Resources

Explore how our services can support your nonprofit with tips, answers, and planning resources.

Tips for Client Success How you can get the most
value from our partnership.

Tell it like it is.

On any project, we’ll be having detailed discussions about how your team gets things done - in real life. Sometimes things go according to official policy and sometimes…they don’t. We get it. No judgment. We encourage our clients to tell the real story about how they work, because the truth reveals important nuances that should be considered. Be open to new and different approaches - in combination with improved software tools, you have the opportunity to get it right.

Know your limits.

Burnout is real, so it’s important to consider the impact of balancing software project work along with your day-to-day operations. Lean on a consultant for project-specific, one-time tasks like data conversion preparation, and consider shifting responsibilities among staff so people can lend their expertise when needed without getting overloaded.

Invest in processes.

Tools alone don’t get things done; the way your team uses them is just as important. Designing, implementing, and adhering to processes that complement your software is critical for achieving and sustaining success. Plan to adapt as a team so that your new setup works for you, not against you.

Plan to measure success.

Consider ahead of time which metrics you will use to track the progress and payoff your new or improved software delivers. Which reports will you showcase with your team and your board? What gets measured gets done, so keep everyone focused on the same desired outcomes.

Frequently Asked Questions Gain some insight
about working with W4Sight.

Have you ever helped an organization like mine?

Most likely! We have partnered with nonprofits in a wide range of focus areas, including the arts, legal aid, social services, K-12 education, youth programming, and more. We work with organizations and projects of all sizes and scopes, and we’ve learned over the years that many nonprofits experience the same challenges. We’re confident our consultants can support you through your project.

Which software applications do you work with?

While it’s by no means a complete list, we work most frequently with the following products:

  • Salesforce, including the Nonprofit Success Pack (NPSP).
  • Raiser’s Edge NXT.
  • DonorPerfect Online.
  • Little Green Light.
  • NeonCRM.
  • Power BI.
  • Giving Data, Fluxx, and other grantmaking software.
  • CaseWorthy, Apricot, and other social service case/client management platforms.
  • Marketing platforms and integrations with primary systems (Mailchimp, Constant Contact, Salesforce Marketing Cloud).
  • Integration with event and donation form management tools, including Classy, QGiv, Soapbox, and more.

Our team continually stays up to date with the latest products and features in the industry, so the range of tools we support is constantly expanding.

Don’t see the program you need help with above? Reach out to us – chances are good we've helped others with it, too.

What are your prices?

Pricing varies depending on the engagement and is informed by your organization’s particular challenge. We’ll start with a discovery project to clarify the problems you’re facing, as well as their underlying causes. 

Once we’ve determined how we can best help your organization, we’re better able to provide you with an accurate price estimate.

Plus, our team is small and highly responsive, which means you’ll avoid the costly and time-consuming communication problems that come from bouncing back and forth between multiple consultants.

Can you tell me more about what goes into pricing?

Many factors can influence the final price estimate for our work together, such as: 

  • The software your organization uses.
  • The number of teams and business processes using the software.
  • Your data’s “cleanliness.” (Informed by factors like completeness, duplicates, and data entry procedures.)
  • Your staff’s capacity and availability to participate in our engagement.
  • Other dynamics within your organization.
How long do engagements typically last?

One thing to keep in mind with any project is that managing your nonprofit’s software suite is a continual process. As business needs change, new features come online, and staff changes occur, there will always be opportunities to refine and optimize your tools. 

With that in mind, our initial client engagements typically span a few months, depending on the service:

  • Software selection: 2-3 months.
  • Implementation and significant updates to existing systems: Varies by software type.
    • Donor management: 4-6 months.
    • Broader CRM: 6-12 months with phased rollout.
    • Program management: 6-12 months.

What challenge can we solve for your nonprofit?

Contact Us