Our Clients

Sleek consulting has been an invaluable resource for Boston College for many years.  Their vast knowledge of Millennium and fundraising database best practices has been such an incredible asset for us. They guided us through the testing and implementation of our last upgrade with the great ease and attention to detail that only comes from years of experience.  Their optimization and enhancement ideas not only helped us work faster, but smarter.  We all at BC look forward to working with Sleek again.”

Shawn Reddish
Associate Director, Data Management and Reporting

Sleek Consulting was key to our conversion process, helping us to understand the business rules, and they were the “missing link” between our new conversion team and the technical staff.

Guillermo Anaya, Database Manager, Applications and Conversion Team member

Those of us on the Children’s Hospital Los Angeles conversion team was impressed with not only with their thorough fundraising knowledge combined with their technical database expertise, but also found Sleek Consultants to be most pleasant, organized and easy to understand. They were invaluable in helping our conversion go more smoothly.

Suzanne Szalay, Development Research, Conversion Team

When we converted our fundraising system, Sleek was instrumental in helping us successfully complete what should have been an 18-month project in 6 months. They outlined what needed to be done throughout the process, were available for our many questions, and worked with us to review all of our business procedures and fundraising reports. Everyone
from our institution who worked with Sleek had a very positive experience.

Melanie Sherwood

 

The United States Olympic Committee went through a conversion and implementation in early 2001. We worked closely with Sleek Consulting in developing policies and procedures for the database. Their years of experience and expertise were invaluable to us during this time. They were extremely helpful and made several on-site visits and were “on-call” for quite a period of time for any questions that arose. Their professionalism and enthusiasm for the task at hand was commendable.

Janet Hotzel, Database Administrator

Sleek Consulting has worked with us for more than a year. They provided us operational support for reporting, data cleanup, data management, training, reference materials, and much more. Their assessment of our needs, recommendations for implementing best practices and how to bring us leaps and bounds beyond where we were invaluable.

I would strongly recommend them to anyone who needs help within their Development Services area. They are the absolute best!”

Jan Palermo, Director of Development

 

Sleek Consulting helped guide us through the process of analyzing a very complex and process heavy gift receipting and acknowledgment system and re-imagining a simpler, donor-friendly system that would serve not only the legal requirements of receipting but also properly steward our donors. This work involved dealing with a large number of staff with very differing perspectives and related experience, sorting through their perspectives, organizing the work and analysis in a way that all could understand, and then coming up with recommendations that a small action committee and the technical team could move forward with. They did all this in a timely and very engaging way. 

Joseph M. Medina
Assistant Vice President and Director of Operations and Analysis

 

Thank you for all that you have done for Nobles this year. You handled each and every one of our issues we presented to you with competence and, perhaps more importantly, you imparted a sense of “calm” that allowed all of us to move forward with the other daily tasks of running a development
office.

Sleek has been a complete life-saver for us over the past 2 years. They have been instrumental in times of personnel turnover and has assisted with many of the major functions of our office. Their consultant’s background is so extensive that no matter what you throw at them, they respond with professional, concrete help and advice. They are not afraid to roll up their sleeves and complete the tasks central to a Development Office.

Some of the projects that Sleek has helped us with have been the Fundraising audit, NCOA, Annual Report, Campaign Report, CASE/NAIS Reporting, data integrity, and many other items. Sleek is someone you can call and count on no matter what the topic! Beyond being one of the most knowledgeable people that I know in Development, they were a pleasure to work with!

Jeffrey Berndt, Director of Development

Sleek Consulting worked with Illinois State University over a 7 month period as project managers for a database conversion project. When Sleek was hired, Illinois State had been in the process of upgrading our fund-raising database. Not only were we dealing with implementation issues but staff changes significantly impacted the project timeline. Many believed the project would never reach full closure.

Our decision to hire Sleek as the project manager was the best investment the University could have made. Sleek’s organizational and project management skills are outstanding. They are highly professional and their interpersonal skills and enthusiasm helped energize staff to believe that the project would succeed. Sleek’s help and support were critical in the implementation of our new database. Sleek was able to communicate effectively with everyone involved in the project – from highly technical Systems Support staff to casual end-users of the system. They helped organize the project into manageable elements and were a positive force driving us to meet our timelines. In a matter of a few weeks, They managed to get things back on track. They literally saved an otherwise ill-fated system conversion project.

Sleek Consulting provides real solutions to real problems. We learned a great deal from them and would hire them again in a heartbeat.

Jill A. Jones, Executive Director Development, Donor and Information Services

I hired Sleek Consulting to assist me in dealing with a conversion from Millennium, our fundraising database for the last 10 years, to The Raiser’s Edge. I wanted to re-align and “clean” our Millennium fundraising data prior to the actual conversion, while still in the system we all are familiar with. Sleek’s expertise is in understanding the workings of Millennium and how it handles data, etc.

Over the year, Sleek did not shy away from spending many hours on the phone communicating with us end-users in regard to business processes and data now and then, completed monthly progress reports and invoices, and otherwise thought ahead of us by suggesting solutions in perspective of how our data will be accessible in The Raiser’s Edge.

Today, our Millennium data is largely free of the many nagging inconsistencies of the past and “sits” much better in terms of fitting, via a conversion process, into The Raiser’s Edge system. This will greatly cut down on the costs of actually programming the conversion and attending to post-conversion issues.

Sleek has been an invaluable partner for us in the daunting process of this database conversion. I could not have done it without their services and recommend them to any Advancement Services shop looking for a competent IT consultant.

Tom Froehlich, Director of Advancement Services

The Sleek Consulting team provided key technical and fundraising operational support during a critical transition period while we hired a new Director of Advancement Services and during the database conversion to the Banner system. Their team worked with management on priorities to make key decisions yet also handled a number of day to day needs such as the generation of mailing data and daily reports. They did an outstanding job to not only provide stability but to move our program ahead.

Edward Chiu, Associate Vice President for Institutional Advancement

Sleek’s guidance and vision have been instrumental in moving our organization through the total overhaul of our gift processing operations. For the last nine months, they have used their extensive knowledge of development operations, systems and project management to help us move forward towards best practices in this area. As a finance and accounting professional, I was impressed with Sleek from our very first meeting. They realize how important it is that Development and Finance systems and personnel work together. They led our project team to accomplish a great deal in a short window of time. I highly recommend Sleek and have come to rely on their experience and sound advice. We truly could not have accomplished our goals without them.

Debbie Harker
Controller

Sleek Consulting helped in our conversion to the Millennium database. Sleek provided a range of services, effectively employing both carrot and stick to make sure we made it on time and in good shape! They had the experience to guide the technical staff through the myriad tasks that comprise a conversion, and the credibility to advise management on the progress of the conversion as well as best practices for Advancement Services in general. The best advice I ever received was to contract for their services for our conversion!

Trudy Miller, Eastern Washington University

All three days went really, really well. I want to thank you especially for all your hard preparation work, and for coming out and leading terrific sessions yesterday. As I said to you, it was just the right amount of detail and touched on some very key points that will be key focus areas for us.

We came out with a better understanding of broad ways of doing business, and specific tools to help us raise more money. Everyone is very, very excited about the move to Millennium.

Sabre, I could not have done this training without your guidance, and the prep work you put in was key to a successful week of training. I
know I speak for Development when I say you have greatly aided our fundraising efforts.

Thank you,

Andy Schultz, Manager, Development Services

Over a period of two years, I worked closely with Sleek consulting.  I was a Systems Analyst at the time and the project leader for this one million dollar project with a two-year implementation deadline.
The project involved a radical change in technology and a comprehensive overhaul of the work methodology of our division. In a nutshell, we were moving from a small fundraising shop with few personnel to an organization with a large distributed work model requiring a centralized data management tool. None of our managers were technology-savvy and our Divisional Vice President at the time, while very supportive, had no technology background. For project support, Sleek was just what we needed.

As with all projects, this one faced setbacks and challenges. However, two unusual circumstances impeded the progress of this project and threatened a successful and timely delivery of the product. Both involved complex human resource challenges in the area of our software development team. These problems should have derailed our project severely, and as project leader, I faced many long days trying to sort out the problems and find solutions. During these times Sleek offered a level of support and aid which remains unmatched in my 25 years of professional experience.

Their understanding of the system development life cycle helped me and our project teams to anticipate and prepare for each challenge. Their insight into operational issues and their candor with regards to them often made the difference in moving management to act proactively instead of reactively. They have a firm grasp of technology requirements and they never left me waiting on vendor issues; their follow-up and communication skills are the best.

If you would like to discuss Sleek’s qualifications with me in person, please contact me.

Seth E. Worley, Director of Corporations and Foundations

Sleek Consulting are accomplished fundraising software consultants who have worked with the UMass Memorial Foundation for the last thirteen months. The Foundation raises funds for the UMass Medical School and its clinical partner the UMass Memorial Healthcare System so our fundraising database is quite complex. Sleek has helped our office with post-upgrade issues for our fundraising software. This was a major systems upgrade that required all of our reports to be re-written. In addition, our senior systems analyst left our employment three months after the upgrade so there were a host of post-upgrade issues that had to be dealt with. During the time that this position was vacant, Sleek filled the vacancy on a temporary basis and they also helped us find our new systems analyst and train him.

We have found Sleek to be excellent in listening to user needs, is a very creative problem solver, defines the user requests or problems and promptly resolves the issues. They have acted as a project manager for our task force to improve the policies and procedures for using our fundraising software system. They have excellent project management skills and are good at follow-through. They have been an excellent trainer for our staff. They have excellent people skills and can relate to people at different levels from the Vice-Chancellor for Development to the gift processing staff.

I have worked with many IT personnel and I rate Sleek as some of the best technical people I have ever worked with.

Sam Stewart, Controller

That was a really excellent Gift training session you ran today. You clearly did your homework to select good examples.

Good pace.

Good level of detail.

Clear explanations.

Good context.

It was great how you started out with simple examples and gradually moved to more complex ones.

Repeating the process of looking at gifts for different accounts was helpful in reinforcing the process to new users.

I hope it inspires our staff to go into AQ and look around and learn more!

 Mary Roberts, IT Business Analyst

Sleek meets you where you are, and helps to get you where you need to be.

In need of a gift processing and operations solution as a result of turnover, we devised a scope of services to keep the office on track, as well as train a new hire and develop written procedures specific to our organization.

Our consultant is highly responsive, delivering exactly what we need when we need it. Initially, we required significant on-site assistance, and are gradually tapering contact to virtual meetings, phone, and email. Invaluable in quickly producing reports and identifying task lists for clean-up, our consultant shares our goal: to make the database “work” for us and to enhance the overall efficiency of the office. We have a true partner in Sleek Consulting.

Robin S. King, Director, Mission Advancement

With vacancies on our advancement reporting team we turned to Sleek Consulting for interim support.  They quickly became a critical bridge for our ad hoc user needs and also provided management reporting to support long-term reporting goals.  I don’t know how we would have survived these past many months without them!

Vicki Medlock, Senior Director of Advancement Services

Full Client List

15-40 Connection
ADRC Alzheimer’s & Dementia Resource Center
Aircraft Owners and Pilots Association
American College
Animal Rescue League of New Hampshire
Arizona State University
Babson College
Barbara Ann Karmanos Cancer Center
Bentley University
Beth Israel Deaconess Hospital
Bethel University
Binghamton University Foundation
Boston Architectural College
Boston College
Boston Museum of Science
Brandeis University
Brookdale Community College
California State University, East Bay
Calvin University
Carnegie Institute of Sciences
Carnegie Mellon University
Carolina Day School
Catholic University of America
Central Michigan University
Charles River School
Chicago Waldorf School
Children’s Hospital of LA
Choate Rosemary Hall
Clarkson University
Cleveland State University
Colby College
College of the Desert Foundation
Colonial Williamsburg Foundation
Columbia Business School
Connecticut College
Cornell, Johnson School
Culinary Institute of America
DePauw University
Desert Research Institute
Eastern Washington University
Elgin Community College
Elizabeth Glaser Pediatric Aids Foundation
Emerson College
Fisher College
Foundation for Fighting Blindness
Four Paws USA
George Mason University
Georgetown University
Harvard Law School
Heidelberg University
Hill School
Hollins University
Houston ISD Foundation
Howard University
Hudson County Community College
Illinois Central College
Invest In Others
Irvine Technology Corporation
Isidore Newman School
IU Ventures
J. Paul Getty Museum
Johnson University
Kalamazoo Public School Foundation
Louisiana Tech Foundation
Loyola University of Chicago
Madison County Day School
Merrimack College
Merze Tate Explorers
Millikin University
MSPCA Angell
Muhlenberg College
National Audubon Society
Natural History Museum of LA
New England Baptist Hospital
Noble and Greenough School
Northern Illinois University
Northern Illinois University Foundation
Ohio Northern University
Oklahoma State University Foundation
Old Dominion University
Otterbein College
Philadelphia College of Osteopathic Medicine
Pittsburg State University
Portland State University
Prostate Cancer Foundation
Providence College
Regis University
Rensselaer Polytechnic Institute
Rice University
Rollins College
Rowan University
Ryerson University
St Joseph’s Preparatory High School
Saint Olaf College/ WCAL
Saint Vincent College
Salk Institute
Salve Regina University
Scripps Foundation for Medical and Science
Shenandoah University
Sidwell Friends School
Smithsonian Institute
Southern CT State University Foundation
St. George’s School
Strata Information Group, Inc.

Temple University
Texas State Technical College
Texas State University-San Marcos
Texas State University System Foundation
The Jewish Theological Seminary
The Wharton School
Tulane University
UI Ventures
United States Olympic Committee
United States State Department
University Hospitals of Cleveland
University of Alabama, Huntsville
University of California, Irvine
University of California, San Diego
University of California, San Francisco
University of Central Florida
University of Connecticut
University of Findlay
University of Florida Foundation
University of Massachusetts Memorial Foundation
University of Michigan
University of Pittsburgh
University of Puget Sound
University of Sciences
University of South Carolina
University of Texas, MD Anderson Cancer Center
University of the District of Columbia – David A. Clarke School of Law
University of West Florida
Utah State University
UVA Law School
Virginia Commonwealth University
Wake Forest University Baptist Medical Center
Washington National Cathedral
Washington University of St.Louis
Wellesley College
Wentworth Institute of Technology
Wesleyan University
Western Michigan University
Western Michigan University Homer Stryker M.D. School of Medicine
Western Michigan University, Michigan Radio
Woodberry Forest School
YMCA Atlanta

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