Systems Audit & Strategy

Are your systems creating more problems than they solve?

When systems aren’t aligned or are patched together over time, they can slow your team down, create double-handling, and bury you in unnecessary admin. We help you step back, make sense of the digital chaos, and find a smarter, simpler path forward.

Our Systems Audit & Strategy service gives you a clear picture of what’s working, what’s not, and where to go from here, all tailored to your organisation’s goals, culture, and budget.

What to Expect

  • A comprehensive review of your current ecosystem

    A comprehensive review of your current ecosystem

    We take stock of your digital tools, systems, and processes, looking at how they interact (or don’t), what’s being underused, and where inefficiencies are hiding.

  • Real-world insights from your team

    Real-world insights from your team

    Through interviews or surveys with staff, we get to the heart of your day-to-day challenges, not just what the system should be doing, but how it’s actually experienced by the people using it.

  • A prioritised roadmap

    A prioritised roadmap

    We don’t just hand over a report and walk away. You’ll get a clear, step-by-step action plan outlining what to tackle first, what can wait, and what success looks like at each stage.

  • Gap analysis and improvement opportunities

    Gap analysis and improvement opportunities

    We identify where your tools are overlapping, underperforming, or missing entirely, and highlight opportunities to streamline, automate, or consolidate.

  • Clear, practical recommendations

    Clear, practical recommendations

    You’ll get a set of actionable recommendations that balance effectiveness with affordability, no gold-plated solutions or unnecessary subscriptions.

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!