Finding the Right Tools to Match Your Goals

Sometimes, finding the right tools to match your goals is as easy as taking an objective look at what you already have at your disposal. It’s not always easy to do, though. It seems like every day there are new techniques, gadgets, and doohickeys that promise to do everything you could ever want as soon as you think about it, and a few promise to be ready even before.

So how do you solve for this? The trick is to look at the situation as objectively as possible. Ignore all the pitches and promises of software and really think about what you want to achieve. Some organizations, and even some very large corporations haven’t done this for years and years. How do you want to communicate with your audience? How much time do you have to put into it? What tools do you have available right now, and how do you use them? What kinds of things do you really wish you could do? Sometimes it’s not easy, but once you have all that and have actually defined the PROBLEM you are trying to solve, the steps to find the right SOLUTION are much more clear.

In this case study from Heller Consulting, they show how they worked through this process with the Sacramento Children’s Home to get to the right solution. With a 150th anniversary coming up, they knew they wanted to be able to launch targeted fundraising campaigns but weren’t sure they had the right tools. Heller started from the beginning to define what that really meant, and helped them evaluate the systems they already had. As it turned out, with some overdue database optimization and business process streamlining, their existing Raiser’s Edge system was completely capable of filling their needs. In fact, after a few days of training on the classic and frequently underutilized features of Raiser’s Edge, they were ready to face the future with a whole new batch of possibilities. Will it last the next 150 years? I guess we’ll find out.

Read more about how Heller and the Sacramento Children’s Home got their existing systems in shape in this case study about the project. Download the case study here.


About Bryan Giese

For the past 20 years Bryan has focused on one goal: Create experiences that establish a relationship. Whether working on application and web interface design, health education portal program experiences, or direct mail relationship marketing, he designs a full experience that brings people in, makes them feel welcome, and let’s them interact with a program for a long-term relationship. He has worked in every step of the process from creative design and development, to strategy mapping and content creation, optimizing each component to contribute to the full vision.

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