This session is designed specifically for Advancement Services professionals involved in technology decisions that support fundraising and alumni engagement. If you’re evaluating a new CRM, considering artificial intelligence, modernizing data infrastructure, or trying to improve reporting and analytics, this session will help you step back and build a clear, defensible plan before committing resources.

We’ll walk through a case study and examples with our presenting partner, Adriana Bitoun, and we will demonstrate practical, step-by-step framework for creating a technology roadmap that aligns fundraising strategy, operational reality, and institutional priorities. You’ll learn how to define the outcomes that matter most to advancement teams—such as revenue, donor retention, campaign performance, and staff efficiency—and use those outcomes to guide technology choices and sequencing.

For those early in the process, this seminar also provides the foundation for a strong business case. You’ll learn how to frame technology investments in terms that leadership understands, using metrics grounded in your own advancement operation rather than generic benchmarks or vendor promises.

By the end of the session, you will be able to:
▪️Define the steps for creating a roadmap that will guide your journey from where you are now to where you want to go
▪️Estimate the benefits and costs of your journey
▪️Have the foundation for a business case you can take to leadership

Stick around for the interactive Q & A portion, and be prepared to download takeaway templates to get you started on your journey.