How We help Nonprofits Grow: The AlphaSys Game Plan in 4 Steps  

Whether you’re running a large national program or a small community service, these four steps form the foundation of how we support long-term impact. 

At AlphaSys, we believe technology should support your mission, not get in the way. But many Nonprofits are held back by outdated systems, scattered data, and limited support. 

That’s why we developed the AlphaSys Gameplan – a clear, step-by-step approach to building systems that help organisations grow in a sustainable and manageable way. 

This gameplan is a broad view of our initial approach. In practice, every solution we deliver is shaped to fit each organisation’s unique goals, context, and community. 

Why this matters 

Technology can help teams achieve impact, but only when it’s aligned with purpose. 

According to Infoxchange’s 2024 Digital Technology in the Not-for-Profit Sector report, only 23% of organisations say their data helps them measure impact in a meaningful way. Without that insight, it becomes harder to plan, report, and make informed decisions. 

Our approach tackles this challenge head-on. We empower teams to go from reacting to problems to planning and executing with confidence. 

Step 1: Understanding with empathy 

We start by listening to your story to see the full picture.  

This step is not just a tech audit. It’s about getting a good grasp of your mission, your team, the challenges you face, and what success looks like for you and the communities you serve. 

Questions we explore include: 

• What does growth look like for you? 

• Where are your current processes falling short? 

• What stories do you want your data to tell? 

This helps us identify not just what to fix, but what to build, so your technology supports your strategy, not the other way around. 

Step 2: Defining success together 

Next, we move into co-design. 

We bring key stakeholders and end users from the start, so the system we build with Salesforce reflects real needs and fits everyday workflows. 

This lays the groundwork for us to build solutions with Salesforce that are not just technically sound, but also user-friendly, future-ready, and grounded in your day-to-day reality. 

We map stakeholder journeys, prototype user flows, and test with your team. A system only works if your team finds it useful and easy to use. 

And because change is never just about technology, we also start preparing your people for what’s ahead. That way, when the new system arrives, your team is already engaged, supported, and ready to make the most of it. 

Step 3: Guiding your team through change 

Technology projects succeed or fail based on people, not just systems. This step is about preparing your team for what lies ahead, giving them clarity, confidence, and ownership of the change. 

We focus on change management as much as delivery: 

• Setting clear expectations for timelines, roles, and responsibilities 

• Building buy-in from leadership and frontline staff 

• Identifying champions within your organisation who can guide others through the transition 

• Communicating the “why” behind the changes so everyone understands the purpose and impact 

• We also look at training needs, communication rhythms, and practical ways to minimise disruption to your daily work. 

It is not about overwhelming your team with detail. It is about making sure people feel equipped, supported, and ready to embrace new ways of working. 

When people are prepared, the technology becomes easier to adopt, and the change feels less like a hurdle and more like a natural step forward. 

Step 4: Actively serving clients 

Our support doesn’t end when  the system goes live. 

We stay actively involved, providing ongoing support that adapts as your organisation changes. 

We help teams review progress, adjust strategies, and keep your systems aligned with your mission as it evolves. We help govern your solutions, making sure they remain aligned with your goals and compliance needs. 

Nonprofit work rarely stays the same for long. Funding cycles shift, programs evolve, community needs change. Your technology must adapt alongside these dynamics – not just sit on the sidelines. 

• Monthly conversations are where the detail lives. We meet to plan upcoming work, review progress, and quickly solve any issues. This rhythm keeps your systems nimble and responsive.  

It’s about maintaining momentum without overloading your team, catching problems before they grow, and making sure your tech remains a practical tool, not a burden. 

• Quarterly conversations allow us to step back to assess bigger questions. Are your organisation’s priorities still on track? Have your guiding principles or strategic focus shifted? This is the moment to check if the system you have supports your current reality or if adjustments are needed.  

It’s not just a status update but a chance to pause and ensure technology continues to reflect your evolving mission and impact goals. If misalignments emerge, we revisit success definitions together, realigning technology to what matters most now. 

• Yearly conversations dig even deeper. We explore whether your organisation’s core fundamentals have changed. Examples of these would be leadership shifts, new service models, compliance requirements, or community expectations.  

It’s a full reset point to confirm we still understand your mission, challenges, and how your systems can best support you. If fundamentals shift, we return to listening with empathy, rebuilding the foundation for your technology strategy. 

Together, these conversations create a living, adaptive partnership. They ensure your technology investment isn’t a one-off project but an ongoing asset that grows with you over time, through every program change, funding shift, or growth spurt. 

Why Salesforce? 

For many non-profits, choosing a technology platform is about more than just IT – it’s about finding tools that help them work smarter and stay focused on their mission. 

Salesforce is widely used across the non-profit sector, both globally and here in Australia. Well-known organisations like Anglicare Sydney, The Smith Family, and Beyond Blue use it to manage their programs, track data, and stay connected with the people they support. 

Based on what we’ve seen across the sector, we believe Salesforce could be a strong fit for your organisation too – especially if you’re looking for a flexible, future-ready solution. 

Here’s why: 

Flexible and scalable 
Salesforce works for organisations of all sizes. Whether you’re a small team or a large provider, you can start with what you need and add more as you grow. 

Designed to support outcomes 
Salesforce offers tools for case management, program tracking, volunteer coordination, fundraising, and more. It helps teams stay focused on delivering impact, not just managing systems. 

Reliable data in one place 
With Salesforce, your data is centralised. That makes it easier to track what’s happening across services, make informed decisions, and report on your work with confidence. 

A strong community 
Salesforce has a well-established presence in Australia. There’s a local support network, active partners, and a global nonprofit community sharing tools, ideas, and lessons. 

Constant improvement 
Salesforce is more than just a CRM. It’s a platform that continues to evolve, with built-in AI, automation, and integration options to help you work more efficiently. 

With AlphaSys as your implementation partner, you don’t need to figure it all out on your own. We help you make the most of it, every step of the way. 

The AlphaSys difference 

We are not just a tech partner. We are mission-aligned collaborators. 

We work with purpose-driven sectors and understand the practical realities of nonprofit work – limited time, changing requirements, and complex reporting needs. 

We’re not just here to deliver a one-off project. We’re here to help you build something that works now and keeps working later.