Other ways I can help

The Technology & Data Sanity Review is where most engagements start — it gives you a clear picture of where you are. These services help you decide what to do next.

Technology Roadmap

You've had the review. You know what's working and what isn't. Now you need a plan.

A Technology Roadmap turns findings into a prioritised, realistic action plan for the next 12 months. It considers your budget, your team's capacity, and what will make the biggest difference to your operations.

What you get

  • A written roadmap with phased recommendations — what to do first, what can wait
  • Estimated costs for each initiative, including implementation and ongoing
  • A clear explanation of trade-offs and alternatives
  • A summary suitable for presenting to trustees or funders

Who this is for: Charities that have completed a review (or already know their pain points) and want a structured plan before committing to any changes.

£2,000–£4,000

Depending on the number of systems and complexity of your organisation. Agreed upfront as a fixed fee.

Vendor Selection Support

Choosing software is stressful when you don't have technical staff. Vendors are persuasive, demos look impressive, and it's hard to know whether what you're being shown will actually work for your charity.

I help you make that decision with confidence — from defining what you actually need, through to evaluating options and making a recommendation.

What you get

  • A clear requirements document based on how your charity actually operates
  • A shortlist of realistic options — not just the most expensive or most marketed
  • Support during demos — I'll attend with you and ask the questions vendors hope you won't
  • A written recommendation with reasoning, so you can explain the decision to trustees

Who this is for: Charities choosing a CRM, case management system, finance platform, or any significant piece of software. Especially useful when you've already had confusing or contradictory advice from vendors.

£1,500–£3,000

Depending on the complexity of the selection. Agreed upfront as a fixed fee.

Implementation & Build

Most consultants will tell you what to change. I can actually build it.

With over a decade as a hands-on software engineer and technical leader, I don't just write reports — I write code, configure systems, build integrations, and get things working. If your review identifies a problem, I can fix it. If you need a new tool set up properly, I can do that too.

This might look like

  • Configuring and setting up a new CRM, finance system, or case management platform
  • Building integrations between systems that currently don't talk to each other
  • Migrating data from legacy tools or spreadsheets into a new system
  • Setting up automations to eliminate manual data entry
  • Building custom dashboards or reporting tools
  • Fixing, improving, or extending an existing system that's not quite working

Every implementation is scoped as a fixed-price project with clear deliverables. I'll define what will be delivered, how long it will take, and what it will cost — before we start. No open-ended timesheets.

I also make sure your team can maintain whatever I build. Documentation, walkthroughs, and handover are included as standard — because the goal is to make you less dependent on outside help, not more.

Who this is for: Charities that know what needs to change and want someone who can do the technical work properly, without the overhead of a full agency engagement.

£2,000–£10,000

Varies by project. Scoped and agreed upfront as a fixed fee after an initial assessment.

Fractional CTO

Some charities need ongoing technology leadership but can't justify a full-time CTO. A fractional arrangement gives you experienced strategic guidance on a regular basis — typically one or two days per month.

This isn't helpdesk support. It's having someone in your corner who understands your organisation, attends board meetings when needed, manages vendor relationships, and helps your team make better technology decisions over time.

What this looks like

  • Regular check-ins with your CEO or operations lead
  • Technology input for board papers and strategic planning
  • Vendor and contract management
  • Mentoring staff who hold technology responsibilities
  • A sounding board for technology questions as they arise

Who this is for: Charities that have moved past the one-off review stage and want consistent, strategic technology input. Works well for organisations with £1m–£3m income that are growing or going through change.

From £800/month

Based on the level of involvement needed. We'll agree a scope that works for your budget.


I also help with

These are areas where I regularly support charities. If any of them sound relevant, let's have a conversation about what would be useful.

Data & Reporting Review

Many charities collect far more data than they realise — but struggle to turn it into useful information. I help you understand what data you hold, how it flows between systems, where it gets stuck, and whether your reporting actually tells you what you need to know. Often the fix is simpler than you'd expect.

Cyber Security Assessment

A practical, proportionate review of your security posture. Not a 200-page compliance document — a clear assessment of the real risks facing your charity, what you're already doing well, and where the gaps are. Focused on what actually matters for organisations of your size.

Training & Workshops

Sometimes the tools are fine — it's confidence that's missing. I run practical sessions to help your team get more from the technology they already have. This might be making better use of your CRM, understanding data protection basics, or simply getting everyone comfortable with the systems they use every day.

Due Diligence Support

If your charity is merging with another organisation, acquiring a service, or entering a major partnership, understanding the technology landscape on the other side is essential. I provide independent technology due diligence — assessing systems, data, contracts, and risks so you go in with your eyes open.

Not sure what you need?

That's completely normal. Most people start with a conversation — we'll talk through your situation and figure out whether any of this would be useful. No obligation, no pressure.

Not ready to talk yet?

Try the free Tech Health Check

5 minutes to check your charity's tech health