Information owned by the organisation
Review shared documents, mailboxes and administrator accounts. Identify where work depends on a single person and agree a clearer structure for ownership, handover and access.
Help staff, volunteers and trustees work together with technology that fits the organisation’s resources.
A charity or community organisation may bring together a small staff team, volunteers and trustees working in different places. When information sits in personal inboxes or ownership is unclear, a change of person can make it difficult to continue a task or find an important record.
Strata Digital can help organise the everyday essentials: supported equipment, shared information, account access and a practical route for help. We start with your priorities and available resources, then agree improvements the organisation can maintain.
Review shared documents, mailboxes and administrator accounts. Identify where work depends on a single person and agree a clearer structure for ownership, handover and access.
Plan how people receive the accounts and permissions they need, how support is explained and when access should be reviewed. Include the practical steps for handing over when someone leaves.
Compare current equipment, licences and support needs before adding tools. Where charitable offers may be relevant, review the provider’s eligibility and terms rather than assuming a particular discount or entitlement.
Identify the information needed for service delivery, governance and administration. Review backup and recovery arrangements, including who can access them if a usual contact is unavailable.
A handover can reveal that important records, subscriptions or administrator access have become tied to one person. Begin by listing the accounts, equipment and information they look after, then agree who will take ownership. We can help review access and move appropriate working information into organisation-controlled spaces. The handover should also cover recovery contacts and subscription renewal dates, giving the next person a practical record of what they manage and where to get help.
Start with the people who use your systems and the records the organisation depends on. We can help identify small, practical changes alongside the improvements that need a longer-term budget.
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Explore this serviceWe can discuss a defined review, project or ongoing support arrangement. The scope should match the systems you use and the work you need help with, with costs and responsibilities clear before starting.
We can review the roles, access and licensing options relevant to your organisation. Eligibility for any charity-specific offer is determined by the provider and needs to be checked against its current terms.
Yes. A prioritised plan can separate immediate access or reliability problems from changes that need more preparation or funding. Each stage should have an owner and a useful outcome.
Tell us what is working, what is slowing people down and where you need a clearer plan.