Osiris / Charity / Digital Transformation
Digital Transformation

Transform how you deliver, not what you deliver.

Digital transformation for charities that starts with your mission and works backwards to the technology. Automate administration, improve fundraising, and extend your reach through digital services.

Automating Charity Administration
01 -- Process Automation

Automating Charity Administration

Charities spend disproportionate time on administrative tasks that could be automated -- expense approvals, volunteer scheduling, report generation, data entry between systems, and communication workflows. Every hour spent on admin is an hour not spent on your mission.

We identify the highest-impact automation opportunities in your organisation and implement them using tools your team already has or can access affordably. Power Automate, Forms, and simple integrations can transform daily operations without expensive custom development.

Process mapping to identify automation opportunities
Microsoft Power Automate workflow implementation
Form-based data collection replacing paper processes
Automated reporting and dashboard creation
Email and notification workflow automation
Staff training on maintaining automated processes
Talk to us about Automating Charity Administration
02 -- CRM Implementation

CRM for Charities

Spreadsheets do not scale. When your donor records, beneficiary data, volunteer contacts, and event attendees live in separate files maintained by different people, you lose visibility, duplicate effort, and risk data breaches.

A charity CRM brings everything together -- relationships, communications, donations, outcomes, and reporting in one place. We help charities select, implement, and adopt CRM platforms that fit their size, budget, and complexity.

CRM selection based on charity size and requirements
Data migration from spreadsheets and legacy systems
Donor management and fundraising pipeline setup
Beneficiary outcome tracking configuration
Integration with email marketing and finance systems
Staff training and adoption support
Talk to us about CRM for Charities
CRM for Charities
Online Fundraising & Digital Giving
03 -- Online Fundraising

Online Fundraising & Digital Giving

Digital fundraising is no longer supplementary -- for many charities it is the primary income channel. But setting up online donation pages, recurring giving, Gift Aid automation, and campaign tracking requires technical configuration alongside fundraising expertise.

We handle the technology side: payment platform integration, donation page setup, Gift Aid API connections, and analytics so you can see which campaigns are performing. Your fundraising team focuses on the messaging; we make sure the technology works.

Online donation platform setup and configuration
Recurring giving and direct debit integration
Gift Aid automation and HMRC submission
Campaign tracking and analytics dashboards
Integration with CRM and finance systems
Mobile-optimised donation journeys
Talk to us about Online Fundraising & Digital Giving
04 -- Digital Service Delivery

Digital Service Delivery

The pandemic accelerated a shift that was already underway: beneficiaries expect to access services digitally. Online referral forms, virtual appointments, self-service portals, and digital resources extend your reach and reduce barriers to access.

We help charities design and implement digital service channels that complement face-to-face delivery. The goal is not to replace human contact but to make services more accessible -- particularly for beneficiaries in rural areas, those with mobility challenges, or those who prefer digital interaction.

Online referral and intake form design
Virtual appointment and video calling setup
Self-service portals for beneficiaries
Digital resource libraries and knowledge bases
Accessibility compliance and testing
Usage analytics and service improvement data
Talk to us about Digital Service Delivery
Digital Service Delivery
Digital Inclusion
05 -- Digital Inclusion

Digital Inclusion

Digital transformation only works if your staff, volunteers, and beneficiaries can actually use the technology. Digital exclusion -- whether through lack of skills, confidence, devices, or connectivity -- undermines every digital initiative if it is not addressed.

We support charities in building digital inclusion into their transformation plans. From assessing digital skills gaps in your team to advising on device lending schemes and accessible design, we ensure technology serves everyone.

Staff and volunteer digital skills assessment
Tailored training programmes for different skill levels
Device lending and recycling scheme guidance
Accessible design principles for digital services
Connectivity solutions for remote and rural beneficiaries
Digital inclusion strategy and policy development
Talk to us about Digital Inclusion

Digital transformation does not require a massive budget.

Book a free digital review. We will identify quick wins and longer-term opportunities that fit your charity's size, budget, and ambition.

Book a Free Digital Review