System Guides

Our systems guides provide 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 within a charity or not-for-profit organisation.

Adapta Consulting is familiar with each of the software suppliers and systems included in these Guides. However, for the avoidance of doubt, the tables are not intended to be comprehensive and are provided for information purposes only. Adapta Consulting makes no representation as to the suitability of any of the companies listed or the accuracy of the information provided.


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

CRM software – a guide for charities and not-for-profit organisations

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.

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Accounting Systems – a guide for not-for-profit organisations

Accounting systems – a guide for charities and-not-for-profit organisations

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.

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

Grant management systems – a guide for charities and not-for-profit organisations

Download the updated version 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.

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Guide to case management systems for not-for-profit organisations

Case management systems – a guide for charities and not-for-profit organisations

Our recently updated guide explains the different case management systems options available to the sector and provides information about the different types of systems available to enable case managers to deliver support, care and advice more efficiently, securely and effectively. We have kept this guide focussed on case management in the context of support, care and advisory service delivery. Case management can also apply to in-house legal teams and a legal case management product marketplace does exist. However, we have taken a conscious decision for this guide to concentrate on case management systems providing functionality more relevant to a larger audience of not-for-profit case management users and systems focussing purely on legal case management have not been included.

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Data integration solutions – a guide for not-for-profit organisations

Data integration solutions – A guide for charities and not-for-profit organisations

Welcome to the first edition of the Adapta Consulting Guide to data integration solutions for not-for-profit organisations. The purpose of this guide is to explain different approaches and to provide information regarding about some of the solutions available to help manage the ever-growing data processing challenges while improving the efficiency, timeliness, security, quality and value of the data. Within this guide, we give details of the suppliers and solutions that are capable of meeting many of the key requirements for managing and integrating data across the many data sources and data stores within a not-for-profit organisation.

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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.