Digital Transformation

From Paper Chaos to Digital Calm

Still drowning in forms, folders, and disconnected spreadsheets? You're not alone, and you're not stuck with it.

At Untangled, we help purpose-led organisations move from paper-based chaos to streamlined, people-friendly digital workflows. We focus on affordable, scalable tools that do the job without the enterprise-level price tag or complexity.

Whether you need to overhaul a clunky system, get better visibility across your operations, or just stop double-handling data, we’ll help you choose and implement the right solution, and make sure your people feel confident using it.

What We Can Help With

  • Migrating from Paper to Digital

    Migrating from Paper to Digital

    We map your existing workflows and bring them to life in simple, streamlined digital tools, no more folders and filing cabinets.

  • CRM & Membership System Implementation

    CRM & Membership System Implementation

    We help you select and roll out CRM or membership platforms that actually fit your size, budget, and needs.

  • Building Dashboards with Meaning

    Building Dashboards with Meaning

    Turn your data into decisions. We design custom dashboards that give you real-time visibility into the stuff you care about, not just a wall of numbers.

  • Document Management & Collaboration

    Document Management & Collaboration

    From messy shared drives to smart, searchable document hubs. We build frameworks that make file sharing and version control easy.

  • Automating the Repetitive Stuff

    Automating the Repetitive Stuff

    Automated workflows save time, reduce admin errors, and free your team up to focus on what matters. We design them with (and for) your people.

Tools and Tech We Work With

We’re platform-agnostic, our focus is finding the right tool for your needs, not pushing one-size-fits-all solutions.

Here are some of the systems we work with regularly

CRM & Membership Systems

For relationship management, automation, and streamlined member or client engagement.
Zoho CRM • MemNet • HubSpot • Microsoft Dynamics 365 • Salesforce • NationBuilder • Wild Apricot • Blackbaud • Monday.com CRM

Document Management

For file storage, version control, and easier collaboration across teams.
SharePoint • Google Workspace (Docs, Drive) • Dropbox Business • Confluence • Box • Notion • OnlyOffice • ClickUp docs

Communication & Collaboration

For staying connected, aligned, and productive, wherever your team is.
Microsoft Teams • Slack • Zoom • Google Meet • Loom • Trello • Asana • ClickUp • Basecamp

Learning Management Systems (LMS)

For online training, course scheduling, and building internal capability.
Arlo • Moodle • TalentLMS • Teachable • Kajabi • iQualify • Thinkific • Litmo

Compliance & Risk Management

For managing incidents, audits, and operational risk with less stress.
1Place • Vault • Beakon • Assura • Juno • SiteDocs • SafetyCulture (iAuditor)

HR Management & Payroll

For managing people, payroll, and performance with clarity.
BambooHR • Gusto • Employment Hero • PayHero • Smartly • Deputy • Zoho People • KeyPay • EnableHR

Marketing & Engagement Systems

For email marketing, social media, websites, and audience engagement.

Mailchimp • Campaign Monitor • HubSpot Marketing • ActiveCampaign • Klaviyo • ConvertKit • MailerLite • Canva • Adobe Creative Cloud • Lumen5 • Google Analytics • Meta Business Suite • Google Ads • LinkedIn Campaign Manager • Sprout Social • Buffer • Hootsuite • DashThis • Squarespace • Wix • WordPress • Webflow • Shopify

Our Approach

Step 1: Get to Know You & Your Challenges

First, we take time to understand your organisation, your purpose, challenges, current systems, and where you want to go. We listen to your team's pain points, observe your workflows, and get a feel for your culture. Our goal is to understand not just what's not working, but why it matters.

Step 2: Untangle the
Mess

We’ll map out your current systems and processes, identifying where things get stuck, disconnect, or create unnecessary work. We'll figure out what's worth keeping, what needs tweaking, and what should be completely reimagined.

Step 3: Find Practical Solutions That Fit

Together, we'll explore options that align with your needs and budget. We promise to be direct about what will work and what won't. You'll get clear recommendations with practical next steps that won't require a second mortgage. We’ll make sure you understand the options in plain language, not tech jargon.

Step 4: Make It Happen & Build Your Capability

We don't just implement and disappear. We’ll help your team build confidence with new systems through training, support, and creating resources they'll actually use. Our goal is for your team to feel empowered, not dependent on us.

Step 5: Check In & Tune Up

Systems evolve, and so should your solutions. We'll check in on what's working, make adjustments, and ensure your organisation continues to grow with confidence.

Throughout this journey, our focus is on practical solutions that free your organisation to focus on its purpose, not its paperwork. And we promise to bring a bit of humor along the way, because technology doesn't have to be so serious!