System Assessments

The Right Technologies Provide a Solid Foundation for Growth

Work environments that are geographically dispersed, virtual, or hybrid require efficient, cloud-based technologies to streamline their operations. Making the right technology selection is essential, but many organizations find they need extra bandwidth to get the job done.

You can benefit from the experience of GRF’s advisory team. We work with organizations large and small to conduct assessments on a broad range of operational, financial, and accounting systems. We can help you navigate your digital transformation, so you can stay focused on your mission and goals.

person handing paperwork over to another person

A strategic financial and digital optimization assessment will help:

  • Drive efficiency by replacing legacy systems, increasing opportunities for automation, improving data analytic capabilities, and increasing your organization’s ability to identify opportunities for growth.
  • Improve decision-making through real-time data transfer between systems, key performance indicator tracking, improved financial planning and analysis, and alignment of strategy, goals, and technology.
  • Foster agile and collaborative work environments supported by digital tools such as project management software, communication platforms, and virtual collaboration tools, businesses can increase agility, innovation, and employee satisfaction.

Our Process

Capability Mapping Exercises

We’ll speak with all relevant stakeholders to uncover key business functions, documenting both current requirements and long-term objectives. This helps us identify vendors whose offerings match your capability needs.

Define Current and Future State

By conducting interviews and performing analysis, we’ll capture your existing setup and define the ideal future state—focusing on improvements to systems, integration, and data flow.

Research User Reviews

We’ll handle the vendor review process—looking into functionality, stability, user satisfaction, common pain points, and success stories—to provide a clear picture of each option.

Meet and Evaluate Vendors

We’ll arrange initial meetings and demos, verifying directly with vendors whether their solutions can be customized to meet your identified priorities and business requirements.

Conduct Scoping Calls

With a refined vendor list, we’ll dive deeper—discussing feature sets, integration paths, and any potential implementation risks or limitations.

Obtain Pricing Quotes

We’ll collect detailed vendor quotes, clearly breaking down all costs to ensure full transparency and help avoid unexpected fees later in the process.

The GRF Advantage

Objective Analysis

Receive an unbiased evaluation of viable solutions, ensuring decisions are based on needs rather than vendor influence.

Time and Resource Savings

A streamlined selection process saves significant time and resources that would have been spent navigating the complex system selection process on your own.

Customization Alignment

You have assurance that the chosen solution will align with your workflows and processes, maximizing effectiveness.

Risk Mitigation

Having risk management experts conduct an assessment helps to identify potential risks early, enabling you to make informed decisions and proactively mitigate challenges.

How One GRF Client Successfully Conducted a System Assessment

What Clients Say

Let me say you and the team were so wonderful leading us through this process. I am grateful to each of you for your valuable contributions and know we reached the right decision on the Foundation’s new grants management system because of the GRF team.
Eric James, Chief Finance and Administrative Officer
NEA Foundation
Mac Lillard Senior Manager, Risk & Advisory Services

Let’s Talk

Let us know where you need help, or contact us below.

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