Strategic Planning
The goal of a strategic planning project is to think big and define implementation and project phases in more detail. Common Voyage includes strategic discovery as part of every implementation and support project, however, we also offer this service as its own engagement. Some clients come to us for this type of work specifically, and sometimes we recommend it to clients based on their project requirements. Below are a few examples of cases in which clients have opted for discovery projects separate from an implementation:
- Creation of overall system strategies
- Undefined business process
- Technically complicated project components requiring separate discovery
- Exploration and cost comparison of multiple options within a project
- Grant applications requiring detailed project proposal and budget
- Existing Salesforce systems in need of an overhaul
Implementation
Common Voyage specializes in thoughtful, tailored Salesforce-based systems for nonprofits. Our implementation projects are scoped in depth, and in advance. Our proposal process is thorough so our clients can trust that there won’t be unforeseen needs or expenses.
Our areas of expertise include:
- Customizations of Salesforce.org’s Nonprofit Success Pack (NPSP), including donor management, grant management, general constituent relationship management and more
- Implementations of Volunteers for Salesforce for volunteer management
- Program management including: fellowships, scholarships, courses, exchange programs, training and certifications, etc.
- Implementations of Salesforce Communities to manage online portals for external users
- Install and customization of email marketing solutions
- Data migration from many systems, including Raiser’s Edge, DonorPerfect, eTapestry, CiviCRM, Salsa, Filemaker, Excel and others
- General system automation
- Reports and dashboards
- End-user and Administrator training
Support
Common Voyage offers support services on a flexible, on-demand basis. We tailor our support projects just like we do the rest of our projects: to fit our clients’ needs perfectly. We typically recommend support in between or after more structured phases of development. This type of service is common in the following situations:
- After a more formal implementation phase
- Throughout the year for general maintenance
- For more complicated and technical needs that arise more infrequently
- During a busy season
- After a staff member leaves
- When a new staff member is hired
Please contact us to learn more about support services.