Technology Selection & Implementation

Overwhelmed by options? You’re not alone.

From CRMs to project boards, email tools to HR systems, the digital marketplace is bursting with “must-have” platforms. But more tech doesn’t always mean better outcomes. That’s where we come in.

At Untangled, we cut through the noise to help you choose the right tools for your team, your budget, and your future, not just what’s trendy or over-engineered. Then, we stick around to help you implement them in a way that actually works for your people.

We make sure the tools you choose support your mahi, not slow it down.

How we Can Help

  • Requirements Gathering with Real Users

    Requirements Gathering with Real Users

    We start by understanding what you actually need. Through kōrero with your team, we map out current pain points, what’s working, and what’s missing, so we don’t solve the wrong problem.

  • Research & Solution Evaluation

    Research & Solution Evaluation

    We scan the market and shortlist systems that match your needs, focusing on usability, scalability, and affordability. You’ll get plain-English comparisons, not tech jargon.

  • Cost-Benefit Analysis

    Cost-Benefit Analysis

    We help you weigh your options realistically, looking at costs, implementation time, internal capacity, and long-term value. No hidden costs. No “gotcha” upgrades.

  • User Acceptance Testing & Refinement

    User Acceptance Testing & Refinement

    Before you go live, we test things with real users to catch friction early and make small tweaks that have a big impact.

  • Integration with Existing Systems

    Integration with Existing Systems

    Where possible, we connect your new system to the ones you already use, reducing double-handling and making life easier for your team.

  • Implementation Planning & Delivery

    Implementation Planning & Delivery

    Once you’ve chosen the right tool, we support or lead the setup, including system configuration, user onboarding, documentation, and testing.

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.

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!