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Case study · Charity · National

One record of every school, site and volunteer, for a charity that had outgrown its spreadsheets.

A national environmental charity runs award programmes, volunteering and environmental work on disconnected tools and spreadsheets. Scout was appointed to lead its digital change: discovery with every team, then a shared data foundation and a single award lifecycle first, with each programme configured on top, bilingual throughout.

The figures

What the engagement delivered, in numbers.

Tens of thousands

Of volunteers a year and hundreds of local groups, with no shared record of who they are or what they have been told.

5,000

Spreadsheet entries a year typed up by 22 officers, then re-shaped by hand for seven or eight funders every quarter.

1

Shared data model and award engine, so a school, site or contact is recorded once and used by every programme.

First award system

The most at-risk programme moved ahead of its external deadline, with a new early-years programme in the same launch.

How the engagement ran
01
Where they started

A capable organisation on disconnected tools.

Contact data in Excel, split by locality and duplicated across teams. No common way to identify a school, site or organisation across programmes, so the same school appeared in every system with no shared reference. Officers capturing data in the field, then re-keying it at a desk. Award systems at end of life and at risk, with hard external deadlines against them.

What this shows

What this shows

The decisive question was whether to build the shared foundation first or assemble the system programme by programme and retrofit the joins.

Discovery that listens to every team finds the one architectural point that matters, here a shared identity for every school, site and contact, and the business risks that should drive the order of work.

A not-for-profit, relationship-led organisation needs a system built around relationships and outcomes, not a sales pipeline.

“We knew our data was in too many places; what we didn’t have was anyone telling us which problem to fix first. The discovery listened to every team and came back with one answer, one record for every school, site and person and a single way of running an award, and a sequence that dealt with the programme at most risk before its deadline.”

Director

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