Guided shortlist
Find suitable starting points
Answer a few practical questions. This is not a ranking: it only returns three to five profiles when the recorded evidence supports that starting point.
Your starting points
Profiles to investigate first
Practical decision pack
Take this into your next meeting
Requirements worksheet
Supplier question pack
Four-week trial plan
- Week 1: Agree one real workflow, its owner and what success looks like.
- Week 2: Use safe sample data with the people who will do the ordinary work.
- Week 3: Test permissions, reporting, exports and the relevant finance or Gift Aid path.
- Week 4: Review what worked, what took extra effort and what still needs supplier confirmation.
Trustee or elder decision summary
No evidence-backed shortlist yet
Try relaxing one requirement, or verify it directly with suppliers before making it a deciding condition. The tool will not silently widen your requirements.