🛠️ Processes & Workflows

We rely heavily on manual data entry

Teams often re-key information between different systems

Processes vary between departments and aren’t standardised

💻 Systems & Applications

Our systems don’t all connect (CRM, Finance, Payroll, HR, etc.)

Data exports/imports are common

We lack a single source of truth for our data.

📊 Data & Reporting

Reporting is manual and time-consuming

We can’t access real-time insights

Staff struggle to find accurate data quickly

👥 People & Adoption

Teams lack training or confidence in current tools

There’s resistance to adopting new processes

Admin work takes time away from service delivery

💬 Communication & Collaboration

Teams spend too much time emailing back and forth to coordinate tasks

Information gets “stuck” with individuals rather than shared across the team

We rely heavily on spreadsheets or paper for tracking staff or service users

🤝 Service Delivery & Beneficiary Experience

Partners often must provide the same information multiple times

It’s difficult to track outcomes or impact consistently

Teams spend more time on admin than directly supporting service users

🚀 Strategy & Future Readiness

We don’t have a clear digital strategy or roadmap

Our technology feels outdated compared to what we need

We’re worried about keeping up with reporting or compliance demands