Make your charity or educational institution operate smarter
Flow Strategies provides practical operational support that simplifies data and processes, so you can focus on your mission and achieve greater impact.
Your mission matters too much to be held back by messy systems
Whether you’re providing vital community services, advancing education, or tackling global challenges, you pour your heart into your mission.
But without a clear strategy and effective systems in place, it’s easy to miss out on funding opportunities and operate below potential.
Valuable hours are lost wrestling with spreadsheets instead of serving beneficiaries. Team members feel overwhelmed by manual processes and uncertain about making technology decisions.
Most charities and universities struggle with these issues. You’re not alone and we are here to help.
We’re here to make things easier
Organisations that work with us spend less time on administration and more time on impact. Their teams work efficiently with clear processes, supported by sustainable foundations that amplify their impact.
Data management
CRM implementation & migration, database health checks, system optimisation, interim support
Fundraising
Grant writing, case for support development, pipeline building, programme setup
Operations
Process development, policy creation, team training, system reviews
We speak human, not tech
At Flow Strategies, we know you want to build stronger foundations for growth. In order to do that, you need to better utilise existing data and streamline your operations. The problem is, everything takes so much time and you lack the technical expertise to make this happen.
With 12 years experience in the sector, we know how frustrating it is when confusing data or messy processes keep you from focusing on your mission. That is why we’re here to help you develop a strong pipeline and fundraising strategy.
No cookie-cutter solutions or corporate complexity – just practical, personalised support from experts who understand your challenges. We take time to understand your specific needs and create solutions that work for your team, your budget, and your goals.
Who we work with
Small charities
We help build solid foundations with systems and processes that make day-to-day operations smoother and fundraising more effective.
Medium-sized charities
We refine existing systems and processes, strengthen fundraising pipelines, and provide interim support to keep momentum going.
Universities
CRM implementation and migration, database health checks, system optimisation, interim support.
Assess, Plan, Implement, Succeed – the Flow process
We’ve developed a straightforward approach that transforms operational chaos into clarity.
Assess
We conduct a thorough review of your operations, including CRM diagnostics, database health checks, and fundraising audits to identify strengths, weaknesses, and opportunities for growth. This could include interim support to stabilise your systems while we assess fundraising pipelines, bid performance, and donor engagement.
Plan
Using insights from the assessment, we design a practical roadmap tailored to your organisation. This covers system upgrades, workflow improvements, and a fundraising strategy to fit your resources and timeline—whether that’s diversifying income streams or streamlining donor management.
Implement
We turn plans into action with expert CRM implementation, data migrations, and system optimisation. Our team also supports bid writing, funding applications, and the development of fundraising materials. We ensure your team is confident and capable through training in both systems and fundraising best practices.
Succeed
We help you sustain success by offering ongoing support for system management, fundraising strategy, and donor stewardship. Interim support is available to manage your fundraising operations or CRM during transitions, keeping everything running smoothly as your organisation grows.
Our clients say
“The only way to describe Paula’s impact is that it has been quite simply transformative. Her depth of insight into the needs of a fast-paced fundraising office means that she not only knows the solutions to the trickiest challenges but usually anticipates the questions before we have even thought of them.”
“There is no way we had the expertise or time in-house to do this as a small charity. Being able to access Paula’s skills and experience at such an accessible, justifiable rate has been invaluable.”
"Her assessment of our strengths and challenges was spot on and her clear and detailed plan of action very helpful in guiding us towards some easy wins, as well as tackling the more difficult tasks in a way that we as a start-up charity can manage.
We feel less daunted by the challenge of fundraising and have much better insight into our own capabilities and how we should target grant proposals."
Ready to make your systems work better for you?
Book a discovery call to discuss how we can help streamline your operations and enhance your impact.