AI & Automation

Innovation with Clarity and Confidence

Nonprofits are entering a pivotal moment as advances in generative AI and automation transform how missions are carried out. Orr Group helps organizations evaluate operations, identify opportunities to increase efficiency, and integrate AI responsibly to strengthen fundraising and enhance impact.

Through our Nonprofit AI Journey framework, we guide partners in adopting technology with intention and purpose, ensuring that AI supports organizational goals, improves outcomes, and reflects core values. Having embraced AI across our own operations, we bring firsthand experience and practical insight to help nonprofits turn innovation into meaningful progress.

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Our AI and Automation Services

AI Assessment

Whether you’re exploring automation and AI for the first time or looking to enhance existing systems, we evaluate your operations and provide actionable recommendations to increase efficiency and responsibly integrate AI tools. 

Our assessments evaluate your organization’s potential for AI and automation driven transformation through a systematic approach. This is scalable from a single workflow for a specific team to an organization-wide review.

Our approach includes:

  • Discovery
  • Documentation
  • Qualification
  • Research
  • Reccomendations

AI Implementation

We help nonprofits integrate AI tools and automations that streamline operations and improve performance. As an embedded partner, Orr Group builds tailored solutions, trains staff, and ensures responsible, effective use of AI across teams. Our structured implementation approach increases efficiency, enhances collaboration, and supports long-term success.

Our support includes:

  • Development and Training
  • Integration and Streamlining
  • Handoff and Transition

AI Training

Our customized training programs empower your team to navigate the AI landscape confidently, fostering a culture of innovation and responsible AI use. As an embedded partner, we work closely with your team to develop AI policies, lead task forces, and establish governance protocols that best suit you. 

We engage key stakeholders to roll out policies, identify training needs, and lead sessions that improve AI familiarity and responsible usage among staff. Our support ensures your AI initiatives are grounded in expertise, driving your mission forward with curated policies and enhanced staff proficiency.

Examples of our support include:

  • Customized Content
  • Training Sessions
  • Interactive Learning and Demos

AI Advisory

As your AI thought partner, we provide strategic guidance to an organization navigating the complexities of AI adoption. By meeting regularly with your stakeholders, we brainstorm initiatives and recommend next steps, ensuring you stay at the forefront of AI advancements. 

Our team offers expert guidance, high-level recommendations, and a platform for strategic discussions, empowering your organization to navigate AI and automation with confidence and innovation.

Examples of our support include:

  • Strategic Analysis
  • Actionable Recommendations
  • Ongoing Thought Partnership
  • Implementation Support
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“ Thanks to Orr Group’s support, our team saves hours each week through new automations that connect pin requests directly to Salesforce. Their partnership has been both strategic and tactical, exactly what we needed to strengthen our marketing and philanthropy foundation.”
“Thanks to Orr Group’s support, our team saves hours each week through new automations that connect pin requests directly to Salesforce. Their partnership has been both strategic and tactical, exactly what we needed to strengthen our marketing and philanthropy foundation.”

Ferenc Puskas, Research Associate, Blue Square Alliance Against Hate

AI-Powered Impact: Anthos|Home

To improve the process of matching New York housing voucher recipients to available apartments and increase limited staff capacity, Anthos|Home engaged Orr Group to embed AI and automation into their workflows.

Through a detailed evaluation, Orr Group identified key opportunities to automate activities, improve data accuracy, streamline administrative tasks, and accelerate the housing placement process. Our work resulted in:

  • 50+ opportunities identified
  • 30+ new automation touchpoints
  • 1,500 administrative hours saved annually

This initiative reduced manual data entry, increased efficiencies, and enhanced the experience for both tenants and housing providers. By aligning technology with its core mission, Anthos|Home continues to strengthen its ability to drive lasting change in the fight against homelessness.

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