Strategy and roadmap: Data

User engagement

"Boost your charity's impact by harnessing the power of data, enabling efficient operations, informed decision-making, and better outcomes."

Whether through your digital marketing, website, CRM, online fundraising or offline appeals, your organisation is continually collecting data. Data that could potentially boost your income, identify trends and provide valuable insights, and help you make better decisions.

Whilst corporates are accustomed to leveraging data to develop and improve their products and services, non-profits often make less use of technology.

A well-designed data strategy outlines an organisation’s long-term vision and guiding principles for collecting, storing, sharing and using data to maximum effect, and provides the necessary direction to help your colleagues become more data-focused so that you can adopt a true ‘data culture’.

Adapta can help you tailor a strategic vision and plan that will maximise the value you get from your data, and advise you on the governance structures, policies, architecture, and quality standards to put in place that will foster a data-driven culture.

Why Adapta

We work alongside and in partnership with our clients, helping to find effective, practical solutions. Our consultants are all seasoned technology professionals with extensive experience in non-profit organisations off all sizes. We count both general IT practitioners as well as specialist data and digital experts in our team, and we always assemble the right combination to suit your situation, the issues you face, and the resources you need.


We have helped many charities, membership organisations and other non-profit organisations with their Data projects. Below are examples of just a few of the organisations we have worked with.

1625 Independent People Logo
ActionAid UK Logo
National Youth Orchestra Logo
North West Air Ambulance Logo
Diabetes UK Logo

What our clients say

, Sunil Mir
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Sunil Mir
Deputy Director - IT, ActionAid UK

"Adapta's team provided invaluable guidance throughout every stage of the project. They expertly navigated the complexities of Dynamics CRM, offering clear explanations, practical solutions, and proactive problem-solving."

, Tim Foxon
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Tim Foxon
Finance and Operations Director, NYO

“Adapta’s real added value was in how they helped us understand how we could evolve to use data, digital and technology to support both our strategic objectives and the needs of our various audiences. We now have a focused plan of action, informed by their expert knowledge of the technology and partner landscape"

, Ian Chivers
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Ian Chivers
Former Director of Finance & Operations, GOSHCC

"Thanks for all your invaluable help and guidance. We wouldn't be here without you. And don't think that you are escaping, we look forward to your ongoing support."

, Paul Partridge
Client Quote

Paul Partridge
Strategic Head of Supporter Engagement & Development, North West Air Ambulance

"We approached Adapta Consulting to help us select a new CRM for the charity. We spoke with a number of consultants but they were by far the best fit for us, and they did not disappoint!"

, James Drever
Client Quote

James Drever
Head of IT, Field Studies Council

"The Field Studies Council received excellent support from Adapta on this project, and the resulting proposal was strongly supported by its trustees and is now being implemented."