Category: Case Studies

  • Charity coaching

    Background:A community foundation charity, dedicated to supporting local initiatives and projects, recognised the need to embrace digital transformation to enhance its operations, streamline processes, and better serve its community stakeholders. With a commitment to maximising impact and efficiency, the charity sought comprehensive recommendations to digitise key aspects of its operations, including its website, grant applications,…

  • Wildlife Trust – customer journey mapping

    Background:The Wildlife Trust, dedicated to conserving and protecting wildlife habitats and species, recognised the importance of leveraging digital tools and automation to enhance customer experience and engagement. With a mission to inspire, educate, and mobilise supporters, the Wildlife Trust aimed to utilise technology to streamline communication, personalise interactions, and drive meaningful conservation efforts. Objectives: Implementation:…

  • Fund management system

    Background A community charity fund that had been around for over 30 years had a fund managing over £12m. They had a system built by an IT company (who said they could do it), but it was just not fit for purpose. coupled with that was a poor website with a hand built CMS that…

  • High end drinks ecommerce strategy

    Project Overview:A high-end drinks e-commerce platform sought to enhance its user experience and streamline its operations by implementing an intelligent wine and spirits search facility using AI technology. The project aimed to improve customer satisfaction, increase sales, and solidify the company’s position in the competitive market. Additionally, the project included finding a suitable delivery partner…

  • Digital Agency; proposal and project management

    Situation:A Leeds agency with 10 staff members approached me for a review of their in-house project management and proposal methodology. They identified several core issues: Approach:To address these issues, I conducted extensive discussions with the agency owner and confidential conversations with key team leaders. This allowed them to gain perspective on the issues and understand…

  • Leeds agency audit

    A distressed agency not knowing what to do next; how to grow, manage projects better etc. A Leeds agency contracted me to do a full review of their organisation (8 team members) that had found itself in a rut; projects not being thought through, apathy towards clients. This resulted in the agency becoming stagnant and…

  • Devon Wildlife Trust – digital review

    Situation Devon Wildlife Trust approached me following a digital review that had been carried out by a third party. The initial review report was a single page and gave DWT no actions or information. They needed to get a better understanding of how the current digital tools could work efficiently across the organisation. Following a…

  • Conveyancing lawyers – strategy

    Background Top specialist conveyancing lawyer realised their online real estate was not performing as they wanted it to. The internal team were fielding too many enquiries that were not relevant to the services provided. Project I was approached to review their current website, paid ad campaigns, and social media channels and produce a strategic digital…

  • Lawyers – digital strategy

    What was needed: A national lawyer company asked me to review their full digital footprint – website, paid , social media. They had had the same website for over 5 years, with very little change apart from news items. To help with PPC conversion they had built separate external landing pages with no connection to…

  • Care home charity – digital strategy

    What was needed: A multidisciplinary care home charity serving a large local community needed assistance with their online estate. Following a complete IT update during the pandemic the team then turned to the website and marketing. The old website was very dated, not very engaging and running on old versions of WordPress – and could…

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