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We help you select, implement, and integrate the right SaaS or Commercial Off-the-Shelf (COTS) solutions. Our approach focuses on understanding your existing processes and supporting your team with effective change management, training, and ongoing support.
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With countless software options, finding the right fit can be overwhelming. Key technical details may be overlooked, processes need refining before implementation, and user engagement is often rushed. To gain the full benefits of SaaS and COTS solutions, we focus on:
Choosing the software that best meets your needs.
Adapting workflows to maximize new system capabilities.
Engaging users early to ensure a smooth transition.
We compare market products, weighing pros and cons to identify the best fit.
We dive into product specifics to align choices with your organization’s unique needs.
From PeopleSoft and Microsoft Dynamics to specialized industry tools, we help you find the ideal solution.
We design workflows that reflect your operations, aligning the system with desired outcomes.
We ensure seamless data migration, accurately transferring essential information to the new system.
We create SOPs, user guides, and tailored documentation for consistent system use.
Through ‘train the trainer’ sessions and direct instruction, we prepare your team for effective system use.
We’re here post-implementation to help resolve issues and keep the system running smoothly.
Featured Client
Since partnering with Tech Dynamism, the Center for Nonprofit Excellence (CNE) has transformed its program management and operational efficiency. By implementing Salesforce CRM and integrating it with key tools, we helped CNE streamline processes and improve data synchronization across their services.
CNE needed a modern CRM to streamline program management, unify fragmented data, and support reporting. With multiple disconnected systems, they required a smooth transition to enhance efficiency without disrupting operations.
CRM Transition and Integration: Migrated CNE to Salesforce, integrating tools like Stripe and WordPress.
Data Migration and Modules: Consolidated data and added modules for program, case management, and reporting.
Program Efficiency: Improved tracking and streamlined processes freed staff to focus on mission work.
Unified Data: Centralized information enhanced reporting and ensured uninterrupted service.
We start by understanding your needs and challenges to pinpoint the best COTS solutions.
We select and tailor the ideal system to integrate seamlessly with your processes.
Our team ensures precise implementation, providing comprehensive training and change management support.
We’re here to ensure the system continues to meet your business needs.
Contract #24-11-TO-03 - VA Local Gov
VASCUPP Contract #UVA2002927