What I offer
Operational Audits & Systems Design
Discover where your team's capacity is actually disappearing. In a 2-hour discovery audit, I map your information flow, identify bottlenecks, and clarify infrastructure gaps. You'll walk away with a clear diagnosis and a roadmap for what comes next, designed specifically for how your team works.
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Workflow Implementation & AI Integration
Good systems need good tools. I help you select, configure, and integrate platforms (project management, CRM, automation, GenAI workflows) that actually fit your team's reality. No unnecessary complexity. Just pragmatic infrastructure—the kind your team will actually use and sustain over time.
Documentation, Training & Systems Sustainability
Systems only work if your team understands them. I build robust documentation, train your people, and create feedback loops so your systems evolve with your needs. My goal is to make myself replaceable through clear processes, you own the systems going forward, not dependent on me.
Experiences
Fundraising Approval System
Replaced chaotic approval cycles with a clear, documented process using work brief templates for upfront scope clarity and full tracking visibility. Accelerated approvals, eliminated duplicate effort, and created a scalable process that grows with the team.
Due Diligence System
Consolidated 150+ scattered donor contacts into a centralised CRM and automated due diligence workflows. Reduced due diligence time from 6 to 2 weeks, ensured zero missed compliance records, and provided real-time visibility into fundraising follow-ups.
CRM Implementation & Fundraising Pipeline Optimisation
Implemented CRM for a fundraising team managing complex donor pipelines across multiple stages. Built custom workflows for prospect tracking, relationship management, and funding follow-up. Created visibility into the entire pipeline so nothing falls through the cracks.
Report Rejuvenation
Transformed manual, outdated reporting processes into automated, real-time dashboards. Shifted the team from guessing about performance to accessing clear, evidence-based data on key metrics. Reports now update without manual intervention, enabling informed decision-making across the organisation.
AI-Assisted CV Screening
Built AI-powered CV screening workflows to eliminate manual sifting through applications. Configured GenAI tools to identify candidates matching key criteria, shortlist automatically, and flag standout applications.
Client Onboarding System
Redesigned a chaotic cross-functional onboarding process by mapping the complete journey, building reusable templates, and configuring Asana for visibility. Cut onboarding time from 8 to 4 weeks, freed 20% of team capacity, and enabled 30+ clients to onboard with full visibility and consistency.
Newsletter Development
Designed and implemented org's inaugural quarterly newsletter programme. Coordinated content strategy, managed GDPR compliance, and created integration workflows between Mailchimp and CRM. Developed reusable processes and approval workflows to support scaling across future quarterly releases.
