Introducing Advisory Services

As part of Provisio’s commitment to providing our clients with the very best service possible, we are adding an invaluable layer onto our nonprofit and public sector community offerings. Since 2017, we have implemented cutting-edge, customized Salesforce technology solutions for over 200 clients in health and human services. We pride ourselves in staying ahead of the curve as policies and legislation change, leveraging opportunities for our social sector clients. Just as nonprofits provide holistic care for their constituents, we now advance wraparound services to our nonprofit and public sector partners. By adding our new Advisory Services line, we are deepening the technology work Provisio has uniquely tailored to meet nonprofits’ most urgent needs. 

Through Advisory Services, our goal is to strengthen nonprofits and funders’ ability to successfully achieve their missions by enhancing strategic clarity and technological optimization. More than simply the sum of two parts, Provisio’s tech + Advisory Services offerings amplify our holistic potential to positively impact the social sector. And while our database/CRM builds catalyze effectiveness so organizations can deliver their programs more efficiently and offer higher quality services to their stakeholders, our Advisory Services supports ensure organizations know what and why they’re collecting the data and how it can directly contribute to achieving their desired goals.  

Just what is Advisory Services?

Advisory Services delivers strategic direction setting and organizational strengthening –  with or without technology solutions – enabling you to more powerfully achieve your mission.

Advisory Services can help you:

  • Position your organization to maximize funding
  • Work most effectively in relationship with in-sector and cross-sector ecosystem allies
  • Amplify the impact of your programs and services

Nonprofits and public sector agencies have rarely had access to strategic Advisory Services paired with a top notch technical team who activate digital transformations to ensure organizational strengthening is truly sustainable… that is, until now. 

How does this new offering work?

We listen closely to understand our nonprofit and public sector partners’ “pain points” to meet you where you are.  Our team customizes the type and amount of support required and marries our deliverables to address your most immediate needs.  Regardless of whether this means ensuring your new database/CRM successfully demonstrates your impact and/or connects organizational processes or departments or, after preparing you to make organizational decisions to maximize your impact and achieve your strategic goals, we build in technological solutions to sustainably implement your practices. The combination of these complementary service offerings exponentially strengthens nonprofit capacity.  

“There is a beautifully synergistic relationship between technology and Advisory Services. Advisory Services is not just another shiny tool in Provisio’s toolbox. We’re actually building a whole new toolbox.”

Julie Simpson, Chief Advisory Services Officer at Provisio

How do I know if Advisory Services is for me?  

  • If your organization is at an inflection point, and your leadership is struggling to make decisions about your future direction.
  • You are seeking increased financial sustainability and must diversify your revenue streams, and/or you know there are untapped funds out there that continue to escape your grasp.
  • Your programs have mushroomed, yet the infrastructure and staffing you require to maintain the highest quality service delivery is nowhere to be found.
  • You know you can only solve your community’s most complex issues by working collectively with others, but this has proven harder than you anticipated.

Provisio’s Advisory Services can help.

And if we’re collaborating with you to digitally transform your organization to demonstrate your programmatic goal accomplishment and mission achievement, or streamline the ways you deliver your services, Advisory Services can ensure your agency has a clear understanding of WHY you are building your technological solution, WHAT you are building it for, and.which data must be gathered. We help you decipher the critical questions your data must answer and determine the most effective ways to collect and learn from this information. 

If any of the above scenarios resonate, your organization will benefit from this new powerful combination of services. 

“We want to ensure what you’re building is actually going to deliver the outcomes you want, and you have what you need to know to make data-informed decisions. That’s the whole point of building a database in the first place. What do you need to learn to do your work better? This is why we offer Advisory Services, and this is why we build technical solutions. Putting those together? That’s where the magic happens.”

Julie Simpson, Chief Advisory Officer at Provisio

Want to have a conversation with our Advisory Services team? Reach out to us here!

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