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Selecting the
right Partner

Choosing a new CRM, website or other technology platform is a high-stakes decision. We help you run a clear, confident process that delivers the right result for your organisation, not just the loudest pitch.

We work alongside you to define your requirements, run the procurement, and evaluate options without bias or noise. Our role is to protect your interests, bring structure, and make sure what you buy actually fits.

Selection

Requirements gathering
and future-fit planning

We help you define what you need, what’s possible, and what will genuinely move you forward.

  • Gather input across teams and services
  • Prioritise needs based on value and usability
  • Translate technical needs into clear, vendor-ready language

Output: a requirements pack that reflects your real-world needs, future goals and constraints.

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Partner selection and
procurement support

We guide you through a robust, documented process that leads to the right decision.

  • Set selection criteria and scoring frameworks
  • Manage vendor briefings and Q&A
  • Facilitate demos, scoring and consensus

Output: a clear, auditable decision process that your board can stand behind.

Explore how we help you find your ideal partner

Are you a technology partner? Find out how to work with us

Platform evaluation
and technical insight

We help you look beyond features to understand what systems can really do.

  • Review vendor claims on AI, automation and reporting
  • Assess integration, security and scalability fit
  • Compare strengths against your strategic needs

Output: a confident shortlist and the right questions to ask.

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Types of technology we help select

While CRM and websites are common priorities, we also support clients choosing:

Learning Management Systems (LMS)
Fundraising and donation platforms
Event, ERP and CPD systems
Data and analytics tools
Finance platforms
AI tools and automation enablers
Grant management platforms
CRM and Website

What this looks like in practice

Church Army: From chaos to control

Church Army’s legacy CRM caused chaos with disconnected donations, manual workarounds and scattered data. Hart Square guided them through structured requirements gathering and partner selection to find the right CRM for their dispersed teams.

Results:

  • Streamlined processes
  • 360° contact visibility
  • Automated journeys
  • Successful change management.

Read the full case study


“ For our partner selection panel, I ensured the key businesses and the project delivery team were represented. I wanted them to feel involved in the decision-making process. ”

— Camilla Field, Head of Digital Transformation, Church Army