How Advisors Should Systemize Work to Save Time

How Advisors Should Systemize Work to Save Time

I've seen philanthropy advisors spend 20+ hours mapping a funding landscape... then do it all again next quarter for a different cause.

At advisory firms of every size (from large philanthropic consultancies to boutique shops) advisors rebuild the same funding landscape over and over again. Just with a different cause attached:

Education in Boston.
Wildlife conservation in Montana.
Arts in New York.

Every engagement starts with the same three questions: 

Who’s already funding this space?
Who else is active?
Where are the gaps?

But because each cause feels unique, the process gets treated like it is too. So advisors spend hours recreating research that could have been systematized.

The cause changes, but the workflow doesn’t. 

Once you see that, the job becomes repeatable. Impala gives philanthropy advisors the data infrastructure to run that repeatable workflow, without rebuilding the map every time.