Boutique Tech Consulting for Nonprofits and CDFIs in North America

Role: Director of Services

Industry: Boutique technology consulting firm for non profits and CDFIs in North America

Situation:

We are a boutique technology consulting firm who provides highly specialized resources to a small client base. We have a staff of about 60 professionals who have all worked in nonprofits before. Our primary client base is made up of nonprofits and CDFIs who have been significantly affected by uncertainty around federal funding. As a result, they are no longer able to invest in large transformational projects. This means we now have a team of full time salaried specialized project resources who do not have work to do. We have strong relationships with our clients, and benefit from high levels of loyalty and trust. Our clients often recommend us to other organizations due to our reputation for transparent and trustworthy customer services. We are highly collaborative and open to change. We have historically specialised in Salesforce, but we have been expanding our expertise in data warehousing and business intelligence tools. We are apprehensive about AI due to concerns about ethics, cost, stability and data security - all being factors that might make it inappropriate for the small nonprofits we work with.

Question to Marcus:

“

We are looking for either a new line of business that our clients can invest in during this time of uncertainty, or the ability to break into a new market of clients who are less affected by the uncertainty in federal funding.