Centralized Back Office for Fundraising Services Company
The Client Need
A U.S.-based fundraising solutions provider needed to centralize and streamline its back-office operations, including data entry, vendor management, and order processing, across multiple recently acquired business units.
Our Approach
We deployed a 24/6 back-office team of 25+ skilled professionals covering estimating, logistics, billing, donor response, MIS, and production data entry. We also implemented automation macros and Power BI dashboards for operational visibility.
The Process
- Standardized workflows through value stream mapping
- Macros used for repetitive task automation
- Reports and dashboards shared with key stakeholders
The Outcome
- Support for 20+ departments across 4 countries
- Reduced processing time by 30%+
- Client teams reallocated to sales and strategy roles
Business Impact
- Client teams reallocated to sales and strategy roles
- Improved margin through cost reduction
- Created a scalable operations model ready for future acquisitions