Reviews & Health Checks

Reviews & Health Checks

The challenge

Organisations in the not-for-profit sector have always struggled with ongoing investment in IT. For every charity or membership body, the services provided to beneficiaries, members and other stakeholders always come first and, consequently, senior managers have had to squeeze the most they can from IT investments made several years ago.

Today, organisations depend on IT and digital systems more than ever – but funding is, if anything, even harder to secure. That means organisations need a reliable answer to whether their current technology estate is fit for purpose – and whether it is compliant with statutory or legal requirements. Senior managers and trustees need to take stock and decide which parts can be left as they are; and which areas are going to need targeted improvement with whatever funding is available.

The challenge
How we can help

How we can help

Our IT consultants are professionals in the industry with deep knowledge and experience in technologies our clients rely on. Our approach to health checks always begins with an understanding of your organisation’s priorities and the outcomes you are trying to achieve before we progress to an evaluation of the technology and associated arrangements you currently have in place, focusing on:

  • the appropriateness and reliability of the current systems
  • day-to-day systems management and support
  • the arrangements for handling interruptions to business continuity
  • the compliance of the technology and support arrangements with statutory and legal requirements for information security and data protection
  • the contractual arrangements with relevant third-parties.
How we can help How we can help

What we will deliver

We always agree the format and level of detail of our deliverables in advance of starting work. Depending on the purpose of the health check – and the intended audience / readership – we will tailor our deliverables to suit. Typical formats range from a structured “internal audit” approach (e.g. a written report with sections in the final document for managers to comment on the findings) to an informal short report or workshop setting out the key observations and recommendations.

What we will deliver
How we can help

Our credentials

Our credentials include membership of a number of professional standard-setting bodies in the UK. More importantly, though, Adapta is an independent consultancy, which means that we only provide impartial advice, support and guidance. We do not sell or maintain equipment or software and so we have no vested interest in the outcome of our work with any individual client. If nothing needs to change, then we will say so. Equally, if we consider that your organisation is at risk – or could benefit from appropriate investment – then we will also be able to say that.

Our credentials

What our clients say

, Rebecca Pritchard
Client Quote

Rebecca Pritchard
Former Director of Operations, Crisis

"Adapta have been honest and realistic with us throughout. They are clear where they can add value and where we can do things on our own – so it feels like a partnership..."

, James Kliffen
Client Quote

James Kliffen
Head of Fundraising, MSF UK

"You have had a huge influence in our fundraising, and I would enthusiastically recommend you to other charities (and often have)..."

, Phil Durbin
Client Quote

Phil Durbin
Former Head of Corporate Systems, 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."

, Dawn Varley
Client Quote

Dawn Varley
Operations & Strategy Director, Badger Trust

"I knew I could task them with my problem, and leave them to undertake the work in a professional yet friendly way, bringing their expertise and experience to the project…"

, Iain McSeveney
Client Quote

Iain McSeveney
Finance Director, Medical Aid for Palestinians

"I’m very pleased with the professional way that Adapta managed the project for the selection of MAP’s new accounting software. It was obvious that they have great experience in the charity sector and on the range of suitable accounting software currently on the market..."

, Rachel Rand
Client Quote

Rachel Rand
Strategic Director - Finance and Corporate Services, NCB

"I would not embark on any IT project without first meeting with Adapta to understand how they feel they could support me. I have found their guidance and practical support invaluable…"

, Rosalba Leonelli
Client Quote

Rosalba Leonelli
Head of Finance, Client Earth

"Thank you to you and your team for developing and facilitating an excellent workshop. You fully understood our needs which were evident in the workshop structure and content…"


We strive to support a dynamic, impactful sector that leads through innovation and collaborative thinking. We are continually amazed by the incredible work the sector does and the support it gives to make a difference to millions of lives in the UK and across the world. View the organisations we work with here.

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Case Studies

Our case studies provide real examples of the support and advice we give organisations, detailing the issues and challenges each faced and how, together, we were able to help them.