Red Barn Advisors

We are thrilled to be full tilt into a new engagement to identify a new CRM for an incredibly impactful and critical organization providing food and support to those in need. When embarking on these projects, we conduct a thorough SWOT analysis with system review and staff interviews to better understand the client's needs and operating environment. Red Barn then facilitates all RFP distribution activities, demonstrations and negotiations serving as the liaison between the prospective vendor and the client.

Reasons to Consider a Database Cleanup:

1. You want to make sure you are getting the most out of your investment in the fundraising database
2. Reports aren’t reliable
3. Staff members are frustrated and unable to efficiently perform their daily tasks
4. Queries take too long and are not accurate
5. Monthly financial reconciliation is an arduous process
6. Late, lost and inactive constituents continue to be included in segmentations
7. Segmentations are difficult, often wrong or not mutually exclusive
8. Staff turnover means the “person who knew it all” is no longer available to decipher data codes
9. Data is everywhere – with the same, or contradictory, information tracked in multiple locations
10. The organization is entering a capital campaign or other notable change in focus or initiative
11. A recent merger or acquisition was completed
12. New leadership has evolving needs contradictory to the previous team’s focus
13. There appear to be duplicate records everywhere – or multiple household records causing challenges
14. Database functionality is so bad; discussions have evolved from “fixing it” to “replacing it”

A comprehensive system audit can be completed in 2 weeks with cleanup commencing immediately thereafter. Financial break-even for a comprehensive process is 12-24 months. This is how long it takes to cover consulting fees for the audit and system optimization. After the break-even horizon, all cost savings and improved efficacy is perpetual with the proper administration.

Contact me today for more information: [email protected]

Stay tuned...we are launching a new brand, website, service line, vision.