Videos
From Finance Reporting to Strategic Decision-Making: The Changing Role of Finance in Charities
11 minutes | Podcast | On demand
Finance teams are playing an increasingly strategic role within charities, helping organisations move beyond reporting and compliance to support better decision-making. In this conversation, Adam Sheehan is joined by James Lambert and Nicole Hill to discuss how modern finance functions are evolving and the role technology is playing in that transformation.
The discussion explores forecasting, fundraising, resource allocation, service delivery and organisational planning, as well as how Microsoft Dynamics 365 Business Central can help charities gain greater visibility, improve financial processes and provide the insight needed to make informed decisions.
Videos
The Pressure for charities to adopt AI: What’s Driving It and Why It’s a Problem
12 minutes | Podcast | On demand
Join Claire Irving and Steve Cordon as they explore why AI is creating growing pressure for charities and how that can shape technology decisions. From boardroom expectations to fears of being left behind, they look at why organisations should focus on purpose, priorities and impact before pursuing AI initiatives.
Videos
The Supporter Journey Your CRM Isn’t Showing You
10 minutes | Podcast | On demand
Join Adam Sheehan, Jordan Woodward and Adam Wall as they explore why charities often struggle to see the full supporter journey. From disconnected systems and data silos to CRM adoption, they look at how Microsoft Dynamics 365 can help bring supporter information together, improve engagement and build stronger relationships.
Videos
What Actually Drives Value in the Non-profit Sector: Data, Insight and AI
10 minutes | Podcast | On demand
In this discussion, Claire Irving and Steve Cordon explore how charities can move beyond technology hype and focus on what really drives impact. From data and insight to decision-making and AI, they examine why successful organisations start with outcomes rather than technology and how meaningful information can help improve services, increase efficiency and support better decisions.
The conversation also looks at where AI can genuinely add value, why data remains the foundation of organisational success, and how charities can ensure technology investments are delivering measurable outcomes rather than simply adding complexity.
Videos
Why CRM Projects Underperform in Charities: And What Actually Makes Them Work
20 minutes | Podcast | On demand
In this discussion, Adam Sheehan, Adam Wall and Jordan Woodward explore the common challenges that prevent charities from getting the most from their CRM investment. From unrealistic expectations and fragmented supporter data to poor adoption and a lack of trust in systems, they discuss why successful CRM projects rely on people, processes and behaviours as much as technology. The conversation also examines how charities can create a more complete view of supporter engagement and build a CRM that teams genuinely use.
