OUR SERVICES

OUR SERVICES

At Untangled, we offer a range of services designed to simplify your systems, streamline your processes, and help your organisation thrive. Whether you're struggling with outdated technology, cumbersome workflows, or the challenge of digital transformation, We’re here to provide practical, budget-friendly solutions. From conducting thorough systems audits to implementing seamless digital solution and leading change management initiatives, our goal is to make sure your systems work for you, empowering your team and enabling you to focus on what truly matters: your mission.

  • Systems Audit & Strategy

    Systems Audit & Strategy

    I'll assess your current systems, identify pain points, and create a practical roadmap that aligns with your purpose and budget. No more guessing what you need or wasting money on solutions that don't fit.

  • Digital Transformation

    Digital Transformation

    Transform paper-based processes into streamlined digital workflows without breaking the bank. From CRM systems to reporting dashboards, I find and implement affordable solutions that actually work.

  • Process Redesign

    Process Redesign

    Untangle complicated workflows that waste time and frustrate your team. I'll help you create processes that make sense, save time, and support what you're really trying to achieve.

  • Change Management

    Change Management

    New systems fail when people aren't brought along for the journey. I'll help your team embrace change, build their digital confidence, and develop the skills to make transformation stick.

  • Technology Selection & Implementation

    Technology Selection & Implementation

    Overwhelmed by options? I'll help you navigate the tech landscape, compare solutions against your real needs, and implement the right tools, without the corporate price tag.

  • Digital Capability Building

    Digital Capability Building

    Build your organisation's internal capability to manage and evolve your systems. Available as needed or on retainer, I can be your digital Swiss Army knife when you need a hand.

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


My Approach

Step 1: Get to Know You & Your Challenges

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

Step 2: Untangle the
Mess

I'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. I 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. I'll make sure you understand the options in plain language, not tech jargon.

Step 4: Make It Happen & Build Your Capability

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

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

Flexible Ways to Work Together

We know every organisation is different, so we offer a range of engagement models to fit your needs and budget:

  • Project-Based Support
    Tidy, time-bound pieces of work with clear deliverables and handover.

  • Monthly Retainer
    Ongoing, reliable support for teams who want peace of mind and a go-to expert on hand.

  • Training & Capability Building
    One-off or recurring workshops, drop-in sessions, and training resources tailored to your systems and team.

  • Virtual CIO / Digital Advisor
    Need senior strategic input but not a full-time tech lead? We can step in as your fractional digital advisor, bridging the gap between ops, strategy, and systems.

Let’s work together.

Ready to untangle your systems?

Whether you're looking for advice, a systems audit, or help with digital transformation, I’m here to help.

Book a no-obligation kōrero (chat) with me to discuss your needs and explore practical solutions tailored to your organisation. There’s no pressure, just a friendly conversation to see how we can simplify your systems and processes. Fill out the form below, and I’ll get back to you within 48 hours. Let’s untangle the mess, together.