Moving Forward

Start with the Future

Technology decisions don't exist in isolation—they're foundational to your organization's ability to advance its mission. The Heller Consulting team brings proven methodologies and specialized nonprofit expertise to help you navigate your options and implement the right solution for your unique needs.

Our collaborative approach means we work alongside your team to:

  • Evaluate your current technology ecosystem against strategic objectives
  • Identify opportunities for process improvement and automation
  • Develop a practical roadmap that balances ambition with reality
  • Implement solutions using best practices in project and change management
  • Provide ongoing support to ensure sustainable success

Whether your future includes an optimization plan for Raiser's Edge, a hybrid approach with strategic integrations, or a transition to a new platform, we help you make informed decisions that align with your mission and maximize your technology investment.

No matter what you decide to do with your fundraising technology, consider these tips based on our extensive experience helping nonprofits get the most from their tools:

Review Contracts and Plan Timelines Analyze your Raiser's Edge contract terms, including renewal dates and notice periods, and develop a realistic timeline that accounts for selection, implementation, and transition. We recommend building in buffer time—most platform migrations require 6-12 months for proper execution.

Map Your Technology Ecosystem Document all Raiser's Edge modules currently in use—for example gift processing, events, and membership. Identify the critical workflows each module supports and their importance to your operations. Catalog existing integrations with other systems, both formal and informal, and conduct a workflow analysis that covers key business processes and manual workarounds.

Understand Your Data Simply moving to a new system will do nothing to clean up bad data. Start now to get a sense of how much data clean-up you might need to do before changing to new software. Many orgs we work with have inconsistent use of data, especially in campaign structure, attributes, and constituent codes. Start there—and we have a guide for that too! Even if you ultimately decide to stay on Raiser’s Edge, having clean, updated data will help you operate more efficiently and effectively.

Heller Consulting's Implementation Approach

METHODOLOGY Our structured implementation methodology includes strategic discovery, tailored roadmap development, and solution design that respects your unique processes. We integrate comprehensive change management throughout implementation—including stakeholder engagement, communication planning, and customized training—ensuring high adoption rates. Our partnership extends beyond go-live with ongoing optimization support to help you continually evolve your technology ecosystem. QUALIFICATIONS With 29 years focused exclusively on nonprofit technology, our team brings certified expertise in both Raiser's Edge and alternative platforms. Our consultants combine technical mastery with nonprofit-specific knowledge, having successfully guided thousands of organizations through technology transitions. Our specialized data migration experience and integration expertise are particularly valuable for Raiser's Edge clients looking to optimize their current system or build connections with complementary technologies while maintaining data integrity and operational continuity.

Heller Consulting helps nonprofits and education institutions leverage technology to achieve their missions. With deep expertise in CRM strategy, implementation, and change management, we guide organizations through digital transformation to improve fundraising, engagement, and operational efficiency. Our team combines nonprofit experience with technical know-how to deliver solutions that are both strategic and practical.

Known for our collaborative approach, we work closely with clients to align your technology and organizational goals. We work with platforms including Salesforce, Microsoft, and Blackbaud to design and implement systems that support long-term success. Services include CRM roadmapping, data strategy, system selection, and implementation support tailored to the unique needs of mission-driven organizations.

Learn more and get in touch: teamheller.com/blackbaud