Planning, Strategy, and Collaboration Through Tech Alignment

Challenge

Allegiance Group, a U.S. nonprofit marketing and fundraising solutions provider, faced coordination difficulties following a merger of three agencies. The organizations needed unified software systems to improve collaboration across teams while optimizing their existing technology stack.

Solution

Big Bang implemented a strategic software integration combining Salesforce and Kantata (formerly Mavenlink). The engagement began with process optimization before integration, followed by ongoing technical support tailored to Allegiance’s technical expertise level.

Key Benefits

Time Tracking & Billing: Professionals log work directly against projects, enabling accounting teams to maintain consistent billing and invoicing processes.

Forecasting Efficiency: The consolidated platform provides cleaner, streamlined forecasting capabilities for the entire organization.

Profitability Insights: Projects structured as campaigns within the system allow leadership to assess profitability in a centralized location.

Engagement Approach

Big Bang adapted its methodology to Allegiance’s existing technical knowledge. Rather than standard implementation, the team employed a “train the trainer” model, enabling Allegiance’s internal experts to become product champions. As Jeff Herron, Executive VP of Client Relations, noted: “Being technical ourselves, we could jump right away to the technical issues…Big Bang was flexible enough to adjust their approach.”

Ongoing Partnership

Beyond initial deployment, Big Bang provides continuous support to both Allegiance and one of their Salesforce clients, extending the relationship to address advanced technical requirements as needs evolve.