Information Attribution & Optimisation

THE CHALLENGE

Most organisations have more data than they realise and almost none of the insight they need.

The information is there — in your email lists, your donation records, your spreadsheets, your paper forms. The problem is that it's fragmented, inconsistent, and impossible to act on without spending hours you don't have.

• Data in too many places

  Supporter records in spreadsheets. Donations in a separate system. Event attendees in email. Communications in another inbox. No single source of truth, no accurate picture.

• No attribution clarity

  You don't know which campaigns, channels, or touch-points actually drive donations. Without attribution data, you can't invest in what works or stop spending on what doesn't.

• GDPR uncertainty

  Most databases are a compliance risk. Expired consents, unclear processing purposes, no suppression lists. A single data breach can cost you fines, reputation, and supporter trust.

• Attrition goes unnoticed

  Supporters lapse quietly. Volunteers drift away. Without proactive analytics and automated re-engagement triggers, you only notice when it's too late to act.

• Gift Aid left on the table

  UK charities leave £1.5bn in unclaimed Gift Aid every year, not because donors aren't eligible, but because organisations lack the systems and processes to capture and submit it correctly.

• Manual board reporting

  Your treasurer and trustees need accurate KPIs, but producing a report takes hours of manual data pulling. Real-time dashboards should replace that entirely.

WHAT WE DELIVER

Clean data. Connected systems. Decisions backed by evidence, not gut instinct.

• 01

  CRM Implementation & Configuration

  Salesforce NPSP, our custom React Native CRM, or the right platform for your size and budget, properly configured around your processes, not the other way around.

• 02

  Data Audit & Migration

  We clean, deduplicate, and structure your existing data before migrating it, so you move to a new system with a clean, reliable, usable database, not the same mess in a new tool.

• 03

  Gift Aid Management

  End-to-end Gift Aid setup, declaration capture, eligibility management, HMRC submission, and reporting. We make sure every eligible pound is reclaimed, every year.

• 04

  GDPR & Consent Management

  A full compliance audit, consent framework implementation, suppression list management, and ongoing GDPR monitoring.

• 05

  Donor Attribution & Analytics

  UTM tracking, campaign attribution, channel performance dashboards, so you know exactly which activities drive income.

• 06

  Board & Impact Reporting

  Automated reports for trustees, funders, and leadership. Real-time KPI dashboards and grant reporting templates built into your systems.