audits
We help charities identify the underlying causes of CRM, data and process problems so they can make practical improvements with confidence.
Problems with data, reporting and fundraising operations are often symptoms rather than root causes.
We review CRM setup, data quality, processes, reporting and day-to-day workflows to identify inconsistencies, inefficiencies and areas of risk – helping charities understand what’s going wrong and what needs to change.
Working with Julie is an absolute pleasure. She is very knowledgeable about all aspects of databases and data, and crucially, she understands fundraising and the information fundraisers need to do their jobs
Helen – UK Charity CEO.
database audits
improving data quality and consistency
We review how data is structured, entered, maintained and used across your organisation to identify inconsistencies, gaps and reporting risks.
This can include duplicate records, incomplete data, inconsistent coding, segmentation issues, reporting discrepancies, and processes that no longer support day-to-day activity effectively.
Reliable data improves reporting, reduces operational frustration, and gives teams greater confidence in the information they are using.
process audits
reviewing how work actually happens
Many operational problems come from processes that have gradually evolved over time without being properly reviewed.
We look at how CRM, fundraising and reporting processes work in practice — identifying inefficiencies, unnecessary manual work, gaps in responsibility, and areas where systems and processes no longer align.
Sometimes small operational changes can make a significant difference to consistency, reporting accuracy and day-to-day workload.
Struggling with CRM or data issues? Get in touch and we’ll see how we can help.
