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.
