In Knowledge Resource charities, membership bodies and other not-for-profit organisations can find useful documents which support efforts to achieve greater operational effectiveness and improved efficiency through better use of IT/IS. Below are Whitepapers and Guides freely available to download.
We are always keen to receive suggestions for future white papers, guides or publications. Email your suggestions to email@example.com
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. To receive the updated guide with supplier contact details email us at firstname.lastname@example.org
Accounting Systems – a guide for 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.
A guide to grant management systems for 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.
To receive the updated guide with supplier contact details email us at email@example.com
Guide to case management systems for 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. Click here to view the PDF
To receive the updated guide with supplier contact details email us at firstname.lastname@example.org
Data integration solutions – a guide for 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.
Your management information software is key to staying on top of the mass of information needed to run a successful school. But which one suits you? Our recent survey provides you with an up-to-date overview of various products and companies that specialise in providing administrative and management software systems for independent schools.
General Data Protecting Regulation (GDPR) briefing pack
The new EU General Data Protection Regulation has been finalised and approved. EU members have until May 2018 to ensure that they are fully compliant with the new regulation. Regardless of Brexit, organisations in the UK that collect and use personal data will need to comply. To help prepare for the GDPR Adapta has produced a briefing pack which highlights some of the key changes and suggests how to get your organisation ready.
Introducing a new framework for Data Governance
Rob Gethen Smith, Partner, Adapta Consulting
The arrival of GDPR has taught us that we haven't been managing our data well enough. We've been inconsistent, we haven't valued our information assets properly, and generally most of us have misunderstood their potential. Looking ahead to the future, the organisational frameworks we will need to ensure ongoing GDPR compliance often do not exist. On top of this, innovations in digital technology will continually challenge our ability to manage our data. Of course, your data is the lifeblood of your organisation. While staff may come and go, and your processes and systems will constantly change, your data will steadily expand, as will the potential risks and opportunities in an increasingly complex data driven society. The good news is that GDPR has required us to have, maybe for the first time, a conversation about the importance of data at the highest level in our organisations. The opportunity is to now leverage this new understanding and turn the conversation about data from compliance to one about insight, growth and innovation. In my experience, most organisations are missing out on the opportunity to build a strategic approach to data governance.
This article introduces the concept of a data governance framework and tells you a bit about how to implement one and the benefits of doing so.
Recognise the value of investing in your finance software
Says David Membrey, Senior Consultant, Adapta Consulting
The recent state of the non-profit finance function report from ACCA states: "The minimisation of the finance function in the non-profit sector…ultimately reduces the organisation's ability to fulfil its social function." David sees a clear indicator of this "minimisation" in the relative lack of priority given to finance software by some charities. While many charities are prepared to spend significant amounts on fundraising or service delivery systems, they are often reluctant to invest anything like as much in a good finance system. Recently published in Charity Finance magazine and civilsociety.co.uk, you can read the full article here.
Thinking of improving your accounting systems but don't know where to start?
What's almost more important than the accounting package you choose? Knowing when to choose it. There may be nothing wrong with the one you're using now: it might do just what you expect it to do, and be serving you well. But don't wait until the software no longer works for you, or is no longer supported, before you look into what might replace it. Adapta's David Membrey talks through the key things to consider.
Selecting an IT support provider
Your IT is likely to be one of the biggest investments your organisation will make. So it follows that you'll want to make sure that the support you put in place is appropriate for your needs – not just in terms of quality, but also in terms of the 'fit' for your organisation of the provider delivering the services. There is no 'one-size-fits-all' for outsourced IT support services, and some providers are going to be a better match for your organisation than others. However, before you get down to the detail, compatibility and chemistry with your provider, you need to think through your requirements to make sure you will get the support you need, where and when you need it. Read Iain Pritchard's article on selecting an IT support provider.
Making good choices – Software selection for Schools
Schools, in common with other organisations, depend on good information to make better business decisions. In the drive for more efficiency and effectiveness, good technology can bring huge benefits – but also huge risks. Finding the right software – and the right supplier – for your school can be a challenge. However, with the right approach to software selection, you can avoid the pitfalls and make sure you get the most from your investment. Adapta's Iain Pritchard explains.
Time to get Agile?
"Agile" seems to be a buzz word at the moment and is sometimes touted as the approach to ensuring a successful project. But is it the right approach for your project and if so, how do you make sure that it will work for your organisation? Adapta's Libby Hare explains.
Charity Projects Manifesto
In 2013 a group of charity IT leaders were exploring ideas for best practice in project management in organisations and what needs to be in place for more successful projects. The outcome of the discussions was the development of a charity project manifesto focused on values. The manifesto has eight points which are simple, but with depth, and is free for anyone passionate about projects to take, share and use without permission or cost in their organisation and projects. The aim is for people to introduce and discuss the principles in their organisations, to see how it would work for them, and ultimately to improve the chances of a successful project.
White paper: Integrated IS in the charity sector
Rather like the physicists’ search for a uniﬁed theory of everything, the technologists’ quest for a completely integrated information system has been going on for a very long time. However, while the physicists’ search is grounded in the comparatively objective world of quantum mechanics, technologists have to contend with processes and people. It is quite possible that a uniﬁed theory will emerge at some point in the near future; the quest for integrated information is likely to take much longer – especially in the charity sector…. Is this really true? Read Iain Pritchard’s white paper on the unique set of challenges facing charities, as they try to integrate information from various systems.