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The great platform systems debate: Standalone or integrated?

by Ellie Leftley April 24, 2025
Business Case
Charity
Education
Healthcare
Membership
Customer Relationship Management (CRM)
Digital transformation
Leadership

Event Archive

Technology spend under scrutiny? Make sure it delivers.

In today’s fundraising environment, non-profits can’t afford systems that add cost but deliver no value. When staff are spending more time on admin than on impact — and donor income is slipping through the cracks — it’s time to rethink the tools you rely on.

This one-hour webinar will help you tackle a crucial question:

Should you stick with standalone systems, or invest in integrated platforms that promise smoother workflows, better data, and stronger fundraising results?

Why attend?

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.

Key takeaways for attendees

  1. 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.
  2. 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.
  3. 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.
  4. The right partner matters
    Learn how TES’s charity-specific expertise ensured St Helena’s systems works for their size, budget, and goals.
  5. 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.

Who should attend?

This session is ideal for stakeholders responsible for shaping or guiding their organisation’s digital strategy. If you’re grounded in organisational objectives and need your tech to support mission delivery, this session is for you.

Roles include:

  • Directors/Heads of Fundraising, Finance, IT, Operations
  • CEOs and COOs
  • Strategy and Transformation leads

About TES – Event Supporter

Total Enterprise Solutions (TES) is a Microsoft partner with a 100% focus on the charity sector. With 20+ years’ experience and over 120 charity clients, TES helps non-profits design and implement long-term digital strategies — not just tactical software fixes. Their expertise spans finance and CRM, with a focus on enabling organisations to work smarter, raise more, and future-proof operations

Speakers:

Alan Perestrello, Managing Director,
Hart Square

Joyce Harmon, Head of Client Services,
Hart Square

Tim Clifton, Associate Director for Digital and Information,
St Helena

Chris Wilson, Nonprofit Technology and Solution Strategist,
TES