Systems
What we deliver
A system upgrade is available
We’re big believers in the power of systems. We deliver process optimization and automate common workflows, including:
- Applicant tracking
- Marking assessments
- Sending contracts
- Processing grants
- Booking travel
- Approving payments and expenses
- Task management
We’ve got experience across a range of tools, and generally advocate Airtable and Zapier for their flexibility and legibility.
All systems go
We also recommend purpose-built, off-the-shelf solutions where appropriate. We can help you:
- Determine your requirements
- Scope and compare solutions
- Identify and implement the right system
- Migrate from an older system
- Clean your data
- Onboard users
- Give demos and tutorials
- Write user-friendly documentation
- Improve team-wide adoption
How it works
1. Kick-off
We discuss any sources of friction you have with existing systems. Then, we determine your needs and expectations, including priority features, integrations with other systems, and budget.
2. Implement
We recommend improvements, such as new workflows, automations, or alternative purpose-built platforms. Once we’ve agreed on a path forwards together, we implement an upgraded system designed to preserve your time, attention, and money.
3. Iterate
We demo the upgraded system. We take note of any feedback you might have, then iterate and improve. Finally, we share an intuitive how-to guide to help onboard new users.
Case studies
Our operational audit for the Foresight Institute identified improvements to its application systems for grantmaking, workshops, and seminar groups. Our redesigned grant management system helped free up operational capacity, by consolidating all application and evaluation information in a single database, tailoring views for different users, and automating applicant messages based on their status.
Working with Impact Ops has really streamlined our operations. Their approaches have cut down on unnecessary steps and improved our workflow efficiency.
Related resources
Finance
We provide ongoing financial support to ensure you can manage your project’s finances in an efficient and effective way.
Learn about our finance service →
Focus on your mission
full-time
Interested in maximizing your project’s potential?
We’re on a mission to empower high-impact projects to scale and flourish. We do this by delivering specialist operations services in areas where we have deep experience, including finance, recruitment, and entity setup.
Get in touch →