Strategic Oversight from Day One

The charity faced a critical juncture in its digital evolution, requiring expert guidance to modernise its IT infrastructure and CRM systems. Stock Services was appointed to lead the process, working closely with the charity’s leadership team and specialists to define requirements, evaluate suppliers, and ensure alignment with long-term goals.

Our responsibilities included:
- Drafting and refining the RFI and RFP documentation.
- Facilitating supplier identification, shortlisting, and evaluation.
- Managing presentations and walkthroughs with vendors.
- Providing technical oversight and programme governance throughout the process.

Selecting the Right Partners

Stock Services played a decisive role in evaluating the charity’s infrastructure and CRM partners. Our evaluation framework ensured that each supplier was assessed on technical merit, cost, scalability, and alignment with organisational needs.

We:
- Benchmarked proposals against the charity’s existing infrastructure review.
- Led desktop and face-to-face reviews to validate solutions and mitigate risks.
- Coordinated CRM dependencies and integration planning across shortlisted vendors.

Continuing the Journey

Stock Services is proud to continue leading the change programme on behalf of the charity. Our role includes:
- Programme management and technical subject matter expertise.
- Ensuring seamless implementation and stakeholder alignment.
- Driving outcomes that support the charity’s mission and future growth.

We look forward to continuing our partnership and delivering clarity, confidence, and measurable impact every step of the way.