Helping for-purpose organisations prepare for business system change
Changing a core system often brings a mix of anticipation and uncertainty - excitement about leaving an underperforming platform behind, alongside concern about getting it right.
The System-Change Readiness Assessment helps business leaders understand how ready they really are before making big decisions about changing an organisation-wide system such as CRM, Finance or HR.
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This free assessment is designed to reduce risk, surface blind spots, and give you practical guidance before you commit time, money or people. If you’re considering a business system change and want to avoid the common pitfalls, this is for you.
The latest from our Impact Program, the survey closes 27 March.
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The System-Change Readiness Assessment is a short, business-led survey followed by a readiness report and guidance from our tech experts.
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It focuses on real-world challenges that often derail system change, such as unclear requirements, poor decision-making, vendor risk, cost overruns and internal misalignment - not just technology.
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This is not a technical audit. It’s a readiness check to help you make better, more confident decisions.
Before you change your system
Increasing expectations around data quality, integration and emerging AI opportunities are prompting organisations to assess whether their current core systems are fit for what comes next.
This assessment helps you:
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Understand what to think about before changing a system
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Identify where your organisation is - and isn’t - ready
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Reduce the risk of costly mistakes
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Feel more confident navigating what can be a daunting process
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The readiness survey closes 27 Mar and takes 10-15 minutes to complete.
Who should take part
This assessment is designed for organisations needing more from a system such as:
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CRM and client management
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Finance and payroll
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HR and people systems
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Membership or service delivery platforms
Best completed by someone who:
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Is accountable for the system in question
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Understands how it supports day-to-day operations
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Is a senior business leader (e.g. Head of HR, Marketing, Operations or Programs)
No technical expertise needed.
What's on offer
Readiness Survey
& Report
Assessments valued at $995 are emailed to eligible participants around 2 weeks after the completion of the survey.
1-Hour Pro Bono Consultation
Selected participants are offered a 1-hour pro bono Q & A session via MS Teams to discuss the assessment.
Interactive Group Workshop
Selected participants can attend a group workshop to share experiences and learn from peers and experts.
Pro Bono Scoped Project
A pro bono scoped project is awarded to 1 eligible participant to put into action some of the findings from the assessment.
With over 20 years of experience serving NFPs and for-purpose organisations, we've developed our tried and tested best-practice framework for systems assessment and management. It's our secret recipe, blending years of experience with the lessons learnt along the way. This framework is a roadmap to success, helping clients navigate smoothly towards their goals.
And it's available to you.
Eligibility
This impact round is available to organisations that...
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Are a registered charity, local government agency, healthcare provider or social enterprise.
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Employ 15 or more permanent staff (full-time or part-time).
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Are actively exploring or planning a system change.
Articles & Case Studies
How NFPs can manage their most vital IT systems & software
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Most not-for-profits rely on dozens of systems , often with core platforms like CRM, HR and finance underperforming. This whitepaper explores how poor system performance creates inefficiency and risk, and outlines practical ways to better govern, manage and leverage technology to support funding, reputation and mission delivery.
System selection for NFPs: Why the best is not always right​
Technology is constantly evolving and improving, and it's important to understand that just because a software platform or system is considered the ‘best’, doesn't necessarily mean it's the right fit for a non-profit or charity.
In this article, we explore what defines ‘right’, and how an NFP can make informed decisions about their digital ecosystem.
Choosing the right system to help a childcare organisation move forward​
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Dog and Bone helped Sparkways, an early years education and care provider, to make an informed decision on the best childcare management system to support their delivery of childcare services, improve efficiencies and communicate with families.