Case study: Sharper data and stronger systems for a UK hearing health charity
The challenge
The charity wanted a clear picture of its digital estate—especially CRM, data governance, security and core systems—to reduce risk, improve efficiency and set priorities for future change.
Our approach
Listen and map: Staff and supplier interviews to understand needs, pain points and current ways of working.
Assess the stack: System analysis across CRM, data flows and collaboration tools; review of controls and practices.
Surface risk and effort: Structured risk assessment to highlight where issues were most likely and most impactful.
Make it actionable: A concise report setting out findings, priority recommendations and a realistic sequence of actions.
Results / outcomes
Practical roadmap: Clear steps to strengthen cyber resilience, replace the CRM and streamline data processes.
Better collaboration: Recommendations to improve everyday tools and ways of working.
Stronger governance: Actions to tighten data ownership, consent and retention.
Ready for change: A foundation for future transformation focused on efficiency, security and a more user-friendly digital environment.
What we delivered
Technology review and audit report (findings, risks, priorities)
Risk register with likelihood/impact and mitigation actions
CRM replacement recommendation and next-step options
Data governance improvement plan
Cyber security actions and phasing
High-level roadmap with sequencing, owners and indicative effort