Admin, Ops & Finance Community / IT

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

187 posts

IT
New
This question is from a member of our community that wishes to remain anonymous: We are in the process of updating our business continuity plan to cover cyber incidents and I'm looking for some guid...
Ocean King
A bit mundane but can anyone recommend a provider for a SIM only contract for a CIC?
Roger Lee
Hi, My organisation is looking to redevelop our website with very limited resources. Are there any organisations or networks that provide access to companies that support charities with free services...
Julian Dawydiak
Hello, I run a leadership company for the third sector and we are expanding.  We are using a range of different platforms at the moment (hubspot/mail chimp/ canva/typeform) and we want to move to one...
Kate Chester
Do most small charities have Cyber Security Insurance? It seems quite a high cost in proportion to our other insurance costs but would it be foolish to not have cover?!
Sarah Clements
A young arts organisation has basic computer software for office and accounting. Given that as it grows it will need to: -  Have more sophisticated support, for cybersecurity, -  Be seen to be respon...
Genevieve Hibbs
Hi,  Does anyone have any experience of integrating Xero with Salesforce to record donations?   Looking for recommendations for apps and ease of implementation!
A CharityConnect User
Hi Can anyone recommend a good website designer/developer who can help small charities with their websites? In some cases it will be to build a basic one from scratch, but in most it will be to make...
Vikki Robinson
Can anyone help us please? We have used the 'Donation Manager' free charity database for some years. There must be many other charity users out there as they claim to have 14,000 charities on the pla...
Robert McClements
Hi all, Does anyone have any reccomendations on CRM software? I am looking for an integrated system if and where possible and in a perfect world, something that either includes or is compatible with...
Joe Graham
Hello everyone! 👋  I've developed a strong passion for leveraging technology to enhance our impact. If you have any questions or are curious about how AI and Chat GPT can play a transformative role...
Bob Snarey
Hi all We are starting to look at how we store the institutional knowledge in the organisation. This is so that anyone can access information on any previous policy, research papers or understand the...
Adrian Lance
Hi everyone, I'm hoping someone might be able to recommend a very good case management system that's specifically designed for managing support cases where the clients are victims or survivors of hon...
Matt Mahmood-Ogston
Which are the top most IT services sought after by charities that can be done remotely?
AKM Ismail
Hello.  I wonder if anyone could advise me on the easiest (and cheapest) way to conduct PAT testing?  We are a small charity, home working and spread geographically! The costs of our laptops/printers...
Joe Bailey
Hello, I've looked through this site and can't quite find an answer to my question. We are a dog rescue trust and have a lovely website. We sell a few breed relevant products through eBay but we have...
Amanda House
How do people handle data processing agreements with small, sometimes one-person, suppliers? Do you use a standard 'template' style contract? The person who dealt with GDPR in our organisation left a...
Marc Knox
Hi all, We are currently looking into donor segmentation and for a nice way to process this.  Our CRM system is compatible with Amazon Quicksight. I have done a bit of research into it but was lookin...
Charlotte Hamer
We're setting up a new organisation from scratch (it's an umbrella collective representing groups involved in community-led retrofit and building improvement in Edinburgh). We have 0.3FTE of Project...
Mick Patrick
Any recommendations for membership software for a small charity?
Mary Foley
I have asked this before but might be worth asking again.  We need a package that would handle a car transport activity  using volunteer drivers, on a daily basis, taking people to hospital/GPs/etc....
Peter Robson
Hi, Has anyone got any experience of using Infoodle for collecting data for Gift Aid, or used anything like this? Thank you
Hannah Fineman
I can see that this question has been asked before but can't see any recent threads!    I'm looking for recommendations of companies to assist in a building a charity website. We are looking for some...
Jane Foy
We run a car transport service for older people with 500 clients and 50 volunteers. We need to record details of drivers, clients, journeys, reimbursement to drivers and donations by clients. Also ru...
Peter Robson
Hi everyone! We're considering investing in some website improvement tools and are looking at Site Improve and Monsido. Essentially these would help us monitor and maintain website health in areas su...
Bryony Ashcroft
Can anyone recommend any website development groups? Cheaper-for-charities, charity-focused, anything like that?
Denise Colbert
Hello, we are moving to a new system for grading roles via Croner and wondered if any organisations currently use this system?  Many thanks  Lisa
Lisa Harle-Ward
Hi guys! I recently bumped into some fundraisers for another charitable organisation who were using iPads and software to sign donors up to their lottery programme. We are still using paper sign-ups,...
Fiona Harris-Hunt
Happy New Year.  I was wondering if you could help guide or advise us regarding a cloud based document storage solution for board papers and documents please.  We have been focusing on good governanc...
Sarah O'Neill
Hello friendly people, One of the services our organisation offers is running youth events and camps in UK. Currently, we are looking for an all-in-one online solution that can cover most aspects, su...
Gary Naseby
{{item.Title}}
{{item.ContentSummary}}
{{item.CreatedByUser.UserProfile.FullName}} {{item.LastRepliedByUser.UserProfile.FullName}} replied {{item.LastCommentDateCreatedToBeDisplayed}}
Nothing to see here! Didn’t find what you were looking for? Try a different search term That’s all folks!