Case Study: Non-profit Technology Woes

Over the years, our customer had tried a number of ways to manage their technology needs. From internal staff to contract IT support individuals, they were able to get only their basic needs met at varying levels.

Small problems, however, seemed to always fall through the cracks. Over time, it was understood that some issues were not going to be solved – they were left as “this is just the way it is” and staff members resigned to work around the problems on their own.

After meeting with the department heads to gain an understanding of the challenges they faced, Rook Advisors was able to develop a plan that included a quick a seamless IT support turnover, timely resolution to the “small” problems that had been piling up, and an ongoing proactive support regimen.

While resolving the lingering technology problems was one of the initial goals, delivering a support transition that had a non-negative impact on staff productivity was the number one priority. Rook Advisors team members understood the business needs and the key personnel, so they were able to use this knowledge to prioritize tasks and respond to issues appropriately.