Case Study: non-profit organization aimed to prepare for the future

A non-profit organization aimed to prepare for the future and embarked on a comprehensive internal evaluation across all aspects of its operations. The primary objective of this program was to optimize their processes and systems, freeing up their workforce to focus on delivering their mission, which significantly impacts the lives of over 2.6 million Canadians annually.

To initiate this digital transformation, the organization focused on an inside-out approach, beginning with a thorough review of various key areas. These areas included CRM (Customer Relationship Management), people management, learning management, a digital experience platform, a data warehouse, and systems integration. The aim was to ensure that these systems were optimized to work together seamlessly and efficiently and allow their team to be efficient with day-to-day tasks. Additionally, special attention was given to how these systems would integrate with a Content Management System (CMS) for a cohesive and unified organizational structure.

By addressing these internal aspects and streamlining its operations, the organization sought to enhance its ability to achieve its mission and positively impact the lives of millions of Canadians.


With the following steps, the organization successfully navigated its digital transformation, enabling the delivery of mission-critical services through new digital solutions while improving accessibility and user experiences.

Define Vision and Objectives

  • Clearly articulate the vision for the digital transformation program, outlining the desired outcomes and benefits.
  • Set specific, measurable, achievable, relevant, and time-bound (SMART) objectives that align with the organization’s mission and strategic goals.

 Conduct a Comprehensive Assessment

  • Conduct a thorough assessment of the organization’s current digital capabilities, including existing technologies, processes, and systems.
  • Engage with key stakeholders, including department heads, employees, customers, and partners, to gather feedback on pain points and improvement opportunities.

Identify Key Stakeholders and Form a Team

  • Identify and engage key stakeholders from various departments and levels within the organization to form a dedicated transformation team.
  • Ensure representation from IT, marketing, operations, customer support, and other relevant areas to foster collaboration and diverse perspectives.

 Set the Scope and Prioritize Initiatives

  • Define the scope of the digital transformation program, outlining the specific areas and processes to be addressed.
  • Prioritize initiatives based on their impact, feasibility, and alignment with strategic objectives.

Develop a 2-Year Timeline

  • Create a detailed 2-year timeline that outlines the different phases and milestones of the digital transformation journey.
  • Allocate time and resources for each phase, considering dependencies and potential risks.

Engage Stakeholders for Input

  • Collaborate with key stakeholders to identify extensibility content and potential expansion opportunities within the organization.
  • Gather input from users and customers to understand their pain points and expectations regarding user experience and personalization.

Enhance User Experience and Personalization

  • Conduct user experience (UX) research and usability testing to identify areas for improvement.
  • Implement iterative design processes to continuously enhance user interfaces and interactions.
  • Develop personalization strategies based on user data and behavior to deliver customized experiences.

Improve Communication and Accessibility

  • Identify communication gaps and channels that need improvement to enhance engagement with stakeholders.
  • Implement new communication tools, such as chatbots, social media integrations, or self-service portals, to enhance accessibility and support.

Implement Agile Methodology

  • Adopt an Agile development approach to foster flexibility, adaptability, and iterative progress.
  • Hold regular stand-up meetings, sprint reviews, and retrospectives to ensure continuous improvement.

Measure and Monitor Progress

  • Establish key performance indicators (KPIs) to measure the success of each phase and the overall program.
  • Use analytics and data-driven insights to monitor progress and make data-backed decisions.

Training and Change Management

  • Provide comprehensive training to employees and stakeholders on new digital solutions and processes.
  • Implement change management strategies to address resistance to change and ensure smooth adoption of new technologies.

 Review and Adjust

  • Regularly review the program’s progress and achievements with the transformation team and key stakeholders.
  • Adjust the plan based on feedback, lessons learned, and changing organizational needs.

Remain Competitive

Increased Efficiency and Productivity

Improved Your Customer Experience

Work with us today to be ready for tomorrow.