Your mission deserves better than this
Spreadsheets that don't talk to each other. Volunteers who can't find the right information. Trustees chasing updates by email. Staff spending Friday afternoon on admin that should have taken twenty minutes.
You didn't start a charity to manage systems. But here you are.
We help not-for-profit organisations cut through the operational noise — so your people can spend their time on the work that actually matters.
We understand what you're working with
Limited staff. Volunteers who aren't always available. Trustees who need confidence without being buried in paperwork. Funders who want evidence of impact. And a technology budget that doesn't stretch far.
We've worked with charities, social enterprises, and mission-driven organisations long enough to know that the solution isn't more software. It's making what you already have work properly.
Most not-for-profits already have Microsoft 365. They're just not using it in a way that reflects how they actually operate. That's what we fix.
Does this sound like your organisation?
Important documents live in someone's inbox, a shared drive, and a WhatsApp group simultaneously
Onboarding a new volunteer takes longer than it should because nothing is written down consistently
Your trustees ask for the same information repeatedly because there's no single reliable place to find it
Staff are duplicating work without realising because there's no shared view of what's happening
You know you should be doing more with your data but governance feels overwhelming
None of this is unusual. And none of it is permanent.
What we do
We use Lean thinking and Microsoft 365 to redesign how your organisation works — removing the friction, the duplication, and the unnecessary complexity that drains time and energy.
In practice that might mean:
Simplifying how information is shared — one clear place for documents, decisions, and updates rather than a dozen disconnected channels
Making volunteer coordination manageable — simple, secure onboarding and communication that doesn't depend on one person holding everything in their head
Giving trustees what they need — clean, accessible reporting and document governance so board oversight is straightforward rather than stressful
Reducing the admin burden — removing manual steps, repetitive tasks, and the constant chasing that slows everything down
Supporting compliance without complexity — data retention, permissions, and governance built into how work flows, not bolted on as an afterthought
We don't add new tools. We make the ones you already pay for work the way your organisation actually operates.
Pro bono support for selected organisations
As part of our commitment to a more ethical world, we provide Squarespace website support and Microsoft 365 administration free of charge to a small number of not-for-profit organisations each year.
If you'd like to be considered, get in touch and tell us about your organisation.
A low-risk way to start
M365 Health Check We spend a day reviewing how your organisation currently uses Microsoft 365 — what's working, what isn't, and where you're losing time. You receive a short written report with clear, practical recommendations. No jargon, no obligation to go further.
Copilot Readiness Review Considering Microsoft Copilot or other AI tools? Before you invest, we'll give you an honest assessment of whether your data, governance, and processes are ready — and what needs to happen first.
Most organisations using Microsoft 365 are getting a fraction of what they're paying for. Not because the tools aren't capable, but because the environment was set up quickly, never properly reviewed, and has quietly accumulated problems ever since — duplicate files, inconsistent permissions, unused licences, tools overlapping with each other, and ways of working that made sense at the time but no longer do.
The M365 Health Check gives you a clear, honest picture of where you stand — and a practical starting point for making things better.
Why it matters
Microsoft 365 isn't a static tool. It evolves constantly, and so does the organisation using it. What was set up two or three years ago may no longer reflect how your team works, what your security requirements are, or what Microsoft now makes possible.
Without a periodic review, problems accumulate invisibly. Sensitive documents end up accessible to people who shouldn't see them. Licences are paid for that nobody uses. Teams channels multiply without structure. SharePoint becomes a place where files go but never get found. And the gap between what you're paying for and what you're actually getting quietly widens.
A Health Check stops that drift — and often identifies quick wins that save time and money immediately.
What we look at
We review your Microsoft 365 environment across six areas:
Licensing — are you paying for the right licences, and are they all being used? We identify where you're over-licensed, under-licensed, or paying for capabilities that are duplicated elsewhere.
Security and permissions — who has access to what, and is that appropriate? We check for overly broad permissions, guest access that's no longer needed, and gaps in your basic security configuration.
Information architecture — how is information organised across SharePoint, OneDrive, and Teams? We assess whether your structure supports how people actually work or creates friction and confusion.
Collaboration and communication — are Teams, SharePoint, and the rest of the suite being used consistently and effectively, or has adoption drifted? We identify where tools are underused, duplicated, or working against each other.
Governance and compliance — are retention policies in place? Is sensitive data being handled appropriately? We flag areas where your current setup may create compliance or data governance risk.
Quick wins — we always identify the changes that can make an immediate practical difference, so you leave with actions you can take straight away as well as a longer-term picture.
What you receive
A short, clearly written report — no jargon, no lengthy technical appendices — covering what we found, what it means in practice, and what we'd recommend doing and in what order. Prioritised so you know where to start, with an honest assessment of what's straightforward to fix and what requires more considered planning.
The report is yours to use however you choose — to act on yourself, to brief an internal IT resource, or as the basis for a wider piece of work with us if that's the right next step.
How it works
The Health Check is delivered entirely remotely. We'll need read access to your Microsoft 365 admin centre for the duration of the review — we'll walk you through exactly what that involves and how to set it up safely. No software installation is required on your side, and access can be removed as soon as the review is complete.
The process takes a day of our time. We'll agree a date, complete the review, and deliver the written report within three working days. The whole thing from booking to report typically takes less than two weeks.
There is no obligation to take any further work with us. The Health Check stands entirely on its own.
Who it's for
The M365 Health Check is right for you if:
You've had Microsoft 365 for more than a year and it's never been properly reviewed. You've grown as an organisation and your setup no longer reflects how you work. You're planning a wider technology or process improvement project and want a clear baseline before you start. You've had a staff member leave and you're not confident permissions and access were properly cleaned up. Or you simply want to know whether you're getting value from what you're paying for.
It works equally well for small businesses, charities, and social enterprises — any organisation running Microsoft 365 that wants an honest, independent assessment of where things stand.
Microsoft Copilot is one of the most talked-about tools in the Microsoft 365 suite right now — and with good reason. When it works well, it saves significant time, surfaces information that would otherwise take hours to find, and removes a class of repetitive tasks that drain knowledge workers every day.
The question isn't whether Copilot is worth having. For most organisations, it will be. The question is whether your organisation is ready for it — and that's a question worth answering honestly before you spend the money, not after.
The Copilot Readiness Review gives you a clear, independent assessment of exactly that.
Why readiness matters
Copilot works by reasoning across your organisation's data — your emails, documents, Teams conversations, SharePoint files, calendar, and everything else stored in Microsoft 365. That's what makes it powerful. It's also what makes the state of your environment so important.
In a well-governed Microsoft 365 environment, Copilot is genuinely impressive. It finds things quickly, drafts accurately, and helps people work faster. In an environment where documents are scattered, permissions have drifted, and governance hasn't kept pace with how the organisation has grown, Copilot will work just as confidently — but the answers it gives will only be as good as the information it can find. And occasionally it will surface something it probably shouldn't, because the permissions that were supposed to restrict access were never quite right.
Copilot doesn't create governance problems. It makes existing ones visible — at the moment someone asks a question, which is not the ideal time to discover them.
Getting your environment ready before you deploy isn't a bureaucratic step. It's what separates organisations that get real value from Copilot from those that find it underwhelming or, worse, embarrassing.
What we assess
We review your Microsoft 365 environment across five areas that directly affect how safely and effectively Copilot will work:
Data organisation and findability — is your content stored in a way that Copilot can navigate intelligently? We assess whether your SharePoint and OneDrive structure supports or hinders effective AI-assisted search and retrieval.
Permissions and access control — does the right information reach the right people, and only the right people? We identify where permissions have drifted from what was intended and where sensitive content may be more broadly accessible than it should be.
Data governance and retention — are retention policies in place and working correctly? We check whether outdated, duplicate, or sensitive content is being managed appropriately — or whether it's sitting in your environment waiting to be surfaced at the wrong moment.
Process readiness — Copilot works best when the processes around it are clear and consistent. We assess whether your current ways of working support effective Copilot use, or whether process improvements are needed first to get real value from the tool.
Licence and deployment readiness — do you have the right Microsoft 365 licences for Copilot, and is your tenant configuration ready for deployment? We confirm what's in place and what needs to be resolved before you go live.
What you receive
A clear, jargon-free written report covering what we found across each of the five areas, what it means for your Copilot deployment, and a honest recommendation: whether you're ready to proceed, what needs to happen first if you're not, and in what order we'd suggest tackling it.
The report includes a simple readiness summary — a straightforward assessment of where you stand across each area — so you can see at a glance what's in good shape and what needs attention. No technical jargon, no lengthy appendices. Just a clear picture and a practical next step.
The report is yours to use however you choose — to act on independently, to share with your IT provider, or as the foundation for a deployment project with us if that's the direction you want to go.
How it works
The Copilot Readiness Review is delivered entirely remotely. We'll need read access to your Microsoft 365 admin centre for the duration of the review — we'll walk you through exactly what that involves and how to set it up safely before we begin. No software installation is required on your side, and access can be removed as soon as the review is complete.
The review takes half a day of our time. We'll agree a date, complete the assessment, and deliver the written report within three working days. From booking to report, the whole process typically takes less than two weeks.
There is no obligation to take any further work with us. The review stands entirely on its own — and if the honest answer is that you're not ready yet, you'll know exactly what to do next and why.
Who it's for
The Copilot Readiness Review is right for you if:
You're actively considering Microsoft Copilot and want to know whether now is the right time to deploy. You've already purchased Copilot licences but haven't rolled it out yet and want to make sure you're set up for success. You've started a Copilot deployment and it isn't delivering the value you expected. You're concerned about data governance or permissions in your Microsoft 365 environment and want an independent view before introducing an AI tool. Or you simply want an honest, practical answer to the question "are we ready?" before committing further.
It works equally well for small businesses, charities, and social enterprises — any organisation running Microsoft 365 that is serious about using AI effectively and responsibly.
A note on timing
Microsoft is actively developing Copilot and its capabilities are expanding regularly. The organisations that will get the most from it over the next two to three years are the ones that get their foundations right now — not the ones that deploy quickly and spend the following months managing the consequences.
A day of preparation is a small investment against the cost of getting it wrong.
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Yes. We've worked with charities, social enterprises, and not-for-profits long enough to know that generic IT advice rarely fits. We design around your reality — volunteers, trustees, safeguarding, funding cycles, and all.
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Almost always yes. We focus on process and transformation, not infrastructure. There's rarely any conflict with an existing IT support relationship.
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Yes. We use Teams, SharePoint, and where appropriate Power Platform to build simple, secure ways to onboard, communicate with, and support volunteers — without it all depending on one overworked staff member.
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We build straightforward document libraries and reporting structures so trustees can access what they need, when they need it, without chasing anyone.
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We've designed our entry-point services to be accessible. The Health Check at £350 is a realistic starting point for most organisations, and everything beyond that is scoped and agreed before any work begins.
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Yes. Most of our work is delivered remotely. We're based in Spennymoor, County Durham and work with organisations across the North East and UK-wide.
Ready to give your team their time back?
If your organisation is spending too much energy on administration and not enough on impact, let's talk.
Get in touch for a free 30-minute conversation — no pitch, just an honest look at what's getting in the way and whether we can help.