Excelevate PB LLC
strategic systems
Custom Builds
Built for the Complexity of Your Mission
Standard tools are built for standard needs. But for organizations managing unique structures, multiple program areas, or large-scale funding models, you need a data engine that reflects the specific design of your mission.
Our Custom Builds provide a curated consulting engagement combined with a tailored system build. We move beyond the basics to ensure your specific strategic priorities are embedded directly into your daily operations.
The Goal:
Operational Alignment & Resilience
For complex organizations, this is about more than tracking—it is about building the infrastructure for long-term self-sufficiency:
-
Hard-Code Your Strategy into Your Operations: Align your funding data 1:1 with your internal departments and strategic plan, ensuring your daily work directly supports your planned goals.
-
Cultivate Financial Competence: Empower your team to take full ownership of their fund development, moving from reactive "firefighting" to proactive, managed growth.
-
Insure Your Institutional Memory: Protect your organization’s most valuable data. Ensure that every hard-won success and funder relationship remains a permanent asset that survives any staff or leadership transition.
The Tailored Process
-
Strategic Planning Sessions: Two 90-minute deep dives to define custom Program Buckets, Geographic filters, or departmental metrics that align 1:1 with your organization's unique requirements.
-
Bespoke Dashboard Enhancements: We modify the internal logic of your Tracker to build specialized visualizations specific to your needs—whether it’s tracking "Funding by Strategic Pillar," multi-year capital campaigns, or complex indirect cost recovery.
-
Staff Training: A 60-minute hands-on training for your Development and Finance teams to ensure seamless adoption, data integrity, and high-level internal alignment.
Bridging the Gap: Setup & Strategy Upgrades
We offer two pathways to help you bridge the gap between your history and your future:
-
The Professional Setup (+ $1,200): Let us handle the data archaeology. We will manually migrate your historical records into your new custom environment so you start with a clean, populated system.
-
The Full-Service Build (+ $1,800): Our most comprehensive package. Includes the Professional Setup plus a 90-minute Strategy Session to develop your customized 12-Month Strategic Roadmap.
Bespoke Architecture Engagements start at $4,800. (Subject to Customization Limits).