This session goes beyond theory — it’s grounded in real-world outcomes from St Helena Hospice, an organisation that’s already reaping the benefits of smarter system choices.

You’ll discover how they are moving from manual processes and fragmented donor data to streamlined finance operations and real-time reporting — and how integrating CRM next will empower them to engage supporters better and maximise income.

“A key challenge is not seeing how fundraising events are performing until long after they’ve ended. Real-time reporting will mean we can monitor progress, provide timely support to teams on the ground, and ensure campaigns stay on track — all while giving donors a better, more professional experience.” – Tim Clifton, St Helena Hospice

You’ll also gain insight into their decision-making process — why they chose Microsoft Dynamics for long-term integration, and how they’re working with TES to align tech with their mission and scale confidently for the future.

• The real cost of inefficiency — lost time, lost income, and reputational risk. St Helena’s experience shows how fragmented systems lead to missed Gift Aid and over-contacted donors – change is not an option.
  
  
• How a single system approach will deliver better insight and control — from true P&L reporting for grant compliance to real-time event tracking that supports successful campaigns.
  
  
• Tech investments must support your strategy, not just operations — discover how St Helena is using a single platform-based approach to build a future-proof strategy, not just fix short-term problems.
  
  
• The right partner matters — learn how TES’s charity-specific expertise ensured St Helena’s systems works for their size, budget, and goals.
  
  
• Start with outcomes, not tools — and focus on what your organisation needs to do better. Automation, better data, and empowered staff can be within reach — with the right plan.