[{"data":1,"prerenderedAt":384},["ShallowReactive",2],{"social-impact-stories":3,"crumb:\u002Fabout\u002Fsocial-impact":202},[4,249],{"id":5,"title":6,"about":7,"before":8,"body":9,"client":200,"clientRole":201,"comparison":202,"date":202,"description":203,"draft":204,"extension":205,"featured":206,"figures":207,"group":217,"headline":218,"highlight":219,"image":220,"imageAlt":221,"imageCaption":222,"location":223,"logo":224,"meta":225,"navigation":206,"order":226,"ourRole":227,"path":228,"quote":229,"result":234,"sector":235,"seo":236,"size":237,"stem":238,"summary":239,"technology":240,"website":186,"whatWeDid":247,"__hash__":248},"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":11,"toc":191},"minimark",[12,17,21,24,27,31,34,37,40,44,47,50,53,88,91,95,98,101,104,107,116,120,123,161,164,167,170,177,180],[13,14,16],"h2",{"id":15},"about-petals","About Petals",[18,19,20],"p",{},"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.",[18,22,23],{},"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.",[18,25,26],{},"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.",[13,28,30],{"id":29},"the-challenge","The challenge",[18,32,33],{},"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.",[18,35,36],{},"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.",[18,38,39],{},"The challenge was clear: how could Petals continue its high level of service while scaling its support to reach more families in need?",[13,41,43],{"id":42},"our-approach","Our approach",[18,45,46],{},"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.",[18,48,49],{},"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.",[18,51,52],{},"Petals now manages all its core elements within one platform:",[54,55,56,64,70,76,82],"ul",{},[57,58,59,63],"li",{},[60,61,62],"strong",{},"Contacts and client records:"," a complete view of every family receiving support",[57,65,66,69],{},[60,67,68],{},"Counsellors and sessions:"," scheduling and tracking of all counselling activity",[57,71,72,75],{},[60,73,74],{},"Structured pathways and triage data:"," consistent processes from referral to completion",[57,77,78,81],{},[60,79,80],{},"Regional partnerships:"," hospitals and NHS Trusts linked directly to the cases they support",[57,83,84,87],{},[60,85,86],{},"Workflows for supervisions and contract reviews:"," administrative processes tracked consistently",[18,89,90],{},"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.",[13,92,94],{"id":93},"the-solution","The solution",[18,96,97],{},"Kinabase gave Petals a bespoke data structure that mirrors the exact terminology, relationships and pathways of its real-world service model.",[18,99,100],{},"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.",[18,102,103],{},"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.",[18,105,106],{},"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.",[108,109,110,113],"blockquote",{},[18,111,112],{},"“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.”",[18,114,115],{},"Paula Mothersole, Head of Partnerships and Operations, Petals",[13,117,119],{"id":118},"the-impact","The impact",[18,121,122],{},"Petals now runs on one structured system in place of more than 30 spreadsheets and manual processes. The key outcomes include:",[54,124,125,131,137,143,149,155],{},[57,126,127,130],{},[60,128,129],{},"Reduced administrative burden:"," automated pathways handle reminders and actions, freeing the team from repetitive tasks",[57,132,133,136],{},[60,134,135],{},"Consistent communication:"," integrated email and SMS ensure families receive timely, reliable contact",[57,138,139,142],{},[60,140,141],{},"Reliable reporting:"," audit-ready data validates funding and demonstrates impact to stakeholders",[57,144,145,148],{},[60,146,147],{},"Increased capacity:"," the team can focus on delivering specialist counselling rather than manual reconciliation",[57,150,151,154],{},[60,152,153],{},"Scalable operations:"," the system supports future growth as Petals extends its reach to more families",[57,156,157,160],{},[60,158,159],{},"Managing access:"," different members of the team can reach all the information they need, stored in one platform",[18,162,163],{},"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.",[18,165,166],{},"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.",[18,168,169],{},"Communication with clients is faster and more consistent, and structured workflows ensure every family receives timely, high-quality support.",[108,171,172,175],{},[18,173,174],{},"“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.”",[18,176,115],{},[18,178,179],{},"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.",[18,181,182,183,190],{},"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 ",[184,185,189],"a",{"href":186,"rel":187},"https:\u002F\u002Fpetalscharity.org\u002F",[188],"nofollow","Petals website",".",{"title":192,"searchDepth":193,"depth":193,"links":194},"",2,[195,196,197,198,199],{"id":15,"depth":193,"text":16},{"id":29,"depth":193,"text":30},{"id":42,"depth":193,"text":43},{"id":93,"depth":193,"text":94},{"id":118,"depth":193,"text":119},"Petals","The team explained how its pathways, spreadsheets and reporting really worked, then adopted the system across the charity.",null,"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.",false,"md",true,[208,211,214],{"value":209,"label":210},"+40%","rise in demand met",{"value":212,"label":213},"~25 hrs","of staff time freed every week",{"value":215,"label":216},"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":230,"text":231,"name":232,"role":233},"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":6,"description":203},"20–50 people","case-studies\u002Fpetals","One system for clients, counsellors, referrals and partner reporting, with portals for clients, counsellors and health professionals.",[241,242,243,244,245,246],"Kinabase","Client management","Client portals","Workflow automation","Reporting","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":250,"title":251,"about":252,"before":253,"body":254,"client":346,"clientRole":347,"comparison":202,"date":202,"description":348,"draft":204,"extension":205,"featured":204,"figures":349,"group":217,"headline":356,"highlight":357,"image":358,"imageAlt":359,"imageCaption":360,"location":361,"logo":362,"meta":363,"navigation":206,"order":364,"ourRole":365,"path":366,"quote":367,"result":373,"sector":235,"seo":374,"size":375,"stem":376,"summary":377,"technology":378,"website":336,"whatWeDid":382,"__hash__":383},"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":255,"toc":339},[256,260,263,265,268,271,273,276,284,287,289,292,299,302,304,324,331],[13,257,259],{"id":258},"about-home-start-cambridgeshire","About Home-Start Cambridgeshire",[18,261,262],{},"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.",[13,264,30],{"id":29},[18,266,267],{},"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.",[18,269,270],{},"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.",[13,272,43],{"id":42},[18,274,275],{},"When Home-Start Cambridgeshire went looking again, other providers didn’t reply. We did, and we started by listening.",[108,277,278,281],{},[18,279,280],{},"“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.”",[18,282,283],{},"Jonathan Jelley MBE JP, Chair, Home-Start Cambridgeshire",[18,285,286],{},"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.",[13,288,94],{"id":93},[18,290,291],{},"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.",[108,293,294,297],{},[18,295,296],{},"“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.”",[18,298,283],{},[18,300,301],{},"The charity plans to bring more of its work into the same system, such as fundraising and events.",[13,303,119],{"id":118},[54,305,306,312,318],{},[57,307,308,311],{},[60,309,310],{},"Increased productivity:"," staff spend less time on data entry and administration",[57,313,314,317],{},[60,315,316],{},"Cost savings:"," the charity no longer needed to fill a vacancy for database support",[57,319,320,323],{},[60,321,322],{},"Faster support for families:"," with less admin, the team can spend more time on the families it serves",[108,325,326,329],{},[18,327,328],{},"“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.”",[18,330,283],{},[18,332,333,334,190],{},"To find out more about Home-Start Cambridgeshire, or to support its work, visit the ",[184,335,338],{"href":336,"rel":337},"https:\u002F\u002Fhomestartcambridgeshire.co.uk\u002F",[188],"Home-Start Cambridgeshire website",{"title":192,"searchDepth":193,"depth":193,"links":340},[341,342,343,344,345],{"id":258,"depth":193,"text":259},{"id":29,"depth":193,"text":30},{"id":42,"depth":193,"text":43},{"id":93,"depth":193,"text":94},{"id":118,"depth":193,"text":119},"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.",[350,353],{"value":351,"label":352},"1 post","database-support vacancy no longer needed",{"value":354,"label":355},"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":368,"also":369,"text":370,"name":371,"role":372},"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":251,"description":348},"10–20 people","case-studies\u002Fhome-start-cambridgeshire","Paper forms and spreadsheets replaced by one system for families, volunteers, reporting and compliance.",[241,379,380,245,381],"CRM","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",1791858059177]