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.
HR & Payroll systems – a guide for UK charities and not-for-profit organisations
This guide provides a high‑level overview of the market for HR and payroll systems that are commonly used across the UK NFP sector. Our focus is on solutions that can realistically meet the needs of UK NFPs, from smaller charities with a handful of employees through to larger, multi‑entity organisations with complex staffing models. We touch on both dedicated HR and payroll platforms and broader systems where HR and payroll form part of a wider people or finance suite, but we do not attempt to catalogue every product on the market. The guide is intended to help you understand the types of systems available, the strengths and limitations of different approaches, and the key factors to consider when selecting a solution.
Social Care CRM Systems - a guide for UK social care providers
Aimed at UK social care providers, this guide offers a high-level overview of the market for what Adapta now prefer to call ‘Social Care CRM Systems’ (also commonly known as Digital Social Care Record systems or DSCRs) in the UK. The guide largely focuses on solutions that are designed specifically for social care; general purpose CRM platforms like Microsoft Dynamics (which is used in the social care sector) are not directly considered by this guide. Contact Adapta if you need help understanding what solutions will be relevant to your particular organisation.
Finance systems – a guide for charities and-not-for-profit organisations
There are many finance systems 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. Our latest guide offers a high-level overview of the market for finance systems and lists a broad range of the systems that charities could consider if they are looking for an accounting package.
Grant Management Systems – a guide for UK funding institutions or third sector organisations
This guide is aimed at UK funding institutions or third sector organisations (TSOs) that run some form of grants programme. It aims to provide a high-level overview of the market for Grant Management Systems (GMS) in the UK, including 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. We hope you find this document useful and thought-provoking. Please note however that this document is provided for general information purposes only and does not constitute professional advice.
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.
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.
