Strategy for nonprofits

Allocate resources effectively and increase efficiency with Wipfli’s process improvement services. Our team works closely with yours to identify opportunities, create an improvement plan and help your people navigate change.

Our services include:

• Administrative process improvement: Using root cause analysis tools, we can help you map process steps, identify waste, define your ideal future state and develop the action plan you need to get there.
• Automation: By identifying opportunities for automation, we help your team do more with limited resources and staff. We also help you navigate the entire automation process, including establishing requirements, development and testing.
• Documentation: Our team works closely with your staff to gather in-depth details about how your organization works to help review, document and optimize your processes. 

Wipfli can help your organization choose software that can increase engagement and your impact. We support your team through all stages of the software selection process, helping you carefully evaluate potential solutions so that you get the value and capability your organization needs.

We can support your organization with the following:

• Requirements-gathering workshops.
• Demonstrations, including provider demo scripts and demo scorecards, so that you can stay focused on high-priority functionality and clearly understand how software can meet your needs during vendor presentations.
• Provider due diligence.
• Statement of work review and execution.

Wipfli helps guide your staff and minimize disruption during change, including support for:

• New technology implementations: See a smoother transition and higher adoption rate with your new technology. Wipfli works with your team to build a strategy that supports staff, provides the necessary training, addresses resistance and clearly communicates about changes.
• Mergers and acquisitions: Wipfli can help your organization minimize disruptions, support alignment and navigate complexities with your integration.
• Procedural and organizational culture shifts: We help you engage stakeholders and communicate proactively so that new processes, procedures and culture shifts can be implemented effectively.

Wipfli’s project management team is ready to help you achieve better outcomes with your investments. We can support all areas of implementation, including:

• Communication.
• Critical tasks and task prioritization.
• Budgeting.
• Alignment.

Wipfli works at the intersection of your organization and software vendors, helping you identify the processes, decision points and data crucial to success. We can also support your organization with education-focused guidance on best practices and system design.