How many times have you or your colleagues scratched your heads, trying to remember how to do that thing you only do once in a blue moon? Or worse, how often have you seen different team members doing the same task in completely different ways? That's where process documentation comes in handy.

We've seen firsthand the hurdles that can pop up when it comes to CRM adoption. But here's the good news: we've also seen how the right approach can turn things around.

As a charity database manager or fundraising professional, having effective communication is the cornerstone of successful fundraising.  But have you ever considered whether your data selections are hindering your efforts? 

If you've ever found yourself navigating the complexities of Microsoft Dynamics or any system built on Dataverse, you know things can get complex very quickly. You might have wished for a simpler way to manage tasks without getting bogged down by the front-end limitations. 

Earlier this month we saw the appointment of Kier Starmer as head of the Labour party and the UK’s new Prime Minister. We have been spending some time understanding what this means for the charity sector and how new Labour policies may affect the work carried out by our clients.