Managed Systems

Software systems that serve your mission…not the other way around.

Many ministries grow faster than their systems can support. Over time, you find that your donor database online fundraising tool, email marketing, and other core systems do not provide a single source of truth, and do not work well together. They're not designed around the way your organization works.

Managed Systems is Rooted's approach to helping organizations simplify, strengthen, and steward their technology.

We walk alongside your team to select the right systems, implement and integrate them well, and provide ongoing support and consulting, so your systems serve your effectively.

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Our Three-Phase Approach

  • Clarity before change

    We help you evaluate your current tools and identify where systems are:

    • Under-utilized

    • Duplicating effort

    • Creating data silos

    • Not integrated to other tools

    • No longer aligned with your ministry’s goals

    From there, we guide you through thoughtful system selection, ensuring new platforms fit your mission, budget, team capacity, and future growth—without unnecessary complexity.

    This work includes interviews with your team, during which we evaluate pain points, requirements, and hopes and dreams for each system. We document and prioritize these requirements, presenting a clear plan to evaluate replacements.

    We then compare how 2-4 systems would meet these requirements and present you a clear path forward either to migrate to new system(s), or to make better use of what you have (such as improving data health and integrations).

  • Careful, mission-aware execution

    Once the right systems are chosen, we manage the transition:

    • Data mapping and migration

    • Configuration aligned to real-world ministry processes

    • Testing and quality assurance

    • Team training and business process design

    • Integration setup and testing

    • Go-live support

    Our goal is not just “successful implementation,” but systems your team fully understands and uses effectively.

  • Stability, improvement, and peace of mind

    Technology is never “set it and forget it.” Ministries evolve—and systems must evolve with them.

    Ongoing Managed Systems support may include:

    • Reporting and automation support

    • Data health and cleanup

    • Integration troubleshooting

    • Best-practice consulting

    • Ongoing training and utilization guidance

    You gain a trusted technical partner who understands your systems, your people, and your mission. We are not just ‘support’ but an extension of your team, as we know not just the systems, but how you use them specifically. And we don’t just tell you what to do, but are also willing to get in there and help you do it!

What Is “Managed Systems”?

Managed Systems is a long-term partnership model designed specifically for ministries and nonprofits that rely on multiple software platforms but lack the internal capacity to manage them strategically.

Rather than reacting to technology problems as they arise, we help you:

  • Build a cohesive, well-integrated system landscape

  • Establish a single source of truth for contacts and data

  • Improve efficiency, reporting, and communication

  • Make confident, informed technology decisions over time

  • Have a well trained, informed, and supported team

I have a high level of respect with how well you worked with us, how you got stuff out of us, and how you created an  accurate picture of who we are and what are needs and business processes are… It feels like when you are at an airport and you have a moving sidewalk, and you can chose to walk on the side… or you can choose to get on and keep walking and you’re just flying past everybody. It felt like Rooted really provided a moving sidewalk that really moved us forward quickly

— Chad Jeffreys, IT Project Manager, New Horizons Foundation

Let’s Build Systems That Support Your Mission

Contact us for a free evaluation call

Managed Systems is ideal for organizations that:

  • Use multiple platforms (CRM, email marketing, event registrations, learning, online donations, etc.)

  • Lack a dedicated internal systems owner (someone with the time and expertise to truly evaluate options)

  • Want better data, reporting, and integrations

  • Are planning growth, consolidation, or modernization

  • Value stewardship, sustainability, and long-term thinking