Technology & Data Sanity Review

An independent review of your charity's technology and data. Delivered in plain English, with no sales pitch and no ongoing commitment.

Or try the free 5-minute Tech Health Check

Does this sound familiar?

Not sure if your technology is fit for purpose
Concerned about data security but unsure where to start
Need to explain tech to trustees or funders
Juggling tools and spreadsheets that don't connect

Who this is for

Small to mid-sized UK charities that rely on technology and data, but don't have dedicated technical leadership in-house.

You might recognise these situations:

  • You're not sure if your systems are fit for purpose, but you don't know how to find out
  • Reporting feels harder than it should be, and you're spending too much time in spreadsheets
  • You've been offered solutions by vendors, but you're not confident they're right for you
  • A staff change has left you uncertain about what you have or how it all fits together
  • You need to make a decision about technology, but you'd like an independent view first

If you're a trustee, director, or senior member of staff who wants clarity before committing to anything, this review is designed for you.

What you get

A clear, practical assessment delivered in approximately two weeks.

Written Report

A comprehensive summary of your current technology and data landscape, with key observations and practical recommendations.

Plain English

No jargon, no unnecessary technical detail. Written for trustees and senior staff who need clarity, not complexity.

Optional Read-out

An optional presentation session to walk through the findings with your team or board if you'd find that useful.

How it works

1

Initial conversation

We'll have a short call to understand your situation and confirm whether a review would be useful.

2

Scoping

If we proceed, I'll agree a clear scope with you in writing, including what's in and out, and a fixed fee.

3

Review

I'll speak with relevant people, look at systems and documentation, and form a picture of your current position.

4

Report

You receive a written report with findings and recommendations. Optionally, I can present this to your team or board.

Investment

£3,000–£6,000

Depending on the size and complexity of your organisation

For smaller charities with simpler needs, a reduced-scope review may be possible at a lower cost. I can discuss this in our initial conversation.

The fee is agreed upfront. There are no hidden costs, hourly overruns, or pressure to buy more.

What to expect

A Technology & Data Sanity Review is a short, focused piece of work to help your charity understand what you have, what's working, what isn't, and what might actually matter next.

The review is conducted independently. I'm not selling software, implementation services, or ongoing support. My only interest is in giving you an honest, useful assessment.

To be clear about boundaries:

  • This is not implementation. I won't be building, configuring, or migrating anything.
  • This is not ongoing support. The review is a one-off engagement with a clear end point.
  • This is not a software sales pitch. I have no products to sell and no partners to promote.
  • This is not a transformation programme. It's about understanding what you have, not launching something new.

The goal is to give you clarity and confidence to make your own decisions—whether that's doing nothing, making small changes, or pursuing something larger with a provider of your choice.

Who's behind this

I'm Tom, a senior software engineer and technical leader with over a decade of experience working with organisations that rely on technology and data to operate.

Much of my work involves stepping into complex, imperfect systems often built using spreadsheets, off-the-shelf tools, and well-intentioned workarounds to reveal where information is blocked, breaks down, or can be streamlined. In charities, I provide clarity by mapping these flows, reducing manual effort, and making processes more resilient to staff changes.

I'm familiar with charity governance, funding constraints, and trustee oversight. I understand how technology decisions can quietly increase risk or administrative burden if they're not made carefully.

Request a conversation

If this sounds relevant to your situation, I'd be happy to have a short conversation to understand more about your charity and whether a review would be useful.

There's no obligation. The initial call is simply to understand your needs and see if there's a fit.

I typically respond within 2 working days

Not ready to talk yet?

Try the free Tech Health Check

5 minutes to check your charity's tech health