Our services

Don’t rely on luck to grow your organisation, seek independent advice and plan your growth effectively

Whether we’re working with you to develop your strategies, taking you on a business process improvement journey, helping you to choose a technology partner, or guiding you through a digital transformation programme, we reduce your risk by ensuring you make the right technology decisions.

Our services are specifically developed to address your CRM and technology challenges.

Business case preparation

Before you embark on your major technology project, we work with you to ensure you know what your options are, what you are in for and are properly prepared.  This helps you to set expectations with your teams and to get their buy-in from the onset.

technology selection

If you’re a non-profit organisation who knows where you want to be but don’t know how to get started, then we can work with you to enhance your ability to connect with your members and stakeholders, and guide you through this transformation.

digital technology strategy

Make your business processes as efficient as possible. We work with you to evaluate your existing processes and identify areas for improvement.  We look at where disparate processes deliver ineffective or inconsistent customer experiences.

We evaluate your systems and provide clear recommendations and an actionable plan on where to invest energy in updating and enhancing your technology.  We then help you to focus on user adoption by identifying areas for training and user documentation.

Hart Square are one of the few truly vendor-agnostic consultancies. We are not tied to any specific technologies, approaches or providers. We make recommendations on the right technology that will empower your teams and future-proof your organisation.

You’ve selected your new technology, but now comes the hard part. Too many technology implementations fail due to poor planning or lack of skilled resources. We ensure that we are aligned with you and that together we work closely with your technology providers to produce clear plans and ensure everyone understands their role.

Technology audit

We will look across all your systems and do a detailed analysis of what’s working, what’s not, and what needs refreshing. We will make recommendations on how your core business systems can help you to deliver your business objectives. We are 100% agnostic in respect of all technologies and solution providers so we will ensure we help you make the right decisions for you.

Business process improvement-large

Based on our research, effective training increases user adoption, secures staff buy-in and empowers your teams to get the most out of your systems. We tailor our courses to suit your teams’ experience and expertise. We make sure that they are up to speed quickly and go away equipped to reap the benefits of your systems.