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.
Financial budgeting and forecasting systems – a guide for charities and not-for-profit organisations
In the realm of financial planning for UK charities and not-for-profit organisations, the way budgets are forecasted and managed is undergoing a noticeable evolution, shaped by advancements in technology. To navigate this evolving landscape, Adapta has produced a short guide to shed light on various financial forecasting and budgeting systems available for the UK charity and not-for-profit sector. The guide aims to provide a clear understanding of key features, functionalities, and user experiences of prominent software solutions, facilitating informed decision-making for organisations looking to enhance their financial practices.
HR systems – A guide for charities and not-for-profit organisations
Charitable organisations offer much the same diversity of jobs as you might find in the corporate sector; alongside the specific service delivery roles within the organisation, there is still the need for IT, finance, marketing and HR. In many organisations, an individual may have quite a diverse role covering more than just one speciality, meaning that no one day is the same to another and that staff gain the opportunity to develop their skills and explore different avenues within the sector. This means that the charity job market is highly competitive, making it vital that not-for-profit organisations have the right technological tools to support them.
This guide provides information on various software products currently available, to support organisations in understanding the market.
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.
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.
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.
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.View PDF