PatronInsight is our professional consulting service designed to provide a creative and analytic approach that aligns the power of PatronManager with our clients’ business goals and strategies. We offer personalized, one-on-one strategic guidance to help organizations enhance their operational success.
We first review an organization’s use of PatronManager and their existing business operations. Our goal is to listen, probe, and uncover missed opportunities that can improve the way our clients manage their sales, marketing, and fundraising activities to ultimately increase their bottom line. Then we focus on providing both short-term solutions and long-term strategic opportunities that open the door to sustained growth.
Our standard consulting program includes:
Organizational Assessment – A series of assessment tools examining an organization’s operation are available:
- Technology Review – We review how technology is implemented to reveal opportunities for increasing efficiencies and eliminating redundancies.
- Earned and Contributed Revenue Strategy Assessment – We review all earned and contributed revenue programs, identify missed opportunities, and uncover new marketing, sales, and funding initiatives.
- Business Department and Operations Assessment – We review each department in detail to uncover efficiencies, strategies, and tactics that support operational effectiveness, with a focus on leadership and how management operates together to meet the unified organization goals.
At the conclusion of each consulting engagement, PatronInsight delivers a written Assessment Report outlining key findings and recommended strategies and actions. Our clients often implement many of the resulting recommendations, but other findings may be addressed with further system customizations provided by the PatronInsight consulting team.