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Doc Society

We worked with the Doc Society to review their current CRM and Grant Management system needs through a series of discovery sessions with key stakeholders. The outputs from these sessions provided detailed insight into the requirements and scope of the project and informed the preparation of a detailed system functionality specification. This documentation was used to identify potential system vendors with a view to the procurement of a suitable CRM/Grants Management solution solution to meet their needs.

We also worked with the Doc Society team to scope out the data protection and management implications of data migration from an existing system into a new CRM and Grants Management system and to help create a data/GDPR policy.