{"id":20517,"date":"2025-10-29T16:24:28","date_gmt":"2025-10-29T16:24:28","guid":{"rendered":"https:\/\/teamheller.com\/?p=20517"},"modified":"2025-11-26T19:11:01","modified_gmt":"2025-11-26T19:11:01","slug":"healthcare-merger-technology","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/healthcare-merger-technology","title":{"rendered":"What to do with your tech if your hospital foundation is merging"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20517\" class=\"elementor elementor-20517\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b625f5c e-flex e-con-boxed e-con e-parent\" data-id=\"2b625f5c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70f7a255 elementor-widget elementor-widget-text-editor\" data-id=\"70f7a255\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Healthcare mergers and acquisitions are <a href=\"https:\/\/www.kaufmanhall.com\/insights\/research-report\/ma-quarterly-activity-report-q3-2025\">accelerating<\/a>. While clinical teams focus on integrating patient care and operations, philanthropic teams often find themselves scrambling to align their technology. If your hospital foundation is facing a merger, here\u2019s how to approach your tech stack strategically.<\/p><h2>Start with strategy, not systems<\/h2><p>Before diving into CRM demos or data migrations, clarify the role technology plays in your advancement office. Ask yourself:<\/p><ul><li>What are our <strong>philanthropic priorities<\/strong>\u2014system-wide and site-specific?<\/li><li>How will technology help us steward donors and fundraisers better?<\/li><\/ul><p>This step ensures that every tech decision supports your mission rather than becoming a costly distraction. Aligning your team on vision can help define the \u201cwhy\u201d behind any system change.<\/p><h2>Audit your current technology state<\/h2><p>Begin with a comprehensive inventory:<\/p><ul><li><strong>CRMs and donor databases<\/strong>: How many systems are in use? What data do they hold?<\/li><li><strong>Marketing stack<\/strong>: Email platforms, automation tools, and analytics.<\/li><li><strong>Data warehouses and integrations<\/strong>: Where does donor and patient data live, and how is it accessed?<\/li><\/ul><p>Also, map out:<\/p><ul><li>Ownership of prospect and patient records\u2014who controls access and permissions?<\/li><li>Compliance requirements like HIPAA and donor privacy.<\/li><li>Existing shared services in finance, IT, and marketing that could support integration.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2147422 e-con-full e-flex e-con e-child\" data-id=\"2147422\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ad45f2f elementor-widget-tablet__width-inherit elementor-widget elementor-widget-testimonial\" data-id=\"ad45f2f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"testimonial.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-wrapper\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-content\"><h2>How we united eight health systems in one CRM<\/h2>\nHealthPartners operates eight hospital foundations\u2014and previously, each had its own CRM. This siloed approach caused inefficiencies and duplicate fundraising efforts.\n<\/br><\/br>\nHeller Consulting worked with each foundation to assess systems, prioritize requirements, and create a shared technology vision. The result was a clear roadmap of CRM options that met the organization\u2019s needs for collaboration and donor stewardship while preserving each foundation\u2019s local identity.\n<\/br><\/br>\n<a href=\"\/resources\/case-studies\/healthpartners\">Read the HealthPartners case study.<\/a>\n<\/br><\/br>\n<h4>\u201cPrioritization is key because there might be some features that users want today but it\u2019s not shared across the eight foundations. It might be a high priority for one but not the other. As we are trying to build a system that works for all of us, we have to prioritize. Heller took the time to meet with each foundation individually.\u201d<\/h4><\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-testimonial-meta elementor-has-image elementor-testimonial-image-position-aside\">\n\t\t\t\t<div class=\"elementor-testimonial-meta-inner\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-image\">\n\t\t\t\t\t\t\t<a href=\"\/resources\/case-studies\/healthpartners\"><img fetchpriority=\"high\" decoding=\"async\" width=\"400\" height=\"400\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Pahoua-Yang-Hoffman-HealthPartners-from-LinkedIn.jpg?strip=all\" class=\"attachment-full size-full wp-image-20528\" alt=\"A woman with long black hair, wearing a white button-up shirt, smiles at the camera in front of a plain light gray background, embodying confidence and professionalism\u2014qualities essential for best practices for healthcare IT leaders during hospital mergers.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Pahoua-Yang-Hoffman-HealthPartners-from-LinkedIn.jpg?strip=all 400w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Pahoua-Yang-Hoffman-HealthPartners-from-LinkedIn-300x300.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Pahoua-Yang-Hoffman-HealthPartners-from-LinkedIn-150x150.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Pahoua-Yang-Hoffman-HealthPartners-from-LinkedIn.jpg?strip=all&amp;w=80 80w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/10\/Pahoua-Yang-Hoffman-HealthPartners-from-LinkedIn.jpg?strip=all&amp;w=240 240w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-testimonial-name\" href=\"\/resources\/case-studies\/healthpartners\">Pahoua Yang Hoffman<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-testimonial-job\" href=\"\/resources\/case-studies\/healthpartners\">Senior Vice President of Government &amp; Community Relations, HealthPartners<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c054a06 e-flex e-con-boxed e-con e-parent\" data-id=\"c054a06\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73fcde0 elementor-widget elementor-widget-text-editor\" data-id=\"73fcde0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>Plan for integration<\/h2><p>Mergers often mean consolidating systems, but this isn\u2019t just a technical exercise\u2014it\u2019s a cultural one. Moving from multiple CRMs to one can unlock efficiencies and shared donor insights, but it requires:<\/p><ul><li><strong>Data governance<\/strong>: Establish clear rules for <a href=\"https:\/\/teamheller.com\/resources\/blog\/nonprofit-data-best-practices-in-2025\">data visibility, security, and stewardship<\/a>.<\/li><li><a href=\"https:\/\/teamheller.com\/what-we-do-technology-strategy\/change-management\"><strong>Change management<\/strong><\/a>: Communicate early and often. Involve staff in planning to reduce resistance.<\/li><li><strong>Training and onboarding<\/strong>: Equip teams with the skills to thrive in the new environment.<\/li><\/ul><h2>Design for the future<\/h2><p>Your current staffing and processes may change during the merger. Choose technology systems that:<\/p><ul><li>Scale with shared resources.<\/li><li>Support automation and integration for efficiency.<\/li><li>Allow flexibility for local foundations if you maintain a federated model.<\/li><\/ul><p>Think beyond today\u2019s needs\u2014<a href=\"https:\/\/teamheller.com\/resources\/guides\/how-to-prepare-your-nonprofit-for-a-crm-implementation\">build a tech ecosystem<\/a> that can adapt as your organization evolves.<\/p><h2>Secure leadership buy-in<\/h2><p>Philanthropy doesn\u2019t follow the same economies of scale as clinical operations. Make the case that tech decisions are mission-critical for fundraising success. Show how integration supports donor stewardship, operational efficiency, compliance and security.<\/p><h2>Checklist for advancement teams<\/h2><ul><li>\u2705 Define philanthropic priorities.<\/li><li>\u2705 Audit current tech and data.<\/li><li>\u2705 Decide CRM strategy (consolidated vs. federated).<\/li><li>\u2705 Establish governance and compliance protocols.<\/li><li>\u2705 Communicate change plan.<\/li><li>\u2705 Align with leadership.<\/li><\/ul><p>\u00a0<\/p><p><strong>Bottom line:<\/strong> Technology change during a merger isn\u2019t just about systems\u2014it\u2019s about people, processes, and priorities. Use this moment to build trust, streamline operations, and create a tech ecosystem that supports your mission for years to come.<\/p><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Healthcare mergers and acquisitions are accelerating. While clinical teams focus on integrating patient care and operations, philanthropic teams often find themselves scrambling to align their technology. If your hospital foundation is facing a merger, here\u2019s how to approach your tech stack strategically. Start with strategy, not systems Before diving into CRM demos or data migrations, [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":20532,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[80,973],"tags":[560,909,975,976,977,978,979,980,132,981,154,982,208,983,235,984,244,305,321,536],"ppma_author":[974],"class_list":["post-20517","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nonprofits","category-healthcare","tag-crm-integration","tag-donor-stewardship","tag-hospital-foundation-merger","tag-healthcare-mergers","tag-tech-stack-audit","tag-hipaa-compliance","tag-philanthropic-priorities","tag-federated-crm-model","tag-nonprofit-technology","tag-healthcare-philanthropy","tag-change-management","tag-system-consolidation","tag-heller-consulting","tag-leadership-buy-in","tag-fundraising-technology","tag-healthpartners-case-study","tag-marketing-automation","tag-data-governance","tag-advancement-strategy","tag-nonprofit-it-strategy"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What to do with your tech if your hospital foundation is merging - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Discover how hospital foundations can strategically manage technology during healthcare mergers. 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While clinical teams focus on integrating patient care and operations, philanthropic teams often\" \/>\n<meta property=\"og:url\" content=\"https:\/\/teamheller.com\/resources\/blog\/healthcare-merger-technology\" \/>\n<meta property=\"og:site_name\" content=\"Heller Consulting\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-29T16:24:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-26T19:11:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/teamheller.com\/wp-content\/uploads\/2025\/10\/heller-consulting-healthcare-merger-technology-best-practices-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Daniel Braddock\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rebecca Nguyen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology\"},\"author\":{\"name\":\"Rebecca Nguyen\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/#\\\/schema\\\/person\\\/be27f287c68d6b42394f294778a31a45\"},\"headline\":\"What to do with your tech if your hospital foundation is merging\",\"datePublished\":\"2025-10-29T16:24:28+00:00\",\"dateModified\":\"2025-11-26T19:11:01+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology\"},\"wordCount\":598,\"publisher\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2025\\\/10\\\/heller-consulting-healthcare-merger-technology-best-practices-1.jpg?strip=all\",\"keywords\":[\"CRM integration\",\"donor stewardship\",\"hospital foundation merger\",\"healthcare mergers\",\"tech stack audit\",\"HIPAA compliance\",\"philanthropic priorities\",\"federated CRM model\",\"nonprofit technology\",\"healthcare philanthropy\",\"change management\",\"system consolidation\",\"heller consulting\",\"leadership buy-in\",\"fundraising technology\",\"HealthPartners case study\",\"marketing automation\",\"data governance\",\"advancement strategy\",\"nonprofit IT strategy\"],\"articleSection\":[\"Technology Strategy\",\"Healthcare\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology\",\"url\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology\",\"name\":\"What to do with your tech if your hospital foundation is merging - Heller Consulting\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/healthcare-merger-technology#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2025\\\/10\\\/heller-consulting-healthcare-merger-technology-best-practices-1.jpg?strip=all\",\"datePublished\":\"2025-10-29T16:24:28+00:00\",\"dateModified\":\"2025-11-26T19:11:01+00:00\",\"description\":\"Discover how hospital foundations can strategically manage technology during healthcare mergers. 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