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20NTC Session Proposal

Relationship Advice: How to get more from your technology partner


Technology consultants abound with great sales pitches and flashy websites. But, what happens after the contract is signed? Find out how to vet potential partners and get the most out of your relationship before and after the ink has dried.

A nonprofit and its technology partner share lessons learned from transitioning away from in-house software management. Find out how to avoid surprises, control your budget, ask hard (and potentially awkward) questions, and hold yourself and others accountable.

Expect more and get more from your technology to achieve your mission and demonstrate to your donors you mean what you say. 

Lessons are not specific to any one type of software or tool. 

Learning Outcomes

  • How to vet potential technology partners
  • How to hold yourself and your technology partner accountable
  • How to manage expectations and make sure everyone's on the same page

Target Audience

IT decision makers, marketing and communications staff, CRM staff


Case StudyChange ManagementProject ManagementStrategy