Background: A national nonprofit with significant event-based fundraising embarks on a project to create shared services.
Background: A 100 year old client had cashflow problems that went unrecognized and could put them out of business.
Background: A social service company needed to implement a vital project and develop a process to manage future initiatives.
Background: A nonprofit with a substantial endowment wanted to review its cash management practices and banking relationships.
Background: A broadcasting company had invested in a new and groundbreaking internet strategy - but there was no data-driven evidence that it was working.
Background: A nonprofit with a departing COO who previously handled finance found itself in need of an interim CFO.
Background: A private equity-backed company with annual revenue of $100MM looked to double in size through serial acquisitions.
Background: A nonprofit with a history of successful event-based fundraising was experiencing a steady decline in revenues.
Background: A $1.5MM small business grew unexpectedly and rapidly to over $4MM which far exceeded the capability of its manual processes.
Background: A nonprofit organization was struggling to deliver CRM enhancements on time, on scope, or on budget.
Background: A ten-year-old CRM no longer reflected current processes. System use, enhancements, and tool management were problematic.
Backgroud: Unhappy with their CRM, a nonprofit had been advised, but not convinced, that data quality was affecting use.
Background: A nonprofit had almost abandoned its CRM system due to significant data quality concerns and a potential liability to fundraising efforts.