The Harwood Institute — Bethesda, MD

The Harwood Institute recognized they needed a better way to work together if they were going to create community change at a scale we all need. That's why they asked us to evolve the way they do business.

50%

Overhead Reduction

25+

Custom trainings

0%

Systems downtime

Goals

Modernize all business operations with new tools and workflows.

Increase transparency across teams and departments.

Train and support all teammates, coaches, and contractors to ensure success.

SolutionS

Launch Slack, Asana, and Google Apps to improve collaboration, transparency, and management, with no downtime.

Simplify expense tracking and streamlined reporting with Expensify, Quickbooks Online, and Zapier.

Replace Salesforce, ConstantContact, and Pardot with InfusionSoft, Eventbrite, and Zapier to integrate marketing, lead generation, and sales.

Training and detailed documentation for the complete handoff of all systems

Created a technology reinvestment plan for future hardware needs.

Redesigned and updated the Institute’s Partner Guidebook.

Results

The Harwood Institute's new fully cloud-based operations ecosystem reduced tech spending by more than 50% and increased productivity.

Our systems implementation and process training — with careful attention to culture-change — significantly improved internal communication and collaboration, cutting across departmental silos.

Automation of low-value work reduced administrative bourdon.

Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️

Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!