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Case Studies

We understand the complex needs of our clients and the challenges they face. We work alongside them to find practical solutions that reflect the values of their organisation. This is illustrated through our case studies and testimonials below.

IT strategy

IT strategy

“Adapta led a review to help us assess our needs and options for supporter data systems as part of a major change programme. This work was invaluable and foundational and we are now in the process of developing and implementing their recommendations. I have no doubt that working with Adapta enabled us to make the right decisions about a critically important investment that will be invaluable to CAFOD’s work for many years to come."

Tom O'Connor, Director of Communities and Supporters
CAFOD

Click here to view Case Study

ICT infrastructure review

ICT infrastructure review

"FSC received excellent support from Adapta on this project, and the resulting proposal was strongly supported by its trustees and is now being implemented."

James Drever, Head of IT,
Field Studies Council

Click here to view Case Study

Selecting a replacement fundraising and CRM contact management system

Selecting a replacement fundraising and CRM contact management system

"Thanks for all your invaluable help and guidance. We wouldn't be here without you. And don't think that you are escaping; we look forward to your ongoing support.”

Ian Chivers, Director of Finance and Operations,
Great Ormond Street Hospital Children’s Charity

Click here to view Case Study

Selection of a replacement CRM system

Selection of a replacement CRM system

“Iain and Libby provided expert independent consultancy to Shelter, helping us to choose a new Supporter CRM. Iain’s knowledge of the subject is invaluable, and combined with the rest of the Adapta team, this gave Shelter the assistance and reassurance it needed to make a good procurement decision.”

Stuart McSkimming, Head of IT,
Shelter

Click here to view Case Study

Selecting a new third party support provider

Selecting a new third party support provider

“ICT is an area where we do not have in-house expertise. There are now lots of companies trying to sell us services so it was very helpful to have independent and impartial advice.”

Mike Sherriff, Chief Executive,
Voluntary Action Islington

Click here to view Case Study

IT review

IT review

“Adapta Consulting provided Woking and Sam Beare Hospices with a professional and truly independent consultancy service. Their advice was invaluable and having them on-board ensured that we could be completely transparent in our decision making and use of best practice.”

Paul Bartlett, IT Manager,
Woking and Sam Beare Hospices

Click here to view Case Study

IT infrastructure review

IT infrastructure review

“We approached Adapta Consulting to carry out an independent review of our IT infrastructure. Due to the very nature of the charity and the complexities of operating worldwide, undertaking the review was no easy feat. It was important for us to work with an organisation who understood our culture and the way we work. The team at Adapta were quick to understand our issues and needs going forward and their knowledge and expertise was evident in their suggestions. We are now in the process of implementing these recommendations. I would not hesitate to recommend Adapta Consulting to any organisation seeking independent IT support or advice."

Andy Murphy, Director of Finance and Business Support,
WAGGGS

Click here to view Case Study

CRM strategy

CRM strategy

"Adapta has provided us with the opportunity to involve an expert in the review of our database facility, giving us a direction and discipline around how we approach this project together with expert knowledge of the marketplace. The flexibility of consultancy provided to us has been hugely beneficial given we are a medium sized charity with limited resources. To have a knowledgeable, experienced and objective professional to guide us through this long term project with periodic support to ensure we are on the right track has helped both with the engagement of the project internally and being able to manage it alongside heavy workloads. I would not hesitate to recommend Iain and the team to anyone embarking on similar projects as the support from Adapta's consultancy has been very personable, tangibly valuable, specialist and delivered in a way that best suits an organisation."

Dawn Curryn, Digital Marketing Manager,
Acorns Children's Hospice

CRM supplier relationship

CRM supplier relationship

"Adapta always listened very carefully to our needsand skilfully steered us through difficulties guiding us to where we needed to be. They understood the complexities of membership organisations. Their broad range of experiences in the sector and of dealing with suppliers was invaluable to us."

Mary-Ann Piggott, Executive Administrator,
Anatomical Society

CRM strategy workshop

CRM strategy workshop

"Thank you both so much for all the time you gave us today to discuss our database requirements.  It was a tremendously stimulating workshop and I know that my whole team thoroughly enjoyed it and got a lot from it.  I felt the construct of the afternoon was just right and I am grateful for the lack of jargon and for you both translating anything we did not fully grasp into digestible information." 

Paddy Tabor, Former Chief Executive,
British Kidney Patients Association

Accounting systems strategic workshop

Accounting systems strategic workshop

"Thank you to you and your team for developing and facilitating an excellent workshop. You fully understood our needs which were evident in the workshp structure and content. We now have an understanding of the options available to us that fits our requirements and feel that we are now in a position to progress forward to the next stage in selecting an appropriate finance package."

Rosalba Leonelli, Head of Finance,
ClientEarth

Data protection awareness workshop

Data protection awareness workshop

"Within the sector there is much hype and anxiety associated with the introduction of GDPR which we were able to dissipate and build upon following a very useful consultancy session with Adapta. We also took up the offer of a helpful pre-meeting between key members of staff and the consultants, Iain and Fiona, that allowed us to ensure that we were as prepared as we could be ahead of the training session and make sure that both Management and Adapta ‘sang from the same sheet’.

The training itself, although short, was excellent, covering all the key points from a Charity Sector perspective and encouraging a common-sense approach to the adoption of policies and procedures where there remains regulatory ambiguity. The all-staff training session in our offices also offered excellent value for money.

Finally, key staff have been able to engage Adapta on a range matters since and have always found the consultants to be prepped to offer sound practical advice without bias."

Website strategy

Website strategy

"Adapta helped us to introduce rigour to the final versions of our business case and options paper. Meeting with senior stakeholders to better understand our organisational needs, they were pleasant to work with, asking thought-provoking questions and challenging where warranted. They provided an experienced and unbiased perspective, which ultimately guided our senior management in considering which decision to take."

Eileen Parle, Applications Manager,
Royal College of Paediatrics and Child Health

Salvation Army

Salvation Army

“Unlike many consultants, Adapta won’t tell you what you expect to hear. They will be very honest and challenging and, even if some of what they say is uncomfortable to hear, it means you end up getting better advice.”

Phil Durbin, Head of Corporate Systems,
Salvation Army

"Adapta is true to its name. It is both flexible and responsive in approach and method. They go to great lengths to understand the issues under review and operational context of the organisation. I will be looking to use them again at some point and can happily recommend them to others."

John Galbraith, Director of Internal Audit,
Salvation Army

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