Example projects

Migration of a charity accounting system from a legacy package to an online system that is compliant with the Charity Commission reporting standards

Creation of management reporting templates and financial dashboard

Creation of charity financial policies and procedures

Automated workflow for expenses approval

Recommendation of finance package based on organisational requirements

Provision of Data Subject Access requests compliant with GDPR

Creation of  an annual staff engagement process/survey and subsequent action plan

Managing the internal process for employee tribunal

Introduction of a new annual staff performance management system

Introduction of online training to cover compliance and developmental objectives

New HR templates e.g. Job Description in line with best practice

Running recruitment process

Migration to Google Workspace and Microsoft 365 from legacy systems

VC installation and training

Selection of Finance package in line with organisational requirement

Selection and implementation of CRM/donor management package  and integration with finance system

Design and implementation of new PA system

Advice on how to obtain charity discounts on IT software

Porting student database to an online service

Selection (and implementation) of a new donor management IT system in line with organisational requirements

Moving the legacy email system to  a GDPR compliant system and purging old data

Integration of donor management system with the charity accounting system

Selection and implementation of a CRM  system

Brand refresh (for 2 charities) including the creation of a brand manual and brand assets

Creation of a new cost-effective website - from information architecture to design elements

Creation and implementation of email marketing database and email templates.

Implementation of website and email marketing analytics

Managing and developing e-commerce

Identification of issues with Improvement of organisational culture and creation of improvement plan

Management of a compassionate redundancy program

Staff engagement survey and workshops 

Manage the process of creation of a new strategy for a number of organisations using various approaches in line with organisational needs

Creation of GDPR policy and ongoing management 

Charity Commission compliant Risk assessment for the board of trustees

Creation & updating of new policies e.g. IT, safeguarding, finance, etc

Annual staff appraisal process including automation of the submission and approval steps