution, and build a transition plan sequenced against your fiscal calendar. The work starts with the systems, the data flows, and the people who use them every day.
Platform Advisory
Platform decisions in advancement come with long timelines and high switching costs. Most institutions go through the process once a decade, and the choice shapes daily operations for the duration.
We provide technical counsel during evaluation, selection, and transition, focused on data architecture, integration complexity, and operational readiness.
Data Strategy & Architecture
Your data model determines what your institution can do with its technology. A model designed for this year's reporting will constrain the analytical work you want to do next year. A model designed with those plans in mind requires different decisions at the field level.
We design data architectures, build enterprise data governance frameworks, and develop exchange strategies that connect advancement systems to the rest of the institution.
AI & Emerging Technology
AI in advancement extends across prospect research, donor engagement, content operations, and reporting infrastructure. Each application carries its own requirements for data readiness, operational capacity, and governance.
We develop AI strategy, evaluate emerging tools and platforms, and design the governance frameworks for responsible adoption.
Organizational Design
Technology produces results when the team running it is structured for the work. When it stops producing results, the cause is as often organizational as technical.
We design staffing models, role definitions, and operational processes for advancement technology groups: the service agreements between technology teams and frontline staff, the documentation that makes institutional knowledge transferable, and the governance that keeps all of it current.
Interim & Fractional Leadership
When a technical leader leaves and the search is underway, the team still needs someone making decisions. We take interim and fractional roles on contract, covering transitions and providing ongoing technical leadership.
We show up as part of your team: in leadership meetings, managing staff, making decisions, and leaving behind a documented operation when we're done.