Case Study | MM Consulting

Leading StopGap Through Digital Transformation:
a case study

StopGap Foundation aims to create a world where every person can access every space. A world free of barriers would help give everyone the opportunity to live a life full of independence, spontaneity, and ultimate fulfillment.

Learn more about StopGap

Project goals

StopGap runs a successful program that makes buildings accessible with custom ramps. The program was doing really well but managing the program was becoming time consuming and it meant the organization wasn't able to steward donors and program participants in the way they'd like.

The goal of the project was to implement a CRM that would allow them to better understand how people engage with the organization so they could communicate with their stakeholders better. They also wanted to get a better handle on their data and spend less time on building reports for their funders.

Basically, the goal was to make the day-to-day simpler so they could spend more time getting more ramps out into the world and growing their donor base.

The "Before"

StopGap was like so many small but mighty organizations, relying on a series of disconnected spreadsheets to manage organizational data, which made reporting and list-building a headache.

StopGap was using digital tools that weren't "speaking to each other", resulting in a lot of manual data entry and taking time away from doing the work they want to do: making towns and cities accessible to everyone.

Exceptional donor stewardship is important to StopGap but their systems were preventing them from acknowledging donors as quickly as they would like.

The "After"

Workflows and automations connect StopGap's digital tools so they all "speak to each other"
All organizational data is harmonized within a robust CRM.
Time spent on manual admin work drastically reduced
Reports are easy to generate and share with whoever needs them.
StopGap's trust in their data's integrity is increased.
Segments and lists are easy to create and manage for better, more targeted communications.
Communication with clients, volunteers, and donors is more efficient, easier to track and more personalized for improved customer service.
StopGap's is better able to track all historical data related to stakeholders and supporters.
Managing and tracking information related to prospecting, fundraising and stewardship is simpler.

Software implemented:

CRM
Donation Processor
Form tool
E-Signature tool
Integration-as-a-service tool

Hear what StopGap had to say....

"Our CRM needs were complex and required integration between our fundraising, online payment, bookkeeping, and communications platforms. Margo’s excellent project management skills, technological expertise, and passion for making this world a better place combined to get the job done. Margo helped us raise our operational bar to heights we had only dreamed of, goodbye spreadsheets! Not only did Margo meet our CRM build needs but she insured that we were set up with the support that we need to guide our learning and get familiarized with the new complex system"

-Luke Anderson, Executive Director

"The StopGap team can't thank Margo enough for her support and dedication in helping us implement a CRM system. She took great care in ensuring we understood new processes and systems, helped us organize our all-over-the-place data, and was always available to answer questions along the way. Margo went above and beyond my expectations for a CRM consultant and I would recommend her without any hesitation."

-Velanie George, Engagement Coordinator