CONSULTING  & TRAINING

Our focus is simple: Be the best consulting partner for mid- and enterprise-sized nonprofit organizations.  Our consultants have decades of experience selecting and implementing fundraising and CRM solutions for organizations like Brown University, Best Friends Animal Society, and The Nature Conservancy. 

What type of consulting and training do you offer?

BrightVine's consultants help clients analyze and redefine their existing technology and work with both IT and non-IT leaders to make strategic decisions that align with the needs of the organization. We have helped some of the world's largest nonprofits, like the St. Jude/ALSAC, transform their business processes and implement CRMs.​ How we can help: ​

  • Strategic & Advisory Services

    • CRM Strategy

    • IT Strategic Planning

    • Needs AnalysisSystem/Software Selection

    • Information Technology Governance

    • Project Oversight & Advisory Services

    • Technology Assessments
  • Consulting Services

    • CRM implementation or upgrade planning

    • Business Process Engineering

      • Best Practices Consulting

      • Business Requirements Analysis

    • Software Design and Configuration

  • Staff Augmentation

  • Program and Project Management

"Without BrightVine's technical and functional know-how, our Blackbaud CRM™ 
Implementation wouldn't have run as smoothly as it did. Their experience and expertise allowed us to create solutions where no one else could."
Alan Harrison
Executive Director, IT
St. Jude Children's Research Hospital/ALSAC

Training

Each organization we work with is unique, so we want to go beyond generic system-based courseware, to design business-specific role-based documentation and training that applies to each member of your team. We cover the full gamut, offering the following options to mix and match for your best fit:

  • Process Documentation

  • Train the Trainer

  • Go-Live User Training

  • Post-implementation Support

  • Refresher Training and New Hire Onboarding

  • Self-Service Support

 

Select any combination of your favorite styles of delivery: in-person, webinar, video, curriculum courseware, job aids, and presentation materials. We can suggest subject-matter toolkits for the Developer team, User Support team, Trainers, and for the Users themselves. The resulting combination of documentation and delivery fits your team, your roles, and your organization’s use of Blackbaud CRM™. Together we will lay out a learning strategy, build the syllabus, and design the documentation library.

 

Providing your team with fully customized support resources is an excellent way to ensure their continued use of the system. When CRM changes, the scariest thing for Users is not knowing how to do their jobs with the tools they have. Tailoring instruction and support to their roles will help them connect with the system changes, and give them the context and reference to hit the ground running. 

From The Blog

Blackbaud CRM™ Marketing Effort Best Practices Part 2

August 14, 2019

Using Blackbaud CRM™ Communication Templates to Simplify the Marketing Effort Setup Process

April 4, 2019

Working with Software Vendors and Third-Party Consultants Successfully

February 20, 2019

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We'd love to connect. Contact us here:

Locations:

Boston

Charleston

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BrightVine Solutions, Inc. (BrightVine) is a member of the Blackbaud partner network. BLACKBAUD®, THE RAISER'S EDGE®, and RAISER'S EDGE® are registered trademarks of Blackbaud. BRIGHTVINE, the BRIGHTVINE® LOGO, BRIGHTVINE DATALOADER® and DELIVERING EXCELLENCE FOR GOOD® are trademarks or registered trademarks of BrightVine.

 

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