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  • Our Winter 2017 Newsletter is now available to download    |
  • Preparing for GDPR - set your organisation on the path to compliance - new date added - 17 January 2018 - book here    |
  • Accounting software - a guide for not-for-profit organisations - download our updated guide    |

Adapta Publications

In Knowledge Resource charities, membership bodies and other not-for-profit organisations can find useful documents which support efforts to achieve greater operational effectiveness and improved efficiency through better use of IT/IS. Below are Whitepapers and Guides freely available to download.

We are always keen to receive suggestions for future white papers, guides or publications. Email your suggestions to hello@adaptaconsulting.co.uk

Accounting Software

Accounting Software – a guide for not-for-profit organisations
Updated

There are many accounting packages used within the sector; some are designed specifically for charities, but the vast majority are at heart systems that have been designed for profit-making companies and have in some cases been tweaked or have had reports written to make them more relevant to charities. In our latest guide, we list a broad range of systems that charities could consider if they are looking for an accounting package. Most of the data in the guide has been provided by the suppliers themselves.

Click here to view PDF

CRM systems – a guide for not-for-profit organisations

CRM systems – a guide for not-for-profit organisations
Updated

Thinking about CRM but don't know where to start? Our updated guide provides details of suppliers and software packages that are capable of meeting many of the key requirements for managing relationships with supporters, members, service users, beneficiaries and other types of contacts in a not-for-profit organisation. This latest version groups these solutions into three areas: Product, Platform and Open Source as a logical approach with which to view and understand the current CRM market. To receive the updated guide with supplier contact details email us at help@adaptaconsulting.co.uk

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General Data Protecting Regulation (GDPR) briefing pack

General Data Protecting Regulation (GDPR) briefing pack

The new EU General Data Protection Regulation has been finalised and approved. EU members have until May 2018 to ensure that they are fully compliant with the new regulation. Regardless of Brexit, organisations in the UK that collect and use personal data will need to comply. To help prepare for the GDPR Adapta has produced a briefing pack which highlights some of the key changes and suggests how to get your organisation ready.

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A guide to grant management systems for not-for-profit organisations

A guide to grant management systems for not-for-profit organisations

New

Download the first edition of Adapta Consulting's guide to grant management systems for not-for-profit organisations. The guide has been primarily developed for grant-making trusts and foundations, that have a sustainable and independent source of income (such as income from endowments) and whose prime purpose is to use and distribute that income in the form of grants. The guide provides details of suppliers and software packages that are capable of meeting many of the key requirements for managing contact relationships, document and communication storage, grant application process and grant management.

To receive the updated guide with supplier contact details email us at help@adaptaconsulting.co.uk

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Recognise the value of investing in your finance software

Recognise the value of investing in your finance software

Says David Membrey, Senior Consultant, Adapta Consulting

The recent state of the non-profit finance function report from ACCA states: "The minimisation of the finance function in the non-profit sector…ultimately reduces the organisation's ability to fulfil its social function." David sees a clear indicator of this "minimisation" in the relative lack of priority given to finance software by some charities. While many charities are prepared to spend significant amounts on fundraising or service delivery systems, they are often reluctant to invest anything like as much in a good finance system. Recently published in Charity Finance magazine and civilsociety.co.uk, you can read the full article here.

Choosing Accounting Software

Thinking of improving your accounting systems but don't know where to start?

What's almost more important than the accounting package you choose? Knowing when to choose it. There may be nothing wrong with the one you're using now: it might do just what you expect it to do, and be serving you well. But don't wait until the software no longer works for you, or is no longer supported, before you look into what might replace it. Adapta's David Membrey talks through the key things to consider.

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Selecting an IT support provider

Selecting an IT support provider

Your IT is likely to be one of the biggest investments your organisation will make. So it follows that you'll want to make sure that the support you put in place is appropriate for your needs – not just in terms of quality, but also in terms of the 'fit' for your organisation of the provider delivering the services. There is no 'one-size-fits-all' for outsourced IT support services, and some providers are going to be a better match for your organisation than others. However, before you get down to the detail, compatibility and chemistry with your provider, you need to think through your requirements to make sure you will get the support you need, where and when you need it. Read Iain Pritchard's article on selecting an IT support provider.

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Making Good Choices

Making good choices – Software selection for Schools

Schools, in common with other organisations, depend on good information to make better business decisions. In the drive for more efficiency and effectiveness, good technology can bring huge benefits – but also huge risks. Finding the right software – and the right supplier – for your school can be a challenge. However, with the right approach to software selection, you can avoid the pitfalls and make sure you get the most from your investment. Adapta's Iain Pritchard explains.

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Time to Agile

Time to get Agile?

"Agile" seems to be a buzz word at the moment and is sometimes touted as the approach to ensuring a successful project. But is it the right approach for your project and if so, how do you make sure that it will work for your organisation? Adapta's Libby Hare explains.

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Project Manifesto

Charity Projects Manifesto

In 2013 a group of charity IT leaders were exploring ideas for best practice in project management in organisations and what needs to be in place for more successful projects. The outcome of the discussions was the development of a charity project manifesto focused on values. The manifesto has eight points which are simple, but with depth, and is free for anyone passionate about projects to take, share and use without permission or cost in their organisation and projects. The aim is for people to introduce and discuss the principles in their organisations, to see how it would work for them, and ultimately to improve the chances of a successful project.

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White paper: Integrated IS in the charity sector

White paper: Integrated IS in the charity sector

Rather like the physicists’ search for a unified theory of everything, the technologists’ quest for a completely integrated information system has been going on for a very long time. However, while the physicists’ search is grounded in the comparatively objective world of quantum mechanics, technologists have to contend with processes and people. It is quite possible that a unified theory will emerge at some point in the near future; the quest for integrated information is likely to take much longer – especially in the charity sector…. Is this really true? Read Iain Pritchard’s white paper on the unique set of challenges facing charities, as they try to integrate information from various systems.

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