CRM Analysis & Conversion

Technology selections and implementations are among the biggest projects faced by philanthropy operations professionals. We work with your organization to identify the core business requirements for any new technology platform to ensure it fits well within the organization’s existing ecosystem. From internal readiness to design and data mapping through training and change management, BWF has the expertise to work with you through all phases of a system selection and implementation to ensure daily operations continue while your project progresses. As an objective third party staffed by experienced practitioners, we’ll help you make the right implementation decisions based on best practices and organizational needs while acting as an advocate for your organization throughout the project.

Our Services

  • Strategic Planning and Change Management
  • Technology Eco-system Assessment and Planning
  • Data Mapping
  • CRM and Technology Selection
  • Conversion Project Management

Technology & Operations Insights

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Find out how BWF can partner with you on CRM analysis and conversion.