Advisory Services
Guiding technology and impact strategies for mission-driven organizations
For over fifteen years, we’ve provided strategic guidance to NGOs, funders, multilaterals, and social sector organizations in their digital transformation journeys. Our Advisory Services help organizations navigate technology and growth confidently.
We help organizations design and implement strategies that further their objectives and promote social change. We provide Technology, Impact Measurement, Business Intelligence, and AI Strategy Advisory Services, enabling social impact organizations to measure, understand, and communicate their social and environmental impact, navigate today’s complex technology landscape, and leverage innovations for valuable insights and effective stakeholder communication.
What are our Advisory Services?
Rooted in our mission to amplify the impact of the social sector, our Advisory Services draw on the experience of 1,650+ projects over fifteen years. These services are designed to meet the evolving needs of our clients at various stages of their growth journeys.
Technology Advisory
Our seasoned technology professionals collaborate with you to strategically roadmap your technology landscape, fostering digital maturity and propelling transformation.
Our Technology Advisory Services include:
- Technology Strategy Development: Helping your organization align its tech investments with its mission
- Tool Selection and Evaluation: Advising on the best tools and platforms based on your organization’s size, needs, and budget
- Digital Transformation Planning: Guiding organizations through modernization and change — moving from outdated systems to scalable cloud-based solutions that increase efficiency and collaboration
- Data Strategy and Infrastructure: Recommending secure, effective ways to collect, store, and use data for decision-making and impact measurement
- Process Definition & Improvement: Identifying ways to streamline workflows, automate repetitive tasks, and free up staff time for mission-critical work
Technology Advisory
Our seasoned technology professionals collaborate with you to strategically roadmap your technology landscape, fostering digital maturity and propelling transformation.
Our Technology Advisory Services include:
- Technology Strategy Development: Helping your organization align its tech investments with its mission
- Tool Selection and Evaluation: Advising on the best tools and platforms based on your organization’s size, needs, and budget
- Digital Transformation Planning: Guiding organizations through modernization and change — moving from outdated systems to scalable cloud-based solutions that increase efficiency and collaboration
- Data Strategy and Infrastructure: Recommending secure, effective ways to collect, store, and use data for decision-making and impact measurement
- Process Definition & Improvement: Identifying ways to streamline workflows, automate repetitive tasks, and free up staff time for mission-critical work
Impact Measurement Advisory
Our Impact Measurement Advisory Services help you measure, understand, and communicate the social and environmental impact of your work.
Our Impact Measurement Advisory Services include:
- Framework and Strategy Design: Helping set up a theory of change, logic model, or impact framework that ties activities to outcomes
- Defining Metrics and KPIs: Identifying the right indicators to track.
- Data Collection Methods: Designing surveys, interviews, and/or methods using technology to gather reliable impact data
- Data Management Recommendations: Recommending technologies to operationalize impact frameworks
- Data Analysis and Reporting: Interpreting results and creating reports for funders, stakeholders, or the public
- Continuous Improvement: Advising on how to use impact data to refine programs and increase effectiveness over time
Impact Measurement Advisory
Our Impact Measurement Advisory Services help you measure, understand, and communicate the social and environmental impact of your work.
Our Impact Measurement Advisory Services include:
- Framework and Strategy Design: Helping set up a theory of change, logic model, or impact framework that ties activities to outcomes
- Defining Metrics and KPIs: Identifying the right indicators to track.
- Data Collection Methods: Designing surveys, interviews, and/or methods using technology to gather reliable impact data
- Data Management Recommendations: Recommending technologies to operationalize impact frameworks
- Data Analysis and Reporting: Interpreting results and creating reports for funders, stakeholders, or the public
- Continuous Improvement: Advising on how to use impact data to refine programs and increase effectiveness over time
Business Intelligence (BI) and Data Solution Advisory
Our BI and Data Solution Advisory Services help mission-driven organizations turn their data pipelines into powerful insights, so they can prove their impact, improve their programs, and make smarter decisions — all with right-sized tools and practices for their stage of growth.
Our BI and Data Solution Advisory Services include:
- Business Intelligence Roadmap: Advising on how to use BI tools (like Tableau, Power BI, Looker) to analyze, visualize, and share insights
- System Selection and Architecture Design: Recommending tools and structures for data governance and data management to ensure quality, security, and compliance
- Data Literacy and Capacity Building: Training leadership and staff on data interpretation and use for storytelling, decision-making, and continuous improvement
- Change Management and Adoption Planning: Helping design rollout plans, user support strategies, and feedback loops
Business Intelligence (BI) and Data Solution Advisory
Our BI and Data Solution Advisory Services help mission-driven organizations turn their data pipelines into powerful insights, so they can prove their impact, improve their programs, and make smarter decisions — all with right-sized tools and practices for their stage of growth.
Our BI and Data Solution Advisory Services include:
- Business Intelligence Roadmap: Advising on how to use BI tools (like Tableau, Power BI, Looker) to analyze, visualize, and share insights
- System Selection and Architecture Design: Recommending tools and structures for data governance and data management to ensure quality, security, and compliance
- Data Literacy and Capacity Building: Training leadership and staff on data interpretation and use for storytelling, decision-making, and continuous improvement
- Change Management and Adoption Planning: Helping design rollout plans, user support strategies, and feedback loops
AI Strategy Advisory
Our AI Strategy Advisory Services help organizations use AI strategically and responsibly to streamline their work and strengthen their impact. Our services are rooted in Vera’s experience designing and building internal AI tools and models to save our staff time and amplify our impact.
Our AI Strategy Advisory Services include:
- Opportunity / Use Case Identification: Assessing and prioritizing areas where AI can add value, such as improving operations, predicting outcomes, optimizing fundraising, or automating repetitive tasks
- Ethical and Responsible AI Guidance: Ensuring AI solutions align with organizational values, promote equity, avoid bias, and protect sensitive data
- Roadmap Development: Creating a practical, phased plan to test, pilot, and scale AI technologies in ways that fit the organization’s capacity and strategic goals
- Data Readiness Assessment: Evaluating whether and where the organization has the datasets and data practices needed to power AI projects — and helping build the necessary infrastructure to fill any gaps
AI Strategy Advisory
Our AI Strategy Advisory Services help organizations use AI strategically and responsibly to streamline their work and strengthen their impact. Our services are rooted in Vera’s experience designing and building internal AI tools and models to save our staff time and amplify our impact.
Our AI Strategy Advisory Services include:
- Opportunity / Use Case Identification: Assessing and prioritizing areas where AI can add value, such as improving operations, predicting outcomes, optimizing fundraising, or automating repetitive tasks
- Ethical and Responsible AI Guidance: Ensuring AI solutions align with organizational values, promote equity, avoid bias, and protect sensitive data
- Roadmap Development: Creating a practical, phased plan to test, pilot, and scale AI technologies in ways that fit the organization’s capacity and strategic goals
- Data Readiness Assessment: Evaluating whether and where the organization has the datasets and data practices needed to power AI projects — and helping build the necessary infrastructure to fill any gaps
Skill
A global team of highly skilled Salesforce consultants with 460+ active certifications and counting.
Experience
Experience successfully delivering over 1,650+ projects in the social sector.
Customers
Over 430+ customers globally in North America, South America, Europe, Africa, and Asia.
Global team
Consultants across five continents, covering more than 23 languages.
About Vera
At Vera Solutions, we believe in the power of data to transform the social sector. Since 2010, we’ve been on a mission to amplify the impact of social sector organizations worldwide by delivering cutting-edge technology solutions. From strategic planning and program management to fundraising, grant management, impact measurement, AI, and business intelligence, our solutions empower organizations to make informed, data-driven decisions, streamline operations, and maximize their impact to create lasting change.
As a certified B Corporation® and global social enterprise, we are committed to sustainability, transparency, and accountability in all that we do. Our team spans five continents, speaks 23 languages, and brings a unique blend of technical expertise and social sector experience to every project we deliver and every solution we design.
What makes us unique is not only our flagship product, Amp Impact, but also the passion and commitment of our team. Driven first and foremost to save organizations time, money, and headaches, we work closely with our clients to provide tailored solutions that help them achieve their goals, whether by improving grantmaking processes, managing programs and projects more effectively, or enhancing their impact measurement.
At Vera Solutions, we’re not just building systems; we’re building partnerships that drive progress. Together with our clients, we’re turning challenges into opportunities and creating a world where social change is powered by data.
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FAQs
What are the benefits of Vera’s Advisory Services?
We’ve grown alongside the social sector. Over the past fifteen years, we’ve partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization’s unique challenges, and adapting our services as their needs evolve.
How are Vera’s Advisory Services delivered?
Our team of experts is dedicated to serving the social sector and is passionate about providing solutions that work. With a combined experience of over 15 years working exclusively with social-impact organizations and language capabilities in more than 23 languages, our team spans five continents.
How much does it cost?
Our pricing reflects several key variables: solution complexity and scope, organizational capacity and maturity, and client location. We consistently strive to provide value within budgetary parameters. Please contact us for a detailed assessment.
