The Organization is seeking a consultant or firm to develop a
business plan for a new online Client Management System (CMS) expected to launch in
2015. The new CMS will replace the current CounselorMax® system and provide nonprofits
conducting financial education and coaching, homeownership education and counseling,
and foreclosure counseling with a contemporary, user-friendly client management tool to
efficiently manage workflows and effectively serve their clients. (This engagement is
separate from, but related to a larger series of engagements, which includes a strategic
market and product assessment, business requirements discovery, a technology solution
analysis and eventual product development that will result in a market leading solution for
the housing counseling and financial coaching industry.)