The Challenge
Demand for services continually increases, but their resources didn't. The pressure exposed just how much outdated systems were holding them back. Staff knew where the inefficiencies were; they simply didn't have the expertise or support to fix them.
Their risks spanned six areas:
- Data protection
- Remote access
- Software compatibility
- Ageing onsite server
- Digital communication tools limitations
- Manual record-keeping
The Results
- Data accessible remotely
- Onsite server removed, with improved data security
- Automated donation workflows: notifications, receipts, and most data entry now handled automatically, simplifying the finance function
- Internal and external communication improved via cloud-hosted phone systems
