CRM Expansion The Arthritis Movement already uses Salesforce in its tech stack, signaling readiness for CRM-driven operations. The merger of Arthritis NSW and Queensland into a single entity creates an opportunity to implement a unified donor, member, and program management system, streamline communications, and improve reporting across the new organization. Proposed next steps: conduct a discovery to assess Salesforce usage, data migration needs, and design a donor lifecycle automation; offer migration/implementation and ongoing admin services.
AI App Opportunity Recent news shows Clara, an AI-powered app launched in partnership with Pollen Digital, signaling an investment in digital health tools and patient support. This creates an opportunity to provide AI integration, data pipelines, user analytics, and app optimization services; help with privacy, compliance, accessibility, and user adoption strategies. Next steps: position as AI solution partner for Clara’s roadmap, offering API integrations, analytics dashboards, and mobile/web optimization.
Digital Marketing The tech stack includes oEmbed, Google Tag Manager, Google Fonts API, WP Engine, HSTS, LiteSpeed, and Nginx, indicating ongoing website performance, security, and marketing analytics needs. There is an opportunity to offer performance optimization, SEO, analytics, content personalization, and hosting/security hardening with managed services. Suggested approach: website audit, GA4 implementation, SEO improvements, and ongoing optimization.
Fundraising Growth With revenue in the zero to one million range and a small team, there is strong potential to accelerate growth through donor segmentation, automated communications, multi-channel fundraising campaigns, recurring giving programs, and grant management. Propose fundraising strategy development, CRM-driven donor journeys, and integrated grant tracking and reporting.
Merger Synergy The January 2025 merger presents a critical window to unify branding, programs, and governance. Opportunities exist to assist with change management, policy harmonization, training, and the development of unified dashboards for executive reporting, volunteer management, and program outcomes. Recommend a post-merger integration package focused on efficiency and consistency.