Phase 3: Momentum

Ongoing Partnership & System Growth

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Our team works alongside you on a month-to-month basis as an ongoing, trusted partner. We ensure your systems run smoothly, evolving alongside your organization.

We provide proactive support, ensuring data accuracy, seamless operations, and continuous improvements.

What We’ll Do

Monthly services typically include:

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Custom financial reports & fundraising metrics
Ongoing data review & record maintenance
Team training, support & troubleshooting
Data imports
Integration maintenance & management
Product updates & new feature incorporation
Strategy sessions
Standard operating procedures documentation

Client Project

Momentum in Action

For years, we’ve partnered with a legal foundation to steward a complex Bloomerang system, maintaining intricate relationships across individuals, firms, households, and giving tiers. Our ongoing oversight keeps data accurate, reporting and integrations aligned, and targeted communications running smoothly as their needs evolve.

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