Adaptive Approach Publications

Our 'Adaptive approach' publications are aimed at strategic decision makers working in charities. They are based on best practice recommendations and specific techniques that Adapta has developed to the traditional well-known processes. Each cover technical areas in a practical easy to follow step-by-step guide.


IT Questions for Charities: Key challenges, emerging risks, and a framework for success

IT Questions for Charities: Key challenges, emerging risks, and a framework for success

This introductory paper is designed to provide trustees and senior managers with guidance and ideas about questions they should be asking, or issues they might wish to consider, to ensure that their organisation is being well-supported by its IT function. The paper focuses on two subjects: IT Questions for Trustees and IT Review Framework. We trust that this paper will provide you with what you need to go back to your organisation and start asking some probing questions.

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Unlocking your data assets - A guide for charities and not-for-profit organisations

Unlocking your data assets – A guide for charities and not-for-profit organisations

Organisations across the sector responded to the challenges of COVID-19 by adjusting their working practices; by exploring new – digital – methods for engaging with supporters, members, and beneficiaries; or by starting the process of looking at how they can leverage the opportunities presented by automation or artificial intelligence. In turn, this has impacted how we work with data. The sector has been confronted with the reality of the amount of effort and resource used to process, store, and update this data - and recognition of the number of different systems and places the data is stored. Our latest Guide identifies the key challenges organisations face when unlocking their data assets, and what you must consider to successfully drive your data project forward.

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Adaptive Approach to CRM Software Selection

Adaptive Approach to CRM Software Selection

The adaptive approach to CRM Software procurement is a technique that Adapta has developed as an alternative to the traditional and well-known tender process. It is an essential read for anyone looking to acquire strategically important software that has a user base spanning several departments, and is particularly beneficial in situations where the organisation is required to proactively manage the complex situations presented by today’s rapidly-changing business environment.

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Adaptive Approach to Information Security

Adaptive Approach to Information Security

Charities have a legal duty to look after their information properly, and would face significant damage to their reputation if any data about their supporters or beneficiaries were to be lost or stolen. Managing information security is therefore vital and should pervade all aspects of an organisation’s operations. Information security is a management issue not an IT issue. Our Adaptive Approach to Information Security is based on the principles and best practice recommendations set out in the ISO/IEC 27000 series.

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Adaptive Approach to Business Cases

Adaptive Approach to Business Cases

Decision making is part of everyday life, but the processes behind the decisions we have to make vary depending on their complexity. For decisions that involve your organisation in serious investment issues, it is absolutely essential that you have all the facts, figures and issues laid out so you can make the best decision possible. A sound business case will help secure commitment and engagement across the organisation and ultimately lead to a greater chance of success. This guide aims to help you put together a business case to support good decision-making, particularly for investment in IT.

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