What Services Do We Offer?

Every service that we provide is backed up by years of real world experience.

Project & Change Management

Whether rewriting a policy to a major IT or Office move, we will work with you to work through your change and deliver the benefit and value that you are looking for.

If you’ve been awarded a grant and have short turnaround to deliver and spend.  We can oversee your project for you from start to finish, or part-way through as needed.

Requirements Setting & Scope Definition

Know that you want to do something, but not sure what that looks like in detail?

We will work with you to figure out the detail, what you want it to look like, and feel like, and how you want it to be used.

CRM & IT Implementation Support

Need to introduce a new CRM, Finance, HR or other system; or need to put in place new computers on the latest Windows or Google operating systems (Windows 11/Google Chrome OS)? Something not going right with what you have, and need it fixed?

We will work with you to understand what it is that you want to do, then put in place the IT equipment and software that will help your organisation work better, more securely, and in a way that will help you achieve more.

Business Planning & Annual Planning

Going from one month to the next and want to consider the longer term?
Let us help you set out what the coming year is expected to look like, or where you want your organisation to be in the next 3-5 years

Training & Facilitation

Need to upskill or align your teams knowledge and skills; or want to keep a meeting focussed on the strategic direction of the organisation?

We can provide bespoke or best practice training aligned to your needs, and on or off-site meeting facilitation to enable clear and directed focus for the long term direction of your organisation.

Changing Bank Account Providers or Setting up a new bank account

Every organisation needs a bank account to be able to function. However, not all bank accounts, or bank account providers, are created equally.

If you are looking to move your banking from one provider to another, or are looking to consider your options, we can help you navigate the process and help you with the set up and moving process.

As banking is a heavily regulated industry, we cannot advise you on products and services, but can help you consider your needs and help you to move once you’ve made your decision.

Governance & Incorporations

We can work with you to decode and refresh your existing governance, support Board level culture change, or create a new structure for your organisation.

We can support the application process to register as a charity or CIC, helping you consider what structure might be best.

To see a few examples of work that we have previously done, have a look at some of our Case Studies.

What services do we provide?

The following are examples of services we provide…

Operations

  • IT system implementations and migrations, including HR, Finance & Accounting
  • Set up of Microsoft services, including e-mail and document management
  • Windows 11 device setups
  • Small office identification setup
    • Setup of office networks and workstations
    • Installing of computer & network cables
  • Contract Negotiation and Management
  • CRM Scoping, Requirements setting, and Delivery
  • Website creation
  • Support new bank account opening and moving between providers

Strategic

Staff and Board policy review and writing (Click to expand)
  • Risk Management,
  • Staff Handbook
  • Acceptable IT Use Policy
  • Anti-Money Laundering Policy
  • Conflicts of interest policy
  • Contracting and Due Diligence Processes and Guidance
  • Cookies and Privacy Policies
  • Data Protection Policy
  • Equality Policy
  • Ethical Partnerships Policy
  • Financial Policy and Procedures
  • Health and Safety Policy
  • Modern Slavery Policy
  • Logo and Representation Policy
  • Performance Management Policy
  • Safeguarding Policy
  • Safer Recruitment Policy
  • Social Media Policy
  • Risk Management Policy
  • Use of AI Policy
  • Using Private Vehicles Policy
  • Board/Trustee/Leadership Strategy away day facilitation
  • Trustees/Directors legal and regulatory responsibilities training
  • Trustee/Director Skills Audits
  • Facilitation of Business Planning and Annual Planning
  • Grant Application support
  • Communication and Branding reviews
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