Most modern software is API based which means seamlessly connecting you to your data is easier than ever. We can help connect your database with most systems on your campus including:

• Human Resources
• Financial and Accounting
• Endowment Management
• Admission and Student Systems
• Registrar
• Event Management
• Online Giving
• Crowdfunding
• Marketing
• Volunteer Management

Our consultants can help you build customized dashboards, reports, and queries to improve communications and management of your fundraising team. We bring examples of trusted reports for managing campaigns and day-to-day operations. 

We can save your team time and eliminate redundancy. Our goal is to automate everything possible, including report distribution, emailed receipts, and data consumption workflows.

We have worked with successful development offices across the country.  Our consulting team brings industry best practices to help you meet or exceed your goals.

We will work with you to streamline your gift processing, improve donor relations and stewardship communications, automate and enhance your prospect management efforts, and automate or improve all processes within Advancement, including Engagement. 

We can work with you to reinforce the value-added processes you are already managing and eliminate the wasteful, frustrating operations.

Workflows are essential in any Development Office.  Automating the business processes around these efforts ensures that your business policies are efficient and complete.  Too often the teams in Advancement manage their workstreams manually, creating opportunities for rifts and stretching resources beyond their capacity.

We can help you automate all of your functions and ensure that your fundraising strategies are followed through.  We have worked closely on projects for Individual and Major Giving, Planned Giving, Prospect Management, Annual Giving, Bio and Constituent Relations, Research, Donor Relations, Stewardship, Gift Processing, Alumni Relations and virtually all areas within Development.

We provide orientation and training to new and current development staff so they can master your database functionality.  It is advantageous for your team to have deep system management skills

We also provide Train the Trainer programs.  This allows your employees to be “the experts” and they can train new staff.

The Sleek consultants can also provide detailed site-specific documentation to support your training efforts.  These tools can be provided in the traditional Word, PDF format, or we can deliver LMS materials for quick video references that outline navigation, data entry processes, workflows, and your configuration efforts.

We know that staff turnover can cause problems for the often slimly staffed Advancement Offices.  Sleek Consulting can help by providing you with professional support for all of your situations.  This includes short term database professionals that can handle your operational needs off-site or on-site.  We can also offer well-rounded experts in fundraising operations for long-term needs.  This can be accomplished by recruiting and staff placement services, or utilizing our consulting team in a combined off-site/ on-site capacity.

Specifically we have experienced non-profit and higher education development professionals that can step in and help maintain or grow your development efforts.

In addition, we can provide seasoned Development Operations support to come in and manage the Database Administration, Gift Processing and Data Entry, Prospect Research, Events Management, Donor Relations, and Stewardship.