Data Ecosystem Consulting
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CRM & Data
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Technology Roadmap

Strategize. Align. Succeed.

A well-crafted technology roadmap aligns your systems, optimizes resources, and drives impact. Whether you’re integrating new tools, breaking down data silos, or planning for the future, we help you build a roadmap that turns vision into action.

Align Technology with Impact

To advance their missions, nonprofits must leverage multiple systems—from CRMs and financial solutions to ticketing and POS systems—and embrace new ways of working to effectively utilize resources and to digitally transform their operations.

But how do you break down silos to ensure these systems work together optimally, and align with your long-term goals?

Our Roadmap Services provide a clear path forward.

A Roadmap Built for Growth

A technology roadmap sits at the intersection of three critical disciplines:

Information Systems Design – Assess your current state and design a future-ready ecosystem.

Project Management – Break down initiatives into actionable projects with clear milestones.

Strategic Planning – Ensure leadership alignment and long-term vision.

It’s not just an IT project—it’s an organizational strategy.

Your Tech Strategy’s North Star

A roadmap isn’t just a plan—it’s a strategic compass that ensures every tech investment supports your mission.

✅ Drive Digital Transformation – Prioritize initiatives and navigate dependencies with confidence.

✅ Optimize Resources – Allocate budget and staff time efficiently.

✅ Maximize Impact – Focus on high-value projects that move the needle.

✅ Manage Change Effectively – Engage stakeholders and reduce resistance.

✅ Improve Efficiency – Break down silos and eliminate redundancies.

Who Benefits from a Technology Roadmap?

✔ Nonprofits managing multiple systems (CRM, fundraising, finance, etc.)

✔ Teams struggling with siloed data and inefficient workflows

✔ Leaders who want to align tech investments with mission impact

✔ Organizations undergoing digital transformation

Success Story

Chicago Humanities’ Project to Unify Siloed Systems

When the pandemic forced Chicago Humanities to rapidly adopt new tools, they ended up with 16 disconnected systems—making it nearly impossible to track donors, measure engagement, or work efficiently.

The solution? A strategic technology roadmap—a clear plan to unify systems, streamline operations, and deepen connections with their audience.

Read how Chicago Humanities turned fragmentation into clarity, paving the way for smarter growth and stronger impact.

It’s time to make the technical more personal.

Turn your technology investment into a powerful advantage. Our nonprofit consulting experts are here to show you how.