Implementation Services

Online fundraising is not a trend. It’s an established and evolving channel that needs to be part of your overall fundraising, advocacy, and event plans. Almost every aspect of the Internet requires some kind of software—from your content management system to event fundraising and social media. Allow us to be your experts in setting up your software so that you can stay on point and focused on achieving your mission.


Software Implementation

Our technical team can quickly—and cost effectively—implement your software including: Blackbaud, Convio, Drupal, Higher Logic, Joomla, and ThePort, among some of the major solutions serving nonprofits. We set up your software and train your staff on how to use it based on your customized needs. We configure out-of-the-box solutions so you get the most out of your software investment.


Software Migration

Whether you are migrating from a retiring platform, such as GetActive, or upgrading to an eCRM system, let us conduct a pre-migration assessment and a site audit, and then develop a detailed project plan and data integrity plan. Once you have that roadmap in place, you can leverage us for project management, pre-launch quality assessment (QA), and to prepare your team for day-to-day use of your new platform. To wrap up, we offer your team customized user training and report templates. Our comprehensive approach minimizes disruption to your programs and day job.


Temporary Staffing Solutions

We regularly shadow people who are planning a temporary leave. We provide gap-services until your key staff member returns. If you have an unexpected vacancy, we can step in usually within 48 hours to cover critical path functions until you are able to hire permanently for an open position. We also help you grow. If you need additional resources, but aren’t ready to make an FTE commitment, our team can provide long-term staffing solutions.


Custom Coaching

We provide custom coaching for most software platforms, including “super user” training, if you are ready to go to the next level and increase your expertise in a particular area. The coaching is “customized” to your specific needs and for your specific organization. Custom coaching courses include: Email Marketing, Surveys, TeamRaiser and Friends Asking Friends, Advocacy, Reporting and Analysis, Microcampaigns, and Segmenting and Targeting.


Email and Newsletter Implementation

Our team can help you design and implement a new look and feel quickly. If you don’t need to refresh your look, but want an extra hand to get a newsletter or emergency appeal out the door, our technical team can get the job done.

We couldn't have done this without Charity Dynamics. Working with them gave us the insight to use Blackbaud Sphere more effectively, while freeing my staff's time to focus on other key projects. They're the best online fundraising consultants I've worked with in my ten years of experience.
Jill Reid
Vice President, World Bicycle Relief