CAPABILITY
Process & Systems
Redesign how you work.
Process-first thinking, then the systems to support it.
In 30 Seconds
Systems don't create value on their own — they enable processes that create value. We start by understanding how work should flow, then implement the systems that support it. Sometimes that means new tools. Often it means redesigning how existing tools are used.
We help organisations transform how work gets done, then build the infrastructure to support it:
- ProcessHow work actually flows through your organisation
- DigitalWebsites and platforms that represent you professionally
- RelationshipsCRM systems that actually get used
- CollaborationWorkspaces where teams work effectively
- EvidenceReporting and data systems that inform decisions
Navigate + Build: Our Data Flows content explains what moves through your organisation. This capability helps you build the systems to manage it.
The Challenge
For Growing Organisations
Spreadsheets and email threads worked when you were small. But you've outgrown them, and the friction is slowing you down.
- • Where's that contact information? Who spoke to them last?
- • Our website doesn't reflect who we are anymore
- • Information is scattered across too many places
For Mission-Driven Organisations
Funders want evidence. Stakeholders want updates. You want to focus on impact, not wrestling with systems.
- • Reporting takes too long and feels like guesswork
- • We have data, but turning it into insight is painful
- • Our systems don't talk to each other
The gap: You need systems, but you don't have the time or expertise to select, configure, and implement them properly. And you definitely don't want systems that create more work than they save.
Why Process First?
The Mistake Most Make
Organisations automate broken processes and wonder why nothing improves. They layer new tools onto old workflows and create complexity instead of clarity.
“We bought a CRM, but no one uses it.”
“We have dashboards, but they don't tell us anything useful.”
The Process-First Approach
True value comes from redesigning operations, not layering automation onto old workflows. Start with how work should flow, then build systems that support it.
“We redesigned how we work, and now the CRM makes sense.”
“Our reporting captures what actually matters.”
93%
of AI/tech investment goes to technology
7%
goes to people and process change
?
No wonder so many projects fail
How We Help
Five service areas — starting with process, then building the systems to support it
Process Design & Transformation
How work should flow
- •Value Stream Mapping: Understanding how work actually flows vs how it should
- •Process Redesign: End-to-end transformation, not just fixing pain points
- •Operating Model Implementation: Bridge from strategy to daily operations
Transform how work gets done, not just what tools you use.
Website & Platform Development
Your digital presence
- •Website Development: Professional sites that represent your work
- •Content Architecture: Information structured for users and search
- •Platform Selection: Choosing the right tools (WordPress, Next.js, Webflow)
Websites that work as hard as you do.
CRM & Pipeline Management
Relationships organised
- •CRM Selection & Setup: HubSpot, Salesforce, or fit-for-purpose alternatives
- •Pipeline Design: Stages that reflect how you actually work
- •Data Migration: Moving from spreadsheets without losing history
Know every contact, every conversation, every next step.
Workspace & Collaboration
How your team works
- •Email & Communication: Professional setup, shared inboxes, routing
- •Document Management: Shared drives, folder structures, permissions
- •Project Coordination: Task management and workflow tools
Workspaces where people can find what they need.
Reporting & Data Systems
Evidence and insight
- •Dashboard Development: Key metrics visible at a glance
- •Funder Reporting: Templates and workflows for grant reporting
- •Impact Evidence: Systematising how you capture and present outcomes
Data that tells your story.
Who We Help
Scaling Startups & SMEs
Organisations that have outgrown spreadsheets and need systems that scale with them.
Common needs:
- • CRM setup and migration
- • Website development
- • Workspace organisation
- • Process documentation
NGOs & Charities
Mission-driven organisations needing efficient systems to maximise impact per pound.
Common needs:
- • Funder reporting systems
- • Donor/supporter CRM
- • Impact dashboards
- • Grant management workflows
Professional Services Firms
Consultancies and advisory firms systematising their own operations.
Common needs:
- • Client pipeline management
- • Knowledge management
- • Project delivery systems
- • Professional website
Landscape & Conservation Initiatives
Multi-stakeholder programs needing coordination and evidence systems.
Common needs:
- • Stakeholder database
- • MRV data management
- • Collaboration platforms
- • Progress reporting
Navigate + Build
DATA FLOWS
“What moves through your org?”
MRV, traceability, disclosure – the information landscape
SYSTEMS
“How do you manage it?”
Websites, CRMs, workspaces, reporting
Our sustainability content explains what data needs to flow.
This capability helps you build the systems to manage it.
AI-Enhanced Implementation
We use AI to accelerate systems implementation:
- •Faster development: AI-assisted coding and content creation
- •Better configuration: AI helps map your needs to system settings
- •Smarter integrations: Connecting systems so data flows automatically
You get professional systems at rates that work for growing organisations.
Ready to Redesign How You Work?
Whether you need to transform a broken process, implement a CRM that gets used, or build reporting that tells your story – let's talk.
Start with the basics:
- • How does work actually flow through your organisation?
- • What's creating friction?
- • What would “good” look like?