[{"data":1,"prerenderedAt":1597},["ShallowReactive",2],{"home-case-studies":3},[4,154,430,595,748,844,948,1165,1298,1394],{"id":5,"title":6,"about":7,"before":8,"body":9,"client":103,"clientRole":104,"comparison":105,"date":105,"description":106,"draft":107,"extension":108,"featured":107,"figures":109,"group":119,"headline":120,"highlight":121,"image":122,"imageAlt":123,"imageCaption":124,"location":125,"logo":126,"meta":127,"navigation":128,"order":129,"ourRole":130,"path":131,"quote":132,"result":138,"sector":139,"seo":140,"size":141,"stem":142,"summary":143,"technology":144,"website":90,"whatWeDid":152,"__hash__":153},"caseStudies\u002Fcase-studies\u002Ffirst-ascent-group.md","How First Ascent Group brought every department into one system","Science-led leadership and organisational development","Dozens of bespoke leadership programmes run without one central home, with details at risk of being dropped between the team and its clients.",{"type":10,"value":11,"toc":95},"minimark",[12,17,21,25,28,37,41,44,48,77,84],[13,14,16],"h2",{"id":15},"about-first-ascent-group","About First Ascent Group",[18,19,20],"p",{},"First Ascent Group is a science-led consultancy in Cambridge. It designs bespoke programmes that tackle individual, team and organisational challenges, drawing on contemporary brain science, psychology and social analytics.",[13,22,24],{"id":23},"the-challenge","The challenge",[18,26,27],{},"Curating and delivering dozens of bespoke programmes means delegating many tasks, keeping clients informed and paying close attention to detail. Without one central system, the strain was starting to show.",[29,30,31,34],"blockquote",{},[18,32,33],{},"“Managing the fine details to ensure effective outcomes and client satisfaction is our biggest challenge.”",[18,35,36],{},"Kylie Seaman, Business Development Manager, First Ascent Group",[13,38,40],{"id":39},"our-approach","Our approach",[18,42,43],{},"Our work with First Ascent Group began in 2017 with a bespoke CRM, its first step towards digitising how it works, which the team came to call its “operational bible”. When Kinabase launched, the team took the chance to go further and bring everything into one system.",[13,45,47],{"id":46},"the-impact","The impact",[49,50,51,59,65,71],"ul",{},[52,53,54,58],"li",{},[55,56,57],"strong",{},"One system for every department:"," operations, project management, marketing, finance and business development",[52,60,61,64],{},[55,62,63],{},"Time saved:"," automations streamline planning across the team",[52,66,67,70],{},[55,68,69],{},"Clearer decisions:"," reporting gives a clear view of programmes and KPIs",[52,72,73,76],{},[55,74,75],{},"Easy onboarding:"," new team members pick it up quickly",[29,78,79,82],{},[18,80,81],{},"“Automation has been a huge benefit. It has saved time across the team and streamlined processes.”",[18,83,36],{},[18,85,86,87,94],{},"To find out more about First Ascent Group, visit the ",[88,89,93],"a",{"href":90,"rel":91},"https:\u002F\u002Fwww.firstascentgroup.com\u002F",[92],"nofollow","First Ascent Group website",".",{"title":96,"searchDepth":97,"depth":97,"links":98},"",2,[99,100,101,102],{"id":15,"depth":97,"text":16},{"id":23,"depth":97,"text":24},{"id":39,"depth":97,"text":40},{"id":46,"depth":97,"text":47},"First Ascent Group","The team shaped its own workflows in Kinabase, from programme delivery to invoicing and KPIs.",null,"How First Ascent Group, a science-led leadership consultancy in Cambridge, moved programme delivery, finance, marketing and business development into one system, building on the CRM we first built for them in 2017.",false,"md",[110,113,116],{"value":111,"label":112},5,"departments working from one system",{"value":114,"label":115},"100%","centralised visibility of programmes and KPIs",{"value":117,"label":118},"Since 2017","working together, from a bespoke CRM to Kinabase","professional","All five departments now run on one system, with automations taking over the planning work.","All five departments now run on one system","\u002Fimages\u002Fcase-studies\u002Ffirst-ascent-group.jpg","The First Ascent Group team, photographed from above, looking up at the camera in their office.","The First Ascent Group team.","Cambridge","\u002Flogos\u002Ffirst-ascent-group.png",{},true,1,"We built the original CRM in 2017, and support the system the team now runs in Kinabase.","\u002Fcase-studies\u002Ffirst-ascent-group",{"short":133,"also":134,"text":135,"name":136,"role":137},"Using Kinabase ensures we’re not dropping the multiple balls we’re juggling.","They are problem solvers who keep their clients’ requirements at the forefront of everything they do.","My recommendation would be twofold – the technology itself and the partnership approach of the team behind it. I can’t compliment the team enough. They are problem solvers who keep their clients’ requirements at the forefront of everything they do.","Kylie Seaman","Business Development Manager, First Ascent Group","Operations, project management, marketing, finance and business development all work from one system, and automations save time across the team.","Leadership consultancy",{"title":6,"description":106},"10–20 people","case-studies\u002Ffirst-ascent-group","Programme delivery, tasks, marketing, invoicing and KPIs in one place, building on the CRM we first built for them in 2017.",[145,146,147,148,149,150,151],"Kinabase","CRM","Project management","Task management","Finance","Automations","Reporting","Started with a bespoke CRM in 2017, which the team called its “operational bible”, then moved every workflow into Kinabase, with automations and reporting.","cwzbYTmfZXpOqb97-ygQysV6IxqizsxzwT1knAo6vKA",{"id":155,"title":156,"about":157,"before":158,"body":159,"client":388,"clientRole":389,"comparison":105,"date":105,"description":390,"draft":107,"extension":108,"featured":107,"figures":391,"group":401,"headline":402,"highlight":403,"image":404,"imageAlt":405,"imageCaption":105,"location":406,"logo":407,"meta":408,"navigation":128,"order":97,"ourRole":409,"path":410,"quote":411,"result":416,"sector":417,"seo":418,"size":419,"stem":420,"summary":421,"technology":422,"website":370,"whatWeDid":428,"__hash__":429},"caseStudies\u002Fcase-studies\u002Fcap-air-systems.md","How Cap Air Systems is replacing paper and ageing systems with one platform","Contract electronics manufacturing","Paper, plus Sage and a manufacturing add-on that couldn’t keep up with the volume of stock movements. Nobody fully trusted the numbers, and a bespoke ERP had been quoted at around £60,000.",{"type":10,"value":160,"toc":380},[161,165,168,171,173,176,184,187,191,217,221,224,231,234,241,244,248,251,283,291,295,315,318,332,335,355,358,365],[13,162,164],{"id":163},"about-cap-air-systems","About Cap Air Systems",[18,166,167],{},"Cap Air Systems is an electronics manufacturing partner in St Ives, just outside Cambridge, in the middle of the region’s technology and medical technology cluster. The team assembles printed circuit boards, makes cable and wiring harnesses, and delivers fully assembled and tested products.",[18,169,170],{},"It supports customers from the first design, with design-for-manufacture advice and help choosing and sourcing materials, through to full production runs, all under one roof.",[13,172,24],{"id":23},[18,174,175],{},"Cap Air Systems ran on paper and two pieces of ageing software: Sage, and a manufacturing add-on. Neither could cope with the volume and complexity of the company’s stock movements, so the team spent their days pushing transactions in rather than acting on what came out.",[29,177,178,181],{},[18,179,180],{},"“You don’t really trust what the system says, because you know it’s so hard to get the data entered the right way in the first place. We’ve got data we can’t really rely on, massively inefficient use of our time, way too much paper floating around the business, and it costs us a lot for the privilege.”",[18,182,183],{},"Katy Davies, Managing Director, Cap Air Systems",[18,185,186],{},"An earlier look at the market had produced a bespoke system quoted at around £60,000 to design and implement, with software costs on top. Cap Air Systems wasn’t willing to take that risk on a tool that might lock it in.",[13,188,190],{"id":189},"what-stays-and-whats-changing","What stays, and what’s changing",[49,192,193,199,205,211],{},[52,194,195,198],{},[55,196,197],{},"Stays: Xero."," The accounts stay where they are. Kinabase connects to Xero, and the integration worked almost as soon as it was built.",[52,200,201,204],{},[55,202,203],{},"Being replaced: Sage and the manufacturing add-on."," Stock, inventory and the forms around them are built in Kinabase, ready for rollout. Sage stays in use until the new system is live.",[52,206,207,210],{},[55,208,209],{},"Being replaced: paper."," Forms are rebuilt on screen, with sensible defaults so common entries take a click.",[52,212,213,216],{},[55,214,215],{},"Added: HR",", with health and safety and quality management lined up to follow in the same system.",[13,218,220],{"id":219},"how-the-work-was-done","How the work was done",[18,222,223],{},"The route in began with a conversation, not a sales pitch. Katy raised the lack of affordable options with the Cambridgeshire and Peterborough Combined Authority (CPCA), who introduced her to our founder, Jason Mashinchi, within the week. A CPCA grant funded the initial development work, which gave Cap Air Systems a low-risk way to begin.",[18,225,226,227,230],{},"To resource the setup, Cap Air Systems turned to ",[55,228,229],{},"Made Smarter Adoption, East of England",", which funds internships for SME manufacturers. Luke Ricketts, a maths graduate, joined for six weeks to do the hands-on configuration. Coming in fresh, he could separate what the business genuinely needed from what it did out of habit.",[18,232,233],{},"Mike Lewzey, our Head of Operations, guided the implementation. He has spent his career on digital projects in industry, much of it in electronics. He challenged how Cap Air Systems worked, mapped the physical movement of stock into the system, and helped the team decide what to build now and what could wait.",[29,235,236,239],{},[18,237,238],{},"“The days Mike has been here have been the easiest days, because it’s so nice to have someone to bounce ideas off on the Kinabase side. We can think of stuff we want to implement, either the big end goal or little stages, and because he knows exactly what’s going on, he gets it and does it.”",[18,240,183],{},[18,242,243],{},"The work ran on a steady rhythm of testing, ironing out and testing again. When the team hit a problem with how stock data appeared in different places, they went back and put it right, well before anything went near daily use.",[13,245,247],{"id":246},"the-solution","The solution",[18,249,250],{},"Kinabase is set up to give Cap Air Systems one place to run the business the way it really works:",[49,252,253,259,265,271,277],{},[52,254,255,258],{},[55,256,257],{},"Inventory and stock:"," live visibility of what to buy and when, without running a report",[52,260,261,264],{},[55,262,263],{},"Finance through Xero:"," connected, so nothing is typed twice",[52,266,267,270],{},[55,268,269],{},"Fast data entry:"," multi-record forms with sensible defaults",[52,272,273,276],{},[55,274,275],{},"Custom views:"," screens built around what each person needs to see",[52,278,279,282],{},[55,280,281],{},"HR built in,"," with health and safety and quality management to follow",[29,284,285,288],{},[18,286,287],{},"“It’s the willingness to accommodate what we want to do. I think that’s the best part, of the team, and of the system as well.”",[18,289,290],{},"Luke Ricketts, Digital Transformation Intern, Cap Air Systems",[13,292,294],{"id":293},"where-it-stands","Where it stands",[49,296,297,303,309],{},[52,298,299,302],{},[55,300,301],{},"Done:"," the structure is largely built, and Xero is connected and working.",[52,304,305,308],{},[55,306,307],{},"Now:"," Cap Air Systems is rolling the system out across the business. Until it’s live, Sage and the add-on stay in use.",[52,310,311,314],{},[55,312,313],{},"Expected:"," around £1,200 a month in licences saved once Sage is switched off, and health and safety and quality management added to the same system.",[18,316,317],{},"The day-to-day results will follow once it is live. What the project has delivered already:",[49,319,320,326],{},[52,321,322,325],{},[55,323,324],{},"A process mapped properly:"," the setup prompted conversations about how the business should run that it had never had before",[52,327,328,331],{},[55,329,330],{},"A system the team has tested:"," tested, ironed out and tested again, with problems fixed before rollout",[18,333,334],{},"And what Cap Air Systems expects once it’s in daily use:",[49,336,337,343,349],{},[52,338,339,342],{},[55,340,341],{},"One operational platform:"," two ageing systems replaced by one, with HR, health and safety, and quality management in the same place",[52,344,345,348],{},[55,346,347],{},"Numbers the team can trust:"," structured entry and one source of truth in place of manual adjustments and second-guessing",[52,350,351,354],{},[55,352,353],{},"Time back:"," far less effort spent feeding transactions in",[18,356,357],{},"Cap Air Systems has already shown the system to its own customers and prospects. As Katy puts it, when they hear that everything is in one place, “they’re like, what is this?”",[29,359,360,363],{},[18,361,362],{},"“If we ever need something, I don’t have to explain it, I don’t have to explain why, because you’re the closest thing we’ve got to an extended part of the team.”",[18,364,183],{},[18,366,367,368,373,374,379],{},"To find out more about Cap Air Systems and its electronics manufacturing, visit the ",[88,369,372],{"href":370,"rel":371},"https:\u002F\u002Fwww.capairsystems.com\u002F",[92],"Cap Air Systems website",". If you’re an SME manufacturer in the East of England, ",[88,375,378],{"href":376,"rel":377},"https:\u002F\u002Fwww.madesmarter.uk",[92],"Made Smarter"," may be able to fund part of a project like this.",{"title":96,"searchDepth":97,"depth":97,"links":381},[382,383,384,385,386,387],{"id":163,"depth":97,"text":164},{"id":23,"depth":97,"text":24},{"id":189,"depth":97,"text":190},{"id":219,"depth":97,"text":220},{"id":246,"depth":97,"text":247},{"id":293,"depth":97,"text":294},"Cap Air Systems","The Managing Director championed it; a Made Smarter-funded intern did the hands-on setup over six weeks; the team tested it before daily use.","How Cap Air Systems, a contract electronics manufacturer near Cambridge, built one system to replace paper, Sage and a manufacturing add-on for stock, operations and HR, kept Xero, and avoided a £60,000 bespoke ERP. Now rolling out.",[392,395,398],{"value":393,"label":394},"£14,400","projected savings in year one, on ageing software licences set to be replaced",{"value":396,"label":397},"Instant","view of stock levels in the new system, instead of a half-hour planning run",{"value":399,"label":400},"1 platform","for stock, operations and HR, with health and safety and quality to follow","manufacturers","Two ageing systems set to be replaced by one platform, with a projected £14,400 saved in the first year.","a projected £14,400 saved","\u002Fimages\u002Fcase-studies\u002Fcap-air-systems.jpg","A LEGO figure in a white cleanroom suit soldering a green circuit board under a magnifying lamp.","St Ives, Cambridgeshire","\u002Flogos\u002Fcap-air-systems.png",{},"We mapped how stock moves, guided the build, decided with them what to do now and what could wait, and built the Xero connection.","\u002Fcase-studies\u002Fcap-air-systems",{"short":412,"text":413,"name":414,"role":415},"You’re the closest thing we’ve got to an extended part of the team.","If we ever need something, I don’t have to explain it, I don’t have to explain why, because you’re the closest thing we’ve got to an extended part of the team.","Katy Davies","Managing Director, Cap Air Systems","Built and connected to Xero, and now rolling out. Once live, stock levels at a glance instead of a half-hour planning run, and a projected £14,400 saved on licences in the first year.","Electronics manufacturing",{"title":156,"description":390},"20–30 people","case-studies\u002Fcap-air-systems","Stock, forms, HR and finance in one system for a contract electronics manufacturer, connected to the Xero it kept.",[145,423,424,425,426,427],"Stock and inventory","Xero integration","Custom views","HR","Quality management","Mapped how stock physically moves through the building, then guided a Made Smarter-funded intern through six weeks of configuration, testing and re-testing. Xero stayed, and is connected.","WVsX2r5bHJHAg4RulNBPjEZNR3-TiScAY4EmBUIQoCc",{"id":431,"title":432,"about":433,"before":434,"body":435,"client":559,"clientRole":560,"comparison":105,"date":105,"description":561,"draft":107,"extension":108,"featured":107,"figures":562,"group":401,"headline":569,"highlight":570,"image":571,"imageAlt":572,"imageCaption":573,"location":574,"logo":575,"meta":576,"navigation":128,"order":577,"ourRole":578,"path":579,"quote":580,"result":584,"sector":585,"seo":586,"size":587,"stem":588,"summary":589,"technology":590,"website":549,"whatWeDid":593,"__hash__":594},"caseStudies\u002Fcase-studies\u002Fmtrl.md","How MTRL streamlined custom furniture design and manufacturing","Bespoke furniture design and manufacturing","Projects, vendors and budgets tracked in Excel, with communication by email. Remote teams fought version control, duplicated data and missed details at hand-offs.",{"type":10,"value":436,"toc":552},[437,441,444,446,449,469,471,474,476,502,510,512,537,544],[13,438,440],{"id":439},"about-mtrl","About MTRL",[18,442,443],{},"MTRL is a bespoke furniture design and manufacturing studio in Park City, Utah. It makes custom pieces for technology firms, law offices and others who want something distinctive in their workplace, from executive desks and conference tables to soft architecture, combining traditional craftsmanship with modern technology.",[13,445,24],{"id":23},[18,447,448],{},"Project tracking, vendor management and budgets all lived in Excel, and communication happened by email. That led to:",[49,450,451,457,463],{},[52,452,453,456],{},[55,454,455],{},"Data errors:"," missing project details and incomplete information threw out delivery timelines",[52,458,459,462],{},[55,460,461],{},"Duplication:"," several documents and spreadsheets made it hard to see where a project stood",[52,464,465,468],{},[55,466,467],{},"Hard hand-offs:"," remote teams struggled with version control and handovers, so information went missing and work was done twice",[13,470,40],{"id":39},[18,472,473],{},"MTRL needed one place for every project’s data that fitted its established way of working, because every piece it makes is different and the workflow changes with each design.",[13,475,247],{"id":246},[49,477,478,484,490,496],{},[52,479,480,483],{},[55,481,482],{},"Shared tasks:"," task assignment and tracking keep progress consistent across departments, even remotely",[52,485,486,489],{},[55,487,488],{},"A view for each team:"," finance and sales see the project data relevant to them, without wading through everything else",[52,491,492,495],{},[55,493,494],{},"Automatic hand-offs:"," when a project moves from engineering to production, production is notified and given its tasks, with no waiting or guesswork",[52,497,498,501],{},[55,499,500],{},"Emails on the record:"," emails can be sent straight into the system and logged against the project",[29,503,504,507],{},[18,505,506],{},"“Kinabase excels in data management. Fields cannot be mistakenly edited, and there’s less need for multiple people to have different sets of the same data.”",[18,508,509],{},"Project Manager, MTRL",[13,511,47],{"id":46},[49,513,514,519,525,531],{},[52,515,516,518],{},[55,517,63],{}," around 10 hours a week, from working in one place instead of searching through spreadsheets",[52,520,521,524],{},[55,522,523],{},"Accuracy:"," automated workflows reduced project errors and improved delivery against schedule",[52,526,527,530],{},[55,528,529],{},"Oversight:"," clearer tracking of progress makes delivery dates more reliable",[52,532,533,536],{},[55,534,535],{},"Consistency:"," standard processes and less manual data entry",[29,538,539,542],{},[18,540,541],{},"“You may think your processes are too unique for any one system to handle, or it will take too much time to explain the intricacies of your business, but in a few short days you could adapt Kinabase to your system and needs.”",[18,543,509],{},[18,545,546,547,94],{},"To see MTRL’s work, visit the ",[88,548,551],{"href":549,"rel":550},"http:\u002F\u002Fmtrl.design\u002F",[92],"MTRL website",{"title":96,"searchDepth":97,"depth":97,"links":553},[554,555,556,557,558],{"id":439,"depth":97,"text":440},{"id":23,"depth":97,"text":24},{"id":39,"depth":97,"text":40},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"MTRL","The team set Kinabase up around its own project lifecycle.","How MTRL, a custom furniture design and manufacturing studio, moved project, vendor and budget data out of spreadsheets and email into one system, saving around 10 hours a week.",[563,566],{"value":564,"label":565},"~10 hrs","saved every week",{"value":567,"label":568},"1 system","for projects, vendors and budgets","Around 10 hours saved every week, with cleaner hand-offs from engineering to production.","Around 10 hours saved every week","\u002Fimages\u002Fcase-studies\u002Fmtrl.jpg","The MTRL team, seven people, standing together in their studio under paper pendant lamps.","The MTRL team.","Park City, Utah, USA","\u002Flogos\u002Fmtrl.png?v=2",{},3,"Kinabase, and our support.","\u002Fcase-studies\u002Fmtrl",{"short":581,"text":582,"name":583,"role":559},"Kinabase is easy to adapt to the unique way we do business.","Kinabase can easily be adapted to our unique way of doing business. We haven’t had to adopt a new method of doing things that may not be suited for furniture design and manufacturing.","Project Manager","Around 10 hours saved every week, fewer errors, and hand-offs that keep deliveries on schedule.","Furniture design and manufacturing",{"title":432,"description":561},"20–50 people","case-studies\u002Fmtrl","Projects, vendors and budgets in one system, with production told automatically when a project leaves engineering.",[145,147,591,592],"Task tracking","Workflow automation","Projects, vendors and budgets in one database, with views for each team, and automatic tasks for production when a project moves on from engineering.","kNBgO9Mw3rmZiyi4C7Z9TjZXwXQsKpA81WEj5nFvnLo",{"id":596,"title":597,"about":598,"before":599,"body":600,"client":710,"clientRole":711,"comparison":105,"date":105,"description":712,"draft":107,"extension":108,"featured":107,"figures":713,"group":722,"headline":723,"highlight":724,"image":725,"imageAlt":726,"imageCaption":105,"location":727,"logo":728,"meta":729,"navigation":128,"order":730,"ourRole":731,"path":732,"quote":733,"result":737,"sector":738,"seo":739,"size":740,"stem":741,"summary":742,"technology":743,"website":700,"whatWeDid":746,"__hash__":747},"caseStudies\u002Fcase-studies\u002Fdardan-security.md","How a 400-person security firm streamlined its finance operations","Security services across multiple sites","A SharePoint expenses tool that needed constant manual tweaks to keep current, with finance chasing missing forms across more than 400 staff.",{"type":10,"value":601,"toc":703},[602,606,609,611,614,617,619,622,625,627,653,661,663,688,695],[13,603,605],{"id":604},"about-dardan-security","About Dardan Security",[18,607,608],{},"Dardan Security is a UK security services provider with more than 400 people working across multiple locations. For a company that size, processing monthly expenses, from mileage to card transactions, is a constant administrative load.",[13,610,24],{"id":23},[18,612,613],{},"Expenses ran on a SharePoint tool that needed continual manual tweaks to keep the data current. Across more than 400 people, even small inefficiencies added up to hours lost each month, and raised the risk of errors and oversights.",[18,615,616],{},"Managers needed a straightforward approval step that wouldn’t eat their time with follow-ups, and finance needed full visibility and consistency across hundreds of claims a month.",[13,618,40],{"id":39},[18,620,621],{},"We kept the parts of Dardan’s finance process that worked and cut out the inefficiencies, rather than replacing one rigid process with another.",[18,623,624],{},"Each claim now follows one configured route, from the employee to their manager and then to finance. With a clear chain of accountability, there’s less confusion and payments go through faster.",[13,626,247],{"id":246},[49,628,629,635,641,647],{},[52,630,631,634],{},[55,632,633],{},"Simpler administration:"," finance can add new users or adjust the workflow with little IT involvement, so it can adapt quickly as priorities change",[52,636,637,640],{},[55,638,639],{},"Oversight for finance:"," full visibility of every submission, without chasing missing forms",[52,642,643,646],{},[55,644,645],{},"One way to claim:"," every employee submits expenses the same way",[52,648,649,652],{},[55,650,651],{},"Support from launch onwards:"," responsive, personal support through set-up and into later changes",[29,654,655,658],{},[18,656,657],{},"“Kinabase has forced all employees to make claims in the same way – this in turn makes the totality of expenses easier to manage.”",[18,659,660],{},"Financial Director, Dardan Security",[13,662,47],{"id":46},[49,664,665,670,676,682],{},[52,666,667,669],{},[55,668,63],{}," the finance team saves the equivalent of a full working day every month, no longer chasing forms or fixing data errors",[52,671,672,675],{},[55,673,674],{},"Reliability:"," fewer inaccuracies and minimal rework",[52,677,678,681],{},[55,679,680],{},"Standardised processes:"," one format for every claim, which improves compliance and confidence in the data",[52,683,684,687],{},[55,685,686],{},"Ready to grow:"," new starters are set up quickly, with little training needed",[29,689,690,693],{},[18,691,692],{},"“Kinabase is a capable system – and can be rolled out to many employees and is easy to administer.”",[18,694,660],{},[18,696,697,698,94],{},"To find out more about Dardan Security, visit the ",[88,699,702],{"href":700,"rel":701},"https:\u002F\u002Fwww.dardansecurity.co.uk\u002F",[92],"Dardan Security website",{"title":96,"searchDepth":97,"depth":97,"links":704},[705,706,707,708,709],{"id":604,"depth":97,"text":605},{"id":23,"depth":97,"text":24},{"id":39,"depth":97,"text":40},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"Dardan Security","Finance runs the workflow day to day, adding users and adjusting it without IT.","How Dardan Security replaced a SharePoint expenses tool that needed constant manual fixes with one approval workflow for more than 400 staff, saving its finance team a full day every month.",[714,717,720],{"value":715,"label":716},"1 day","of finance admin saved every month",{"value":718,"label":719},"400+","staff submitting expenses in one system",{"value":114,"label":721},"of claims following one standard process","field","A full working day saved every month in the finance team, across more than 400 staff.","A full working day saved every month","\u002Fimages\u002Fcase-studies\u002Fdardan-security.jpg","A security officer in a dark suit standing between the stone columns of a city building.","UK","\u002Flogos\u002Fdardan-security.png?v=2",{},4,"We set up the expenses workflow with the finance team and supported the launch.","\u002Fcase-studies\u002Fdardan-security",{"short":734,"text":735,"name":736,"role":710},"It just works – and the support to set up the system was second to none.","It just works – and the support to set up the system was second to none. They are just great people to work with.","Financial Director","A full working day saved every month in finance, with every claim following the same process.","Security services",{"title":597,"description":712},"400+ people","case-studies\u002Fdardan-security","One expenses workflow from claim to manager to finance, replacing a SharePoint tool that needed constant fixes.",[145,744,745,148],"Expenses","Approval workflows","One configurable expenses workflow, from employee to manager to finance, with finance able to add users and adjust the process without IT.","J7erQQUirjH9lV_186XjQGLz2-JtNLCh5itIoC3MI-w",{"id":749,"title":750,"about":751,"before":752,"body":753,"client":816,"clientRole":817,"comparison":105,"date":105,"description":818,"draft":107,"extension":108,"featured":107,"figures":819,"group":119,"headline":820,"highlight":821,"image":822,"imageAlt":823,"imageCaption":824,"location":125,"logo":825,"meta":826,"navigation":128,"order":111,"ourRole":827,"path":828,"quote":829,"result":834,"sector":835,"seo":836,"size":587,"stem":837,"summary":838,"technology":839,"website":807,"whatWeDid":842,"__hash__":843},"caseStudies\u002Fcase-studies\u002Fcambridge-support.md","How Cambridge Support replaced a costly bespoke system with one platform","Managed IT support, cloud and security","A custom-built system that had become expensive to maintain and too rigid for a fast-growing business, alongside separate tools and spreadsheets.",{"type":10,"value":754,"toc":810},[755,759,762,764,767,769,772,780,782,802],[13,756,758],{"id":757},"about-cambridge-support","About Cambridge Support",[18,760,761],{},"Cambridge Support is an IT services provider in Cambridge, offering managed IT support, cloud services, consultancy and network security to businesses and charities.",[13,763,24],{"id":23},[18,765,766],{},"For years the company ran on a custom-built system. As it grew, maintaining and extending that system became expensive, and it couldn’t keep pace. The team wanted a “secure, flexible fit to our business rather than the other way round”, without the cost of another bespoke build.",[13,768,247],{"id":246},[18,770,771],{},"Kinabase replaced the old system and the separate tools around it. Every department now works in one place, with workflows, activity logs and permissions set up around how it works. Even the internal maintenance team logs and tracks its jobs there.",[29,773,774,777],{},[18,775,776],{},"“Even our internal maintenance team has their own dedicated collection in Kinabase. Staff can log simple maintenance requests directly into the system, ensuring all jobs are recorded, tracked, and easily retrievable for future reference.”",[18,778,779],{},"IT Director, Cambridge Support",[13,781,47],{"id":46},[49,783,784,790,796],{},[52,785,786,789],{},[55,787,788],{},"Lower costs:"," less spent on maintaining separate systems and subscriptions",[52,791,792,795],{},[55,793,794],{},"More productive teams:"," simpler workflows and easier access to the right information",[52,797,798,801],{},[55,799,800],{},"Simpler compliance:"," complete, traceable records",[18,803,804,805,94],{},"To find out more about Cambridge Support, visit the ",[88,806,809],{"href":807,"rel":808},"https:\u002F\u002Fwww.cambridgesupport.com\u002F",[92],"Cambridge Support website",{"title":96,"searchDepth":97,"depth":97,"links":811},[812,813,814,815],{"id":757,"depth":97,"text":758},{"id":23,"depth":97,"text":24},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"Cambridge Support","The team evaluated the options, then configured each department’s work in Kinabase.","How Cambridge Support, an IT services provider in Cambridge, replaced an expensive custom-built system and separate tools with one configurable platform across every department.",[],"A costly bespoke system and separate tools replaced by one platform across every department.","one platform across every department","\u002Fimages\u002Fcase-studies\u002Fcambridge-support.jpg","The Cambridge Support team, around twenty people in navy, standing in a row in front of a roller door.","The Cambridge Support team.","\u002Flogos\u002Fcambridge-support.png",{},"Kinabase, and our support through the move and since.","\u002Fcase-studies\u002Fcambridge-support",{"short":830,"also":831,"text":832,"name":833,"role":816},"Kinabase has made us more efficient and improved our control over our fast-growing business.","It offered us an exceptionally flexible solution that could be configured to perfectly fit our needs.","Kinabase was the closest fit for our needs. It offered us an exceptionally flexible solution that could be configured to perfectly fit our needs without the high cost of a custom solution.","IT Director","One platform across every department, less spent on separate subscriptions, and traceable records that make compliance simpler.","IT services",{"title":750,"description":818},"case-studies\u002Fcambridge-support","Support, maintenance requests, tasks and CRM in one place, with less spent on separate subscriptions.",[145,840,841,148,146],"IT support","Maintenance requests","After a thorough evaluation, the team brought each department’s work into Kinabase, with workflows, activity logs and permissions set up around how it works.","qJQ7rAwZhigIhZL9q9DQaWf2kVjhOxQ24ljKzdOwcqo",{"id":845,"title":846,"about":847,"before":848,"body":849,"client":875,"clientRole":923,"comparison":105,"date":105,"description":924,"draft":107,"extension":108,"featured":107,"figures":925,"group":119,"headline":926,"highlight":927,"image":928,"imageAlt":929,"imageCaption":105,"location":125,"logo":930,"meta":931,"navigation":128,"order":932,"ourRole":933,"path":934,"quote":935,"result":940,"sector":941,"seo":942,"size":141,"stem":943,"summary":944,"technology":945,"website":914,"whatWeDid":946,"__hash__":947},"caseStudies\u002Fcase-studies\u002Fst-johns-innovation-centre.md","How St John’s Innovation Centre moved its expenses out of spreadsheets","Offices and business support for knowledge-based companies","Expense claims tracked across spreadsheets, taking time away from the administrative and Business Growth teams.",{"type":10,"value":850,"toc":917},[851,855,858,860,863,865,868,876,879,881,901,909],[13,852,854],{"id":853},"about-st-johns-innovation-centre","About St John’s Innovation Centre",[18,856,857],{},"Founded in 1987 by St John’s College, Cambridge, St John’s Innovation Centre was one of Europe’s first innovation centres. It provides flexible offices and business support to knowledge-based companies in the heart of Cambridge’s technology cluster.",[13,859,24],{"id":23},[18,861,862],{},"Expense claims ran on spreadsheets, which took time from the administrative and Business Growth teams and didn’t connect to anything else.",[13,864,40],{"id":39},[18,866,867],{},"The centre chose expenses as a controlled, low-risk pilot, and set it up in Kinabase itself.",[29,869,870,873],{},[18,871,872],{},"“The ease of implementation by ourselves and the flexibility of the product were major factors.”",[18,874,875],{},"St John’s Innovation Centre",[18,877,878],{},"An internal champion led the pilot, which made adoption smoother.",[13,880,47],{"id":46},[49,882,883,889,895],{},[52,884,885,888],{},[55,886,887],{},"Less admin:"," a significant reduction in time spent on expense claims",[52,890,891,894],{},[55,892,893],{},"More time for clients:"," the Business Growth team can focus on the businesses it supports",[52,896,897,900],{},[55,898,899],{},"Room to grow:"," the pilot has opened the way to moving other processes across",[29,902,903,906],{},[18,904,905],{},"“Give it a try! Take a particular pain point and have a go yourself to customise it. And don’t forget to pilot what you have come up with before rolling it out fully across your organisation.”",[18,907,908],{},"Business Growth Manager, St John’s Innovation Centre",[18,910,911,912,94],{},"To find out more, visit the ",[88,913,916],{"href":914,"rel":915},"https:\u002F\u002Fstjohns.co.uk\u002F",[92],"St John’s Innovation Centre website",{"title":96,"searchDepth":97,"depth":97,"links":918},[919,920,921,922],{"id":853,"depth":97,"text":854},{"id":23,"depth":97,"text":24},{"id":39,"depth":97,"text":40},{"id":46,"depth":97,"text":47},"The centre set up the workflow itself, with an internal champion leading the pilot.","How St John’s Innovation Centre in Cambridge piloted Kinabase on expense claims, cutting the admin time they took and freeing its Business Growth team for client work.",[],"Expense claims moved out of spreadsheets, freeing the Business Growth team for client work.","freeing the Business Growth team for client work","\u002Fimages\u002Fcase-studies\u002Fst-johns-innovation-centre.jpg","St John’s Innovation Centre seen across a pond and reeds on a sunny day.","\u002Flogos\u002Fst-johns-innovation-centre.png",{},6,"Kinabase, our support, and quick changes when the pilot needed them.","\u002Fcase-studies\u002Fst-johns-innovation-centre",{"short":936,"also":937,"text":938,"name":939,"role":875},"It drastically improved our expense processes and reduced the admin time that was previously allocated to this task.","Kinabase has increased the productivity of our Business Growth team, allowing more time to focus on delivering client support.","It drastically improved our expense processes and reduced the admin time that was previously allocated to this task. It has also opened our eyes to the possibilities to implement other processes using this valuable tool.","Business Growth Manager","Much less admin time on expenses, and a Business Growth team with more time for the businesses it supports.","Business support",{"title":846,"description":924},"case-studies\u002Fst-johns-innovation-centre","A low-risk pilot the centre set up itself, which has opened the way to moving other processes across.",[145,744,745],"Supported the centre’s own team as it set up an expenses workflow in Kinabase as a pilot, adding what it needed along the way.","iJ_PSB3YfrzkK3ZhEfaMfO6snooPl97rhZfZ88rnG4Q",{"id":949,"title":950,"about":951,"before":952,"body":953,"client":1124,"clientRole":1125,"comparison":105,"date":105,"description":1126,"draft":107,"extension":108,"featured":128,"figures":1127,"group":1137,"headline":1138,"highlight":1139,"image":1140,"imageAlt":1141,"imageCaption":1142,"location":1143,"logo":1144,"meta":1145,"navigation":128,"order":1146,"ourRole":1147,"path":1148,"quote":1149,"result":1154,"sector":1155,"seo":1156,"size":587,"stem":1157,"summary":1158,"technology":1159,"website":1114,"whatWeDid":1163,"__hash__":1164},"caseStudies\u002Fcase-studies\u002Fpetals.md","How Petals unified complex operations to support more families","Free specialist baby-loss counselling","Client records in CORE, plus more than 30 spreadsheets, Word documents and SharePoint folders.",{"type":10,"value":954,"toc":1117},[955,959,962,965,968,970,973,976,979,981,984,987,990,1022,1025,1027,1030,1033,1036,1039,1047,1049,1052,1090,1093,1096,1099,1106,1109],[13,956,958],{"id":957},"about-petals","About Petals",[18,960,961],{},"Petals is a specialist charity providing free, expert counselling to parents affected by pregnancy or baby loss. It offers support for miscarriage, poor pregnancy diagnosis, stillbirth, neonatal loss and antenatal anxiety after previous losses.",[18,963,964],{},"What began as a local NHS service has grown into a national provider delivering more than 500 counselling sessions each month. Guided by compassion, clinical expertise and a commitment to equality of access, Petals ensures bereaved parents receive timely, tailored care.",[18,966,967],{},"With over 10,000 people supported to date, the charity is recognised as a pioneer in specialist baby-loss counselling and a leader in improving mental health outcomes across UK maternity services.",[13,969,24],{"id":23},[18,971,972],{},"Petals operated within a highly complex, multi-stakeholder environment spanning hospitals, NHS Trusts, regional partnerships and varied client pathways. Its operations relied on CORE for client records alongside more than 30 spreadsheets managed by different team members, resulting in high levels of duplication and an increased risk of error.",[18,974,975],{},"Crucially, the charity needed dependable, structured reporting to validate funding and demonstrate service impact. However, no existing off-the-shelf system could support its unique, nuanced data model.",[18,977,978],{},"The challenge was clear: how could Petals continue its high level of service while scaling its support to reach more families in need?",[13,980,40],{"id":39},[18,982,983],{},"Working closely with Petals, we ran a series of detailed workshops to understand how the team used its spreadsheets and systems, translating its data and processes into a unified and accurate data model.",[18,985,986],{},"We rebuilt complex client pathways using automations that manage reminders, actions and reporting at every stage, creating an end-to-end system tailored to how the charity operates and scalable for future growth.",[18,988,989],{},"Petals now manages all its core elements within one platform:",[49,991,992,998,1004,1010,1016],{},[52,993,994,997],{},[55,995,996],{},"Contacts and client records:"," a complete view of every family receiving support",[52,999,1000,1003],{},[55,1001,1002],{},"Counsellors and sessions:"," scheduling and tracking of all counselling activity",[52,1005,1006,1009],{},[55,1007,1008],{},"Structured pathways and triage data:"," consistent processes from referral to completion",[52,1011,1012,1015],{},[55,1013,1014],{},"Regional partnerships:"," hospitals and NHS Trusts linked directly to the cases they support",[52,1017,1018,1021],{},[55,1019,1020],{},"Workflows for supervisions and contract reviews:"," administrative processes tracked consistently",[18,1023,1024],{},"By centralising these interconnected records, Petals has replaced a maze of spreadsheets with a cohesive system that is simple to use, gives quick access for reporting and supports everyday service delivery.",[13,1026,247],{"id":246},[18,1028,1029],{},"Kinabase gave Petals a bespoke data structure that mirrors the exact terminology, relationships and pathways of its real-world service model.",[18,1031,1032],{},"Clients, referrals, sessions, counsellors and funding routes are all linked. Automated reminders, tasks and client-journey workflows help ensure nothing falls through the cracks, while integrated email and SMS communication makes for a smoother experience for staff and families alike.",[18,1034,1035],{},"A major development has been dedicated client, counsellor and health professional portals, giving each group a more secure and professional way to interact with Petals – and, increasingly, a one-stop shop with the information and processes relevant to them in one place.",[18,1037,1038],{},"Unlike rigid off-the-shelf solutions, Kinabase could adapt to Petals’ existing workflows and clinical terminology, rather than forcing the charity to change how it operates.",[29,1040,1041,1044],{},[18,1042,1043],{},"“The ability to tailor and manage access for different members of the team has been particularly invaluable, ensuring staff have the right level of visibility and responsibility within one secure system. Kinabase has fundamentally changed how Petals operates, enabling the charity to work smarter and more effectively while remaining focused on what matters most: providing compassionate, expert support to bereaved families.”",[18,1045,1046],{},"Paula Mothersole, Head of Partnerships and Operations, Petals",[13,1048,47],{"id":46},[18,1050,1051],{},"Petals now runs on one structured system in place of more than 30 spreadsheets and manual processes. The key outcomes include:",[49,1053,1054,1060,1066,1072,1078,1084],{},[52,1055,1056,1059],{},[55,1057,1058],{},"Reduced administrative burden:"," automated pathways handle reminders and actions, freeing the team from repetitive tasks",[52,1061,1062,1065],{},[55,1063,1064],{},"Consistent communication:"," integrated email and SMS ensure families receive timely, reliable contact",[52,1067,1068,1071],{},[55,1069,1070],{},"Reliable reporting:"," audit-ready data validates funding and demonstrates impact to stakeholders",[52,1073,1074,1077],{},[55,1075,1076],{},"Increased capacity:"," the team can focus on delivering specialist counselling rather than manual reconciliation",[52,1079,1080,1083],{},[55,1081,1082],{},"Scalable operations:"," the system supports future growth as Petals extends its reach to more families",[52,1085,1086,1089],{},[55,1087,1088],{},"Managing access:"," different members of the team can reach all the information they need, stored in one platform",[18,1091,1092],{},"Most importantly, these efficiencies have helped Petals meet a 40% increase in demand while using around 25 fewer staff hours each week. That releases around 1,300 staff hours a year, creating extra capacity at the same time as the service has grown significantly.",[18,1094,1095],{},"Use of Kinabase has grown across the organisation, and it now covers every operational aspect of the charity: it has become Petals’ go-to platform for everything operational.",[18,1097,1098],{},"Communication with clients is faster and more consistent, and structured workflows ensure every family receives timely, high-quality support.",[29,1100,1101,1104],{},[18,1102,1103],{},"“Mike, Gabriel and the entire Kinabase team have been exceptional throughout this journey, providing outstanding training, ongoing development and unwavering support. Their professionalism, reliability and commitment have been deeply impressive – they are consistently accommodating, helpful and dependable, making them an invaluable partner to Petals.”",[18,1105,1046],{},[18,1107,1108],{},"Ultimately, the biggest difference has been having a system that fits Petals, rather than adapting Petals to fit a system. It gives the charity better information, more streamlined processes and the infrastructure to keep growing its services without the administrative burden having to grow at the same rate.",[18,1110,1111,1112,94],{},"We’re proud to support Petals in its vital mission, and honoured to play a small part in helping it deliver care to families across the UK. To find out more about Petals and the support it provides, visit the ",[88,1113,1116],{"href":1114,"rel":1115},"https:\u002F\u002Fpetalscharity.org\u002F",[92],"Petals website",{"title":96,"searchDepth":97,"depth":97,"links":1118},[1119,1120,1121,1122,1123],{"id":957,"depth":97,"text":958},{"id":23,"depth":97,"text":24},{"id":39,"depth":97,"text":40},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"Petals","The team explained how its pathways, spreadsheets and reporting really worked, then adopted the system across the charity.","How Petals, a specialist baby-loss counselling charity, replaced CORE and more than 30 spreadsheets with one structured system built around the way it works.",[1128,1131,1134],{"value":1129,"label":1130},"+40%","rise in demand met",{"value":1132,"label":1133},"~25 hrs","of staff time freed every week",{"value":1135,"label":1136},"30+","spreadsheets replaced by a single platform","charities","Met a 40% increase in demand while freeing around 25 staff hours a week.","a 40% increase in demand","\u002Fimages\u002Fcase-studies\u002Fpetals.jpg","The Petals team, around forty people, standing together on a lawn in front of their offices.","The Petals team.","Swaffham Bulbeck, Cambridgeshire","\u002Flogos\u002Fpetals.png?v=2",{},7,"We ran the workshops, designed the data model, built the system and its portals, trained the team, and still support and develop it.","\u002Fcase-studies\u002Fpetals",{"short":1150,"text":1151,"name":1152,"role":1153},"The impact on Petals has been truly transformative.","The impact on Petals has been truly transformative. What began as a solution for client management has evolved into a comprehensive system that now supports numerous additional aspects of Petals’ operational processes – all within one unified platform. By replacing the multiple systems and fragmented spreadsheets previously relied upon, Kinabase has streamlined the way the charity works, creating greater efficiency, consistency and control across the organisation.","Paula Mothersole","Head of Partnerships and Operations, Petals","A 40% increase in demand met, while freeing around 25 staff hours a week.","Charity",{"title":950,"description":1126},"case-studies\u002Fpetals","One system for clients, counsellors, referrals and partner reporting, with portals for clients, counsellors and health professionals.",[145,1160,1161,592,151,1162],"Client management","Client portals","Email and SMS","Workshops to map client pathways, then one system for clients, counsellors, referrals and partner reporting, with portals for clients, counsellors and health professionals, and email and SMS reminders.","UFmmoBuUkIJp40kp8_ZPhjvV2ii3idwjcQFdGR0c6q0",{"id":1166,"title":1167,"about":1168,"before":1169,"body":1170,"client":1262,"clientRole":1263,"comparison":105,"date":105,"description":1264,"draft":107,"extension":108,"featured":107,"figures":1265,"group":1137,"headline":1272,"highlight":1273,"image":1274,"imageAlt":1275,"imageCaption":1276,"location":1277,"logo":1278,"meta":1279,"navigation":128,"order":1280,"ourRole":1281,"path":1282,"quote":1283,"result":1289,"sector":1155,"seo":1290,"size":141,"stem":1291,"summary":1292,"technology":1293,"website":1252,"whatWeDid":1296,"__hash__":1297},"caseStudies\u002Fcase-studies\u002Fhome-start-cambridgeshire.md","How Home-Start Cambridgeshire went from paper to one system, after earlier CRM projects failed","Support for families with children under five","The whole workflow of the charity ran on paper and spreadsheets. Earlier attempts to move to a CRM had failed, which left the team anxious about trying again.",{"type":10,"value":1171,"toc":1255},[1172,1176,1179,1181,1184,1187,1189,1192,1200,1203,1205,1208,1215,1218,1220,1240,1247],[13,1173,1175],{"id":1174},"about-home-start-cambridgeshire","About Home-Start Cambridgeshire",[18,1177,1178],{},"Home-Start Cambridgeshire is a charity that supports families with children under five. Through weekly volunteer visits, it helps parents through challenges such as poor mental health, isolation, postnatal illness and bereavement, building resilience and strengthening the bond between parent and child.",[13,1180,24],{"id":23},[18,1182,1183],{},"In the words of its Chair, Jonathan Jelley, “the entire workflow of the charity was essentially on paper, with all the inefficiency and overhead that has.” Admin was slow and error-prone, and it took time away from families.",[18,1185,1186],{},"The charity had already tried to fix this. Earlier attempts to move onto a CRM had failed, so the team came to the next one anxious about whether it would work at all.",[13,1188,40],{"id":39},[18,1190,1191],{},"When Home-Start Cambridgeshire went looking again, other providers didn’t reply. We did, and we started by listening.",[29,1193,1194,1197],{},[18,1195,1196],{},"“The initial engagement with Jason and the team was so encouraging. We never for a moment thought they were thinking about themselves but were solely focused on understanding our needs.”",[18,1198,1199],{},"Jonathan Jelley MBE JP, Chair, Home-Start Cambridgeshire",[18,1201,1202],{},"We shaped the system around the charity’s own workflows and the words its staff already use, rather than asking them to learn someone else’s. That familiarity is what gave the team confidence to move across.",[13,1204,247],{"id":246},[18,1206,1207],{},"Kinabase replaced the paper and spreadsheets with one system for the charity’s records, reporting and compliance. Data is entered once, in a structured way, and reports come from the same place.",[29,1209,1210,1213],{},[18,1211,1212],{},"“We spend less time on administration because the process of inputting and managing our data is now so efficient. It is quickly moving from being our CRM system to an ERM system, allowing us to grow and help more families.”",[18,1214,1199],{},[18,1216,1217],{},"The charity plans to bring more of its work into the same system, such as fundraising and events.",[13,1219,47],{"id":46},[49,1221,1222,1228,1234],{},[52,1223,1224,1227],{},[55,1225,1226],{},"Increased productivity:"," staff spend less time on data entry and administration",[52,1229,1230,1233],{},[55,1231,1232],{},"Cost savings:"," the charity no longer needed to fill a vacancy for database support",[52,1235,1236,1239],{},[55,1237,1238],{},"Faster support for families:"," with less admin, the team can spend more time on the families it serves",[29,1241,1242,1245],{},[18,1243,1244],{},"“We would without any reservation whatsoever recommend Kinabase to others. If you are looking for thoroughly decent people to work with, who provide IT solutions with a firm set of values based around integrity, trust, and honesty, Kinabase are absolutely those people.”",[18,1246,1199],{},[18,1248,1249,1250,94],{},"To find out more about Home-Start Cambridgeshire, or to support its work, visit the ",[88,1251,1254],{"href":1252,"rel":1253},"https:\u002F\u002Fhomestartcambridgeshire.co.uk\u002F",[92],"Home-Start Cambridgeshire website",{"title":96,"searchDepth":97,"depth":97,"links":1256},[1257,1258,1259,1260,1261],{"id":1174,"depth":97,"text":1175},{"id":23,"depth":97,"text":24},{"id":39,"depth":97,"text":40},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"Home-Start Cambridgeshire","The team explained how the charity works and what had gone wrong before, and moved its work across from paper.","After earlier attempts to digitise had failed, Home-Start Cambridgeshire moved from paper and spreadsheets to one system shaped around how the charity works, and no longer needed to fill a database-support post.",[1266,1269],{"value":1267,"label":1268},"1 post","database-support vacancy no longer needed",{"value":1270,"label":1271},"Paper-free","every paper form and spreadsheet replaced","Moved from paper to one system after earlier CRM projects had failed, saving a full staff post.","saving a full staff post","\u002Fimages\u002Fcase-studies\u002Fhome-start-cambridgeshire.jpg","Six members of the Home-Start Cambridgeshire team smiling together beside a Christmas tree.","The Home-Start Cambridgeshire team.","Cambridgeshire","\u002Flogos\u002Fhome-start-cambridgeshire.png",{},8,"We shaped the system around the charity’s own workflows and language, and support it.","\u002Fcase-studies\u002Fhome-start-cambridgeshire",{"short":1284,"also":1285,"text":1286,"name":1287,"role":1288},"Kinabase has become the trusted operational engine of our charity.","We never for a moment thought they were thinking about themselves but were solely focused on understanding our needs.","Kinabase has become the trusted operational engine of our charity, making us more efficient and ensuring compliance with regulatory requirements as well as saving money.","Jonathan Jelley MBE JP","Chair, Home-Start Cambridgeshire","Paper forms and spreadsheets gone, less time on admin, and a database-support vacancy that no longer needed filling.",{"title":1167,"description":1264},"case-studies\u002Fhome-start-cambridgeshire","Paper forms and spreadsheets replaced by one system for families, volunteers, reporting and compliance.",[145,146,1294,151,1295],"Case management","Compliance","Listened first, then shaped one system around the charity’s own workflows and language, so staff recognised it and felt confident moving across.","gFVwV1OEqmZzBb8qsKnHf5Vnr5wzvjyBJcAifR9tG9A",{"id":1299,"title":1300,"about":1301,"before":1302,"body":1303,"client":1365,"clientRole":1366,"comparison":105,"date":105,"description":1367,"draft":107,"extension":108,"featured":107,"figures":1368,"group":119,"headline":1369,"highlight":1370,"image":1371,"imageAlt":1372,"imageCaption":105,"location":727,"logo":1373,"meta":1374,"navigation":128,"order":1375,"ourRole":1376,"path":1377,"quote":1378,"result":1383,"sector":1384,"seo":1385,"size":1386,"stem":1387,"summary":1388,"technology":1389,"website":1356,"whatWeDid":1392,"__hash__":1393},"caseStudies\u002Fcase-studies\u002Falbie.md","How Albie.ai restructured its CRM during a business pivot","AI advisory, training and software for communications teams","A pivot partway through the company’s growth called for a completely different data structure and CRM, with accurate figures needed for investors.",{"type":10,"value":1304,"toc":1359},[1305,1309,1312,1314,1317,1319,1322,1324,1344,1352],[13,1306,1308],{"id":1307},"about-albieai","About Albie.ai",[18,1310,1311],{},"Albie.ai is a strategic AI consultancy helping communications and corporate affairs teams adopt AI confidently and safely. Its work spans advisory, applied training and its own enterprise AI platform.",[13,1313,24],{"id":23},[18,1315,1316],{},"Albie.ai first used Kinabase for an earlier version of its product. A strategic pivot meant the business needed a completely different data structure and a CRM to suit its new model, without a complex migration or custom development slowing it down. It also needed accurate pipeline figures for investment rounds.",[13,1318,247],{"id":246},[18,1320,1321],{},"Rather than starting again on a new platform, the team reshaped its existing system around the new business model. Kinabase is now its central hub for CRM, pipeline tracking and activity.",[13,1323,47],{"id":46},[49,1325,1326,1332,1338],{},[52,1327,1328,1331],{},[55,1329,1330],{},"Clearer forecasting:"," stronger pipeline reporting, early in the transition",[52,1333,1334,1337],{},[55,1335,1336],{},"A pivot without disruption:"," a new business model with no change of platform",[52,1339,1340,1343],{},[55,1341,1342],{},"Room to keep changing:"," the system evolves as the business does",[29,1345,1346,1349],{},[18,1347,1348],{},"“Kinabase has been brilliant for us. It’s straightforward to use and gives us one place to capture sales and product data without the usual CRM baggage.”",[18,1350,1351],{},"Founder, Albie.ai",[18,1353,911,1354,94],{},[88,1355,1358],{"href":1356,"rel":1357},"https:\u002F\u002Fwww.albie.ai\u002F",[92],"Albie.ai website",{"title":96,"searchDepth":97,"depth":97,"links":1360},[1361,1362,1363,1364],{"id":1307,"depth":97,"text":1308},{"id":23,"depth":97,"text":24},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"Albie.ai","The team restructured its own system around the new business model.","How Albie.ai, a strategic AI consultancy, restructured its data and CRM during a major business pivot without changing systems or running a complex migration.",[],"Restructured its CRM and pipeline during a business pivot, without changing systems.","without changing systems","\u002Fimages\u002Fcase-studies\u002Falbie.jpg","Albie.ai’s two founders standing side by side in an office corridor.","\u002Flogos\u002Falbie.png",{},9,"Kinabase, and quick help whenever the team needs it.","\u002Fcase-studies\u002Falbie",{"short":1379,"also":1380,"text":1381,"name":1382,"role":1365},"Kinabase has basically become our operational hub at Albie.ai.","They’re fast to help, open to feedback and happy to jump on a call to make sure we’re getting value.","Kinabase has basically become our operational hub at Albie.ai. We’re an AI communications business spanning advisory, training and a SaaS platform, so things move fast and the pipeline shifts regularly. Kinabase keeps it simple: CRM, pipeline tracking, activity, all in one place.","Founder","Clearer forecasting and pipeline reporting early in the transition, and one hub for CRM, pipeline and activity.","AI consultancy",{"title":1300,"description":1367},"5–10 people","case-studies\u002Falbie","CRM, pipeline and activity in one place, giving clearer forecasts for investor conversations.",[145,146,1390,1391,592],"Pipeline tracking","Activity tracking","The team reshaped its existing Kinabase system around the new business model, with no new software, custom development or migration.","yt_AgjbiHS8fETSPEMnnBcd3b6ytcShWqm9D6yuxezs",{"id":1395,"title":1396,"about":1397,"before":1398,"body":1399,"client":1552,"clientRole":1553,"comparison":1554,"date":105,"description":1561,"draft":107,"extension":108,"featured":107,"figures":1562,"group":722,"headline":1572,"highlight":1573,"image":1574,"imageAlt":1575,"imageCaption":1576,"location":1577,"logo":1578,"meta":1579,"navigation":128,"order":1580,"ourRole":1581,"path":1582,"quote":1583,"result":1587,"sector":1588,"seo":1589,"size":1590,"stem":1591,"summary":1592,"technology":1593,"website":1542,"whatWeDid":1595,"__hash__":1596},"caseStudies\u002Fcase-studies\u002Foffset-films.md","How Offset Films streamlined its video production process","Award-winning film and video production","The whole production process lived in one founder’s head, alongside a previous CRM, scattered notes and spreadsheets, with no proper crew database and slow, from-scratch paperwork for secure filming sites.",{"type":10,"value":1400,"toc":1545},[1401,1405,1408,1411,1413,1416,1419,1427,1430,1450,1454,1457,1460,1463,1465,1468,1506,1509,1516,1518,1521,1524,1527,1534,1537],[13,1402,1404],{"id":1403},"about-offset-films","About Offset Films",[18,1406,1407],{},"Offset Films is an award-winning video and film production company based in Wickham Market, Suffolk, working across East Anglia and the wider UK. For more than a decade the studio has created cinematic content for businesses, charities, schools and the public sector, covering everything from promotional and testimonial films to live streaming, drone work, photography and narrative pieces. The company was named Best Film Production Company, East Anglia, at the UK Enterprise Awards 2022.",[18,1409,1410],{},"The studio is run by two owners, who merged their separate production businesses into one, and it prides itself on a transparent, end-to-end service: clear packaged pricing, full pre-production planning and professional shoots. Offset Films describes its mission as helping every organisation tell its story in a way that drives real, long-term growth.",[13,1412,24],{"id":23},[18,1414,1415],{},"For a long time, the whole operation lived inside one founder’s head: how to scope a shoot, how to script it, which questions to send a client, where each project had got to. That worked while the team was tiny, but it left the business leaning on a single person and juggling a previous CRM alongside scattered notes and spreadsheets.",[18,1417,1418],{},"It was a familiar small-business struggle: plenty of knowledge, all of it locked in the wrong places. Everything depended on one person, which quietly capped how far the business could grow.",[29,1420,1421,1424],{},[18,1422,1423],{},"“The whole sticking point was me, because everything was in my head.”",[18,1425,1426],{},"Laurence Scott, Co-Founder, Offset Films",[18,1428,1429],{},"Around that single point of failure, three problems compounded:",[49,1431,1432,1438,1444],{},[52,1433,1434,1437],{},[55,1435,1436],{},"Tools were scattered across the business:"," a previous project and CRM tool handled some planning, though the wider operation still sprawled across separate files",[52,1439,1440,1443],{},[55,1441,1442],{},"There was no real crew database:"," freelancers kept offering to join the books, yet there was nowhere proper to keep them, which made it hard to staff two jobs at once",[52,1445,1446,1449],{},[55,1447,1448],{},"Getting kit into secure sites was slow:"," filming inside secure locations meant supplying a full equipment inventory, and doing that from scratch the first time cost hours at the entrance",[13,1451,1453],{"id":1452},"the-approach","The approach",[18,1455,1456],{},"Offset Films first met our team at a networking event in Bury St Edmunds. Nathan, the studio’s other founder, came away struck by how much Kinabase could link together and automate. When Laurence set it up, he leaned on tutorial videos, a hands-on session with our team and our ongoing support to rebuild the framework he had grown in his old tool, then shape it around how the studio actually works.",[18,1458,1459],{},"The platform felt approachable from the start. Nathan found it “quite intuitive, but it’s also really easy to do anything with.”",[18,1461,1462],{},"Pricing landed close to what the studio had previously paid for a system, but Kinabase included more, and the founder had it fully implemented in roughly eight to ten weeks while still running the day-to-day jobs.",[13,1464,247],{"id":246},[18,1466,1467],{},"Much of the studio’s information now lives in Kinabase, including its standard operating procedures: written recipes for how the team does a recurring task, so anyone joining can follow them rather than guessing.",[49,1469,1470,1476,1482,1488,1494,1500],{},[52,1471,1472,1475],{},[55,1473,1474],{},"One shared home for the whole studio:"," standard operating procedures, the CRM, the crew list and every live project now sit in one place",[52,1477,1478,1481],{},[55,1479,1480],{},"A crew database that unlocks capacity:"," with trusted freelancers on file, the studio can cover two shoots on the same day instead of spreading itself thin",[52,1483,1484,1487],{},[55,1485,1486],{},"A production pipeline that moves itself along:"," each project runs through clear stages, and clicking a job through to the next stage pushes it into the right queue",[52,1489,1490,1493],{},[55,1491,1492],{},"Lead-source and client-value tracking:"," the studio records where each client came from and what they are worth over time, so it can judge which channels are genuinely useful",[52,1495,1496,1499],{},[55,1497,1498],{},"Structured equipment records that speed up secure-site access:"," secure venues ask for a detailed kit inventory before it comes through the door, and those details are now held and ready in Kinabase",[52,1501,1502,1505],{},[55,1503,1504],{},"Follow-up automations that reopen conversations:"," once a project wraps up, Kinabase prompts the team to check back in with the client at the right moment, which regularly turns into fresh work",[18,1507,1508],{},"With the equipment inventory held and ready, the studio cut its first entry time at a secure site from an hour and a half to around 25 minutes.",[29,1510,1511,1514],{},[18,1512,1513],{},"“Having this information collated, yes, it takes some time at the start, but once it’s there, it’s future-proofed. It’s one space, rather than having 30 different spreadsheets that are hidden all over the place.”",[18,1515,1426],{},[13,1517,47],{"id":46},[18,1519,1520],{},"The change shows up in small, practical wins that add up. Kit clears security in around a quarter of the time it once did, because the paperwork is already done and accurate. The studio can say yes to two jobs in a day rather than choosing between them. Repeat work arrives through timely follow-ups instead of slipping through the cracks, and the founders spend less time firefighting and more time filming.",[18,1522,1523],{},"The wider business has grown strongly over this period. Laurence credits Kinabase with being the calm underneath the growth of the company: a central, structured space that keeps the operation streamlined as the team looks to scale.",[18,1525,1526],{},"When we asked whether they would recommend Kinabase, they told us they already had:",[29,1528,1529,1532],{},[18,1530,1531],{},"“Definitely would recommend Kinabase. We have recommended it to a couple of local small businesses. Your team was fantastic.”",[18,1533,1426],{},[18,1535,1536],{},"Offset Films shows what happens when the groundwork is done well. Get the process out of your head and into a shared system, and the benefits appear when scoping a shoot, building a script, securing freelancers and planning several shoots in a day. For Offset Films, making room for the work that matters means more time behind the camera, telling other people’s stories.",[18,1538,1539,1540,94],{},"To see Offset Films’ work, visit the ",[88,1541,1544],{"href":1542,"rel":1543},"https:\u002F\u002Fwww.offsetfilms.co.uk\u002F",[92],"Offset Films website",{"title":96,"searchDepth":97,"depth":97,"links":1546},[1547,1548,1549,1550,1551],{"id":1403,"depth":97,"text":1404},{"id":23,"depth":97,"text":24},{"id":1452,"depth":97,"text":1453},{"id":246,"depth":97,"text":247},{"id":46,"depth":97,"text":47},"Offset Films","One of the founders set Kinabase up himself, over eight to ten weeks, while still running day-to-day jobs.",{"label":1555,"unit":1556,"before":1557,"after":1558,"beforeText":1559,"afterText":1560},"Clearing kit through site security","min",90,25,"about 1.5 hours","around 25 minutes","How a small film and video studio moved its whole production process out of one founder’s head and into one shared system, freeing more time for the work it loves.",[1563,1566,1569],{"value":1564,"label":1565},"25 min","to clear kit through site security, down from about 1.5 hours",{"value":1567,"label":1568},"2 shoots","can now be staffed on the same day",{"value":1570,"label":1571},"8–10 wks","until the system was fully in place","Clearing kit through site security went from about 1.5 hours to around 25 minutes.","from about 1.5 hours to around 25 minutes","\u002Fimages\u002Fcase-studies\u002Foffset-films.jpg","The two founders of Offset Films, one holding a cinema camera on a shoulder rig and the other a clapperboard with the Offset Films logo.","The team at Offset Films.","Wickham Market, Suffolk","\u002Flogos\u002Foffset-films.png",{},10,"A hands-on session, tutorial videos and ongoing support.","\u002Fcase-studies\u002Foffset-films",{"text":1584,"name":1585,"role":1586},"A big part of us being able to do our stuff is that the boring stuff is taken care of.","Laurence Scott","Co-Founder, Offset Films","Clearing kit through site security went from about 1.5 hours to around 25 minutes. Two shoots can now be staffed on the same day, and the system was fully in place in eight to ten weeks.","Video production",{"title":1396,"description":1561},"2–10 people","case-studies\u002Foffset-films","Standard procedures, the CRM, the crew list and every live project in one shared system, set up by one of the founders.",[145,1594,150],"Records","A hands-on session and ongoing support while the studio set Kinabase up around how it works – one shared home for standard operating procedures, the CRM, the crew list and every live project, with a production pipeline that moves itself along and equipment records ready to hand.","1sIKuUSLO47R52cTGX8ZPX9dcJOrnkejYYjacbkR9ZQ",1791913534508]