PROFESSIONAL SERVICES - Making Informed Decisions and Implementing Best Practices

Photo of weathervaneOur staff understands a wide range of business processes and has expertise with the latest proven technologies. We are also skilled in presenting technical issues so that our clients can make informed decisions. We offer a wide range of professional services that meet the needs of many different organizations.

Philanthropic Program Administration

Design and manage worldwide grant programs using Web-based applications, online peer reviews and online reporting
Conduct workflow analysis and streamline operations 
Grants management software and cloud-based services evaluation, selection and migration

System design, customization, implementation, and optimization
Creation of digital dashboards and graphical presentation of data in charts and maps with drill-down capabilities plus overlays of statistical data

Integration of proposal tracking, grants management, accounting, document management, contact management, and social networking
OFAC and USA PATRIOT Act compliance
NGOsource for equivalency determination for non-U.S. based NGOs to meet U.S. Treasury requirements
Best practice design and use of online grant applications, eligibility quizzes, and online reporting
Creation of digital board books using iPads and Web sites for content distribution

Selection and implementation of systems for bank trusts and philanthropic service bureaus
Design and implementation of classification codes and taxonomies
Design and implementation of workplace giving programs
Review of technology-related proposals and technical assistance to grantseekers and grantees

Needs Analysis and Project Management
Needs analysis and workflow review
Information system and technology audits
Strategic planning and project management
System benchmarking and evaluation
Cost/benefit and risk analysis
Independent evaluations of products and services
Development of RFPs, proposal review, and contract negotiations
Contract negotiations, oversight and acceptance testing

System Design and Implementation
Integrated system design and implementation
Independent in-depth evaluations of integrated foundation information system products and hosted services
Contact Relationship Management Systems (CRM)
Knowledge Management Systems (KM)
Content Management Systems (CMS)
Web site and portal design
Workgroup collaboration using hosted Web portals and Microsoft SharePoint
Accessible Web site design for handicapped users
Search engine development and usage tracking
Data center design and management
Implementation of LAN, WAN, VPN, Wi-Fi, Client/Server, Single Sign-on (SSO), Terminal Server and Citrix thin client systems
Optimizing and troubleshooting network systems
Performance and load testing
Technical system documentation
Policies and procedures
Security audits
Disaster recovery planning

Professional Development and Recruiting
Assessments of organizational staffing needs
Staff reviews and skills assessment
Executive coaching
Professional development services
Recruiting of technical staff and senior managers

Product Development and Marketing
Market research
Industry forecasting
Client satisfaction surveys
Web-based survey design, hosting, and data analysis
Product design and development
Multi-media presentations

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47 Murray Place, Princeton, NJ 08540  USA