Mike Guy 
Late October is a revealing time to look at a charity database manager’s to-do list. Christmas appeal data is being prepared, year-end reporting is on the horizon, someone needs a list for the carol service, and the clean-up project planned for the summer is still sitting where it was. None of it is unimportant, and … Read more
Training week for a new CRM usually goes well. Everyone attends, the trainer is patient, and people leave knowing where the main screens are and how to search for a supporter. Then go-live arrives. Someone sits down to process a cheque with a Gift Aid declaration attached, and it takes twenty minutes and two messages … Read more
Let’s be honest; data isn’t always the most welcoming word for charities and non-profits. It can sound cold, technical, even overwhelming. Yet, when you strip it back, data is really just the story of your mission, the proof funders seek, and the guidance behind a strong strategy. The challenge? Most charities have more data than ever before, … Read more
“Why can’t we just use Excel instead of getting a proper database?” It’s one of the most common questions we hear from charities, and it’s a fair one to ask. Excel deserves the question, because it’s genuinely good. It’s flexible, familiar, and nearly everyone in the sector already knows how to open it. With Power … Read more
You went live. You survived the go-live. You probably breathed a huge sigh of relief and got on with the work. But here you are, 12 months later, and something feels a bit… off. Maybe a few processes have got clunky. Maybe the team has started going around the system rather than through it. Maybe … Read more