Access the Podcast

New technology can promise better reporting, fewer spreadsheets and improved collaboration, but technology alone does not always solve the underlying challenges.

In this conversation, Adam Sheehan is joined by James Lambert and Nicole Hill to explore why implementing new technology does not automatically lead to better reporting, reduced spreadsheet reliance or stronger collaboration. They discuss some of the complexities facing charity finance teams, including restricted funds, disconnected systems and inconsistent processes.

Together, they look at what really drives value from technology: trusted data, strong processes, effective collaboration and working with the right technology partner.

Topics covered:

  • Why new technology alone does not always solve reporting challenges
  • Reducing reliance on spreadsheets
  • The complexities of restricted funds
  • Challenges created by disconnected systems
  • The impact of inconsistent processes
  • The importance of trusted data and strong processes
  • Effective collaboration
  • Choosing the right technology partner

Presented by

Adam Sheehan

CRM Consultancy Team Manager

Nicole Hill

BC Product Specialist

James Lambert

BC Consultancy Team Manager

Get in Touch for a Conversation

Get in touch