
Services
Our services fall into distinct areas:
For most of the organisations we support, we seamlessly blend all services to give them a complete solution. Whether you’re working on a GDPR compliance project, defining a digital, IT or data strategy, or going through a systems implementation project, our team of experts will have strategic oversight of your project to ensure that all avenues are considered and accounted for.

Compliance and security
Compliance and security need to be central to all systems and processes. Even the fastest, most streamlined and automated system will fail your organisation if it does not adhere to security and data protection standards.
It is crucial when specifying any system to give consideration to potential pitfalls in compliance. This is why most organisations that choose to work with us ask for a complete solution.
What’s the most effective way to achieve compliance?
This is a difficult question to answer without understanding your unique circumstances. To get started, simply book your no-obligation discovery call with Lisa, now.

GDPR
GDPR can feel overwhelming for most organisations, especially those that are responsible for sensitive data. The legislation is complex and it requires an expert eye to ensure that your organisation is not just compliant, but your systems are robust and your teams are trained to the highest standards.
Our team have extensive experience of:
- Acting as data protection officer or data protection lead
- Acting as a “critical friend” by providing on-demand support in relation to GDPR and privacy compliance
- Data audits
- Data flow mapping
- Gap analysis
- Risk assessments
- Data protection impact assessments
- Writing governance documentation
- Writing and implementing policies, procedures, privacy notices and more
- Delivering GDPR training
- Providing cybersecurity training
We offer three ways to work with us on your GDPR journey.
The first is as a full consultancy service to take you from where you are now to GPDR compliant systems, procedures and processes, including training for your team.

The second is through our GDPR Accountability Programme. This is our flagship training programme that guides you and your team through a GDPR road map. You will get access to training modules that walk you through the steps you need to take, resources including templates, policies and recommended procedures, and our experts will be available to you through live Q&A sessions.
The next session will start in late 2020; to be the first to hear when registration opens, click the link below.

The third is through our critical friend service, where you can tap into our expertise on demand. This service is ideal for any team that want reassurance and ongoing support.
The critical friend service gives you direct 1-2-1 access to our team of experts. Simply log your query with us and we will connect you with the best team member to support you. Support is available by phone, email and video conference.
Ask us about a package to suit your needs today.

Why you need an independent advisory team
We live and work in a fast-paced world. There is a continual push towards embracing the latest technology, adopting new trends and using all the tools at our disposal. But there’s a catch. Most new technology is pursued without first clarifying how it will benefit the organisation and the stakeholders. That can be costly, in terms of both time and money.
To avoid this trap, we use a method built around five simple questions that must be answered before introducing any new system or technology:
- What are we trying to achieve?
- Why do we/our customers need it?
- What is it going to do for the organisation?
- How does that map to our overarching organisational objective?
- What value does it deliver to the business and end users?
For us, this is what a successful digital strategy looks like. By baking this method into a decision-making framework, organisations are empowered to implement faster and reap the rewards more quickly.

Why we use a structured decision-making framework
Many of the not-for-profit organisations we support do not have a structured decision-making framework in place. What does that mean? Put simply; decisions are made on a “here and now” requirement basis, with less consideration given to the broader implications.
My team and I will walk you through commercially tried, tested and trusted methods to bring about results that you wouldn’t even expect.
We will unlock opportunities for you.
Together, we will map out the right solutions for the organisation as a whole, carefully protected in a container of compliance.
To learn how using us as a sounding board will serve your organisation, book your discovery call with Lisa, now.

Strategy first, action second
The golden thread that joins all our services is the philosophy of think, plan, and then act. Through our work with not-for-profits, charities and other large organisations we have proven that this approach saves time, money and stress.
We will help you to bring together your stakeholders to achieve directional consensus and plan your route to success.
Strategy to us is not just about setting out system requirements and following procurement protocols. It is a carefully mapped process of taking you from where you are now to where you really want to be.
Digital strategy includes, but is not limited to:
- Organisational objectives
- The organisational business model
- Compliance
- Operational efficiency
- Robust organisational management and decision-making
- Cost reduction
- Technology that is fit for purpose
- Future planning
- User experience, both internally and externally
- Data governance
To find out how our strategic approach will benefit your organisation, get in touch.

Do you want simple but effective systems?
Yes? Everybody does. We all just want systems that work.
Systems are woven into the fabric of your organisation and their impact can be far-reaching, from the people who use them to the function they serve.
Without addressing the needs of the business, the people you serve and the needs of your team, your systems will never be simple.
You have to face the complexities in your organisation before you can eliminate the intricacies in your systems.

“Unless you strip out the complexities that are inherent in the culture and operations within your organisation, you cannot achieve simple.”
Lisa Goldsmith, Founder
The barrier of complexity
To achieve your organisation’s objectives, you must eliminate complexity. We will help you to do this, so you can have simplified online and offline systems, and achieve streamlined processes that meet the needs of the business and your end users. We even support you to deliver your services in a compliant, secure way.
Are you ready to be challenged?
Conflict is inevitable in any situation of change. My team and I will challenge you to dig deeper, to uncover the obstacles that are preventing you from achieving your goals. We will ask “why?” at every opportunity.
Only by understanding the reason for doing something is it possible to know if the outcome is successful.
Only by embracing conflict can you achieve the best possible outcome.
We will help you to uncover the “why”s and develop consensus from your team on the way forward.
If you’re ready, book your free no-obligation discovery call with Lisa, our founder, now.

A complete end-to-end service
To ensure you get maximum reward from working with us, we don’t just give you a plan and walk away; we’ll be there to support you in:
- Discovery – defining the business problem
- Specifying
- Procuring
- Implementing
- Training your team
- Ongoing business improvement
- Achieving and maintaining compliance.
Get started now, book your discovery call with Lisa.
What technology do we recommend?
Our team are independent when it comes to technology. We have no commercial interests in any of the solutions we present to our clients. The core principles we operate under are integrity and transparency, and that shows in everything we do. The technology stack we recommend will be based only on its ability to fulfil the needs of your organisation.
There is a vast array of technology available for any application. The choice can feel overwhelming. It’s rare to find a system that is a 100% fit for your needs which is why our team have honed their skills in stripping back the requirements, aligning the organisation’s needs to the capabilities of different solutions and finding the most cost-effective, fit-for-purpose solution.
Ask us about the technology solutions we’ve sourced and how they’ve benefited organisations like yours:

A summary of the ways we can help you
We tailor our services to the needs of you and your organisation. Read on for an overview of the ways we can put our skills and experience to work for you.
- Organisational objectives
- Defining your “why”
- Team matrix and operations
- Market research support for
- Customers
- Competitors
- Stakeholders
- Compliance
- Security review
- GDPR audit
- Operations
- Business process mapping (“as is” and “to be”)
- Business process re-engineering
- Digital technology
- Defining digital strategies and implementation road maps
- Systems, applications and platform review
- Security audit
- Independent recommendations
- Identifying automation opportunities
- Defining requirements
- Sourcing and procuring optimal technology
- Implementing solutions
- IT infrastructure
- Defining IT strategies and implementation road maps
- Migrating systems and applications to the cloud
- Decommissioning on-premises servers
- Network and data storage
- Telephones and VOIP solutions
- Automation solutions
- Training and user adoption
- User acceptance testing (UAT)
- System training
- User manual creation
- Team days
Get started now, book your free, no-obligation discovery call.
