Digital transformation, digital products and digital strategy for charities

If you know that your non-profit organisation needs to improve its use of digital, but you’re not sure where to start, a digital transformation programme can help.

Digital transformation covers technology and tools, knowledge and skills, collaboration, service design, content strategy, communications, campaigns, fundraising, supporter experience, data and insight, security and leadership.

I have been providing digital transformation consultancy for 15 years, with clients including BBC, WWF, National Housing Federation, Wellbeing of Women, TUI, EDF Energy, and First Capital Connect.

Case study: Wellbeing of Women

I designed and led a three year digital transformation programme for the health charity Wellbeing of Women, between 2021 and 2025, embedding digital strategy into the organisation’s five-year-strategic plan.

Using the NCVO’s Digital Maturity Matrix, we collaboratively set a benchmark and ambitious targets. I used this to identify opportunities for improvement, designing projects to fill gaps. This was repeated annually, to show progress and to inform the next year’s roadmap. Projects I led on included:

  • Digital Knowledge Hubs – regular workshops to upskill and inspire staff across the whole organisation.
  • Strategic measurement framework – defining KPIs that would be used to measure success against the organisation’s five-year strategy, across all departments: research, fundraising, education, and comms & campaigns.
  • Data and insights – analysis of CRM data, website analytics, and social media data to inform comms, fundraising and content strategy.
  • Automating email journeys – developing supporter journeys for donors, campaigners and people with health conditions.
  • Digital mobilisation campaigns for advocacy such as the Menopause Workplace Pledge and “Just a Period”. “Just a Period” won ThirdSector’s Comms Campaign of the Year in 2024 and led to an increase in website traffic of 50%. I delivered the audience and sector research, strategy, and pre-launch project management of the campaign. Alongside website UX improvements which I consulted on, email sign-ups increased by 365% in the three years following the launch of the Menopause Workplace Pledge.
  • Digital products:
    • Website redesign and development – I created the brief and managed agencies and freelancers to improve site UX and accessibility, successfully increasing donation page conversion rate by 292% (from less than 5% to 14%).
    • Period Symptom Checker – co-designed with patients and clinicians, I designed and built this browser-based app to provide education and advice to people suffering period pain and heavy bleeding. This was used 16,000 times within its first 8 weeks.
    • e-learning platform – I commissioned a Moodle website for Wellbeing of Women, and scoped their first e-learning course, which was produced in partnership with NHS England.
    • Live data dashboard – using Looker Studio to pull together data sources from Donorfy, Google Analytics, Facebook, Instagram, Mailchimp and Google Ads to facilitate data-led decision making and responsiveness across non-technical teams.
    • Helpdesk software implementation – to improve supporter experience, internal workflows, accountability, and for auditing purposes.
    • Health Collective map of members – I built a map of member locations using free open-source tools, connected to a cloud-based spreadsheet that staff are able to maintain.

Reference

If you’d like to speak to someone at Wellbeing of Women about my work for them, you can contact their CEO, Janet Lindsay: jlindsay@wellbeingofwomen.org.uk

Images of some of the outputs that I worked on