Fundraising Tech Growth The organization's fundraising channels include e-commerce and digital marketing tools (Shopify, marketing plugins, and an active online presence). There is a clear opportunity to integrate donor CRM with their Sage Intacct ERP to improve donor segmentation, automate gift processing, and generate unified fundraising analytics and reporting for grant applications and board updates.

Policy Grants With a newly appointed Chief Public Policy Officer, the organization is expanding its policy and public affairs work. This creates demand for grant and program management software, policy research dashboards, and compliance tracking to optimize advocacy efforts, track funding opportunities, and report impact to funders.

HR and Payroll A large workforce across multiple programs creates needs for streamlined HR, payroll, time and expense management. Propose offering integrated HRIS and payroll solutions that connect to their existing systems (ERP and travel expense tools), enabling better workforce planning, cost-tracking for grants, and improved employee experience.

Healthcare IT Modernization As a mental health and social services provider, there is potential to modernize care delivery with HIPAA-compliant EHR or telehealth platforms, care coordination tools, and data security enhancements, supporting regulatory requirements and more robust patient outcomes and program reporting.

Marketing Analytics The current use of digital channels and SEO tools indicates opportunity to optimize donor acquisition and retention through marketing automation, integrated analytics, and enhanced donor journey experiences across web and social channels, aligned with fundraising goals and analytics from the ERP.