Higher Education Advancement Services Consultant

Transforming advancement by envisioning a constituent-centric experience supported by leading-edge technology, efficient processes, and well-defined teams to support today’s mission and tomorrow’s university.

Overview

Transforming Solutions is dedicated to helping organizations that are focused on higher education advancement services to fulfill their missions and meet institutional objectives and priorities. Focusing on improving efforts in the areas of prospect management and research, gift processing, data integrations, reporting, among many others, Transforming Solutions’ customized and technology-agnostic approach will help your institution optimize its people, processes, and technologies to cultivate strong constituent engagement.

From higher education advancement services technology assessments, CRM evaluations and selection work to more encompassing assessments and strategic planning, Transforming Solutions helps institutions improve the performance of advancement functions. We approach our advancement engagements with a holistic lens, partnering with central advancement units, Alumni Associations, medical centers, information technology teams, and other campus entities. 

Our advancement-oriented consultants recognize that each advancement services organization has distinctive people, processes, and technology. They also have unique constituent groups, events, data, missions, and visions that set them apart. We want to help honor those factors that make you unique while helping your institution prepare for change. It is our job to empower your advancement teams to think critically about transformation throughout the advancement ecosystem.    

What We Do

Transforming Solutions focuses on improving advancement performance. Many of our higher education advancement services improvement efforts are focused on improving efforts in the areas of prospect management and research, gift processing, data integrations, reporting, among many others, Transforming Solutions’ customized approach will help your institution optimize its people, processes, and technologies to cultivate strong constituent engagement.

Transforming Solutions can help your Advancement organization transform in the following areas: 

Technology Strategy, Assessment and Next-Generation Selection TSI will facilitate, with your institution Advancement Team, your desired vision that is based on the donor and user experience that is important to you. Then, to bring that vision to life, TSI has deep expertise assessing an organization’s current technology and leading the important project to select the Next-Generation CRM and related technologies.

TSI is typically involved in a hands-on way to define requirements, develop a business case, facilitate work sessions to elicit the “voice of the donor” and “voice of the development officer”. Lastly, since TSI has no vendor relationships, we can facilitate an objective, fair and impartial software vendor evaluation so the right system is selected. We have assisted our clients in the assessment and selection of a system from an extensive array of leading CRM software options in higher education. This includes CRM platforms such as Salesforce, Affinaquest, UC Innovation, Technolution, Anthology, BlackBaud, Ellucian CRM Advance, and others.

  • For more information on TSI’s Advancement-focused CRM Assessment, click here
  • For more information on TSI’s Advancement-focused CRM Vendor Evaluation and Selection Expertise, click here

Operational Review TSI will map, analyze, and improve the processes that often have non-value-added steps, silos and other factors that may add to a less than optimal process. TSI has quite a bit of experience help organizations make improvements in prospect research and management, event management, campaign management, bio demo update, data mining, gift acceptance, management and stewardship and many other advancement processes.

Campaign Readiness TSI will evaluate the best policies, practices, and governance to provide a solid foundation for campaign success. We will also determine what resources will be needed to ensure campaign readiness, and benchmark against like institutions to determine best practices

Reporting & Data Integrations TSI will help determine reporting needs that support campaign readiness and progress to goal for individuals and the advancement organization. We will also help produce recommendations using business intelligence to provide to project stakeholders, and conduct system/application inventories to determine data sources.

Development TSI will support fundraising efforts and the activities that support those efforts including major gifts, alumni relations, events, communications, estate planning, prospect management research, and more. We will also evaluate and select the best higher education technology to support development efforts and assess, streamline, and improve information technology to meet the needs of Advancement stakeholders.

Organizational Assessment TSI will review organizational structure, staff roles and competencies, and training needs for your Advancement organization. We will also map current state and future state processes for efficiency, and guide organizational change management and communication efforts to articulate transformation.

Our Solutions

The following are the most frequent service areas we employ to help our higher education Advancement Services Constituents:

Our Top Rated Higher Education Advancement Services Consultants

Dan Feely

Gerald Doyle

Susan Rossetti Headshot Image

Susan Rossetti

Our Clients’ Results

TSI worked with us to complete a strategic technology assessment, which included the difficult task of coordinating and articulating our vision and strategy for new technology. The project was a great success: they ensured that everyone participated in the process, that all voices were heard, and that deliverables were on-time and distributed to all participants for thoughtful feedback. On a day-to-day basis, TSI was enthusiastic and dedicated to our work, always demonstrating that our success is their success. They have acted as key advisors to me and as coaches for the entire project team. We so enjoyed working with the TSI team and hope to continue to do so in the future.

Sarah Barr
Sarah Barr
Senior Director, Analytics and Business Intelligence • The University of Chicago

Transforming Solutions, Inc. proved to be very adept in creating strategic and practical approaches to our complex improvement project. They gathered data efficiently and effectively, creating buy-in amongst our faculty and staff as they did so. Dan and Alan did this by spending a considerable amount of time on our campuses working directly with groups of our staff and faculty. Ultimately, TSI presented us with a detailed process map of our communications, identified key areas for productive improvement, and worked with us to tailor their final recommendations to our specific needs. The team of TSI does the job and does it well.

Pete Chidester
Pete Chidester
PhD • Eastern Arizona College

TSI staffs their project teams with high quality, knowledgeable, skilled, and dedicated individuals, assuring you that your initiative will be a success!

CFO
CFO
California State University – SLO

TSI joined the UF team at an important inflection point. We were in the very early stages of asking ourselves what ‘next’ looked like for our fundraising program and what technology ecosystem would be required to actualize it. Dan and his team led us through an extensive planning and preparation process that set us up for success in the implementation of our new CRM and the associated platforms. In the planning and preparation phase, we worked with Dan to develop visioning statements, create a roadmap, and secure funding.

Heather Greig
Heather Greig
Assistant Vice President • University of Florida Advancement

I really enjoyed working with TSI, particularly, I loved the way you ran the brainstorming sessions early on, which can sometimes be extremely disorganized if not done right. I respect and admire your ability and instinct to facilitate discussions and to tease out useful information. I believe your success is a result of natural ability, and lots of hard work and preparation. I’d love to stay connected and to serve as a resource if I can be of value to the things you do.

Information Technology Services Leader
Information Technology Services Leader
University of Illinois

FAQs about Advancement Services

What does an advancement services consultant do?

From envisioning a higher education constituent-centric experience to defining how and what leading-edge technology, and efficient processes are what well-defined teams should be doing. Also, we get involved heavily in advancement technology assessments, CRM evaluation and selection work to more encompassing assessments and action planning. Typically, this is inclusive of all engagement-related activities that may exist in a variety of locations including the Alumni Association, prospect management, gift processing, stewardship, event management, and many other functions.

Advancement Services consulting fees?

We understand that budgets are tight. We will work with you to create a customized budget that meets your financial circumstances.

Can you provide Advancement Consulting Services remotely?

Yes, TSI’s methodologies are flexible enough to facilitate remotely. Our consultants have experience facilitating CRM requirements gathering, business process improvement, constituent experience, and voice of the customer sessions remotely.