Staff & systems survey
We gather views from advisers, managers and leadership on the tools you use, where time is lost and what gets in the way of good advice.
Digital Strategy Diagnostic
Know where you are. Know what to do next.
A fixed-fee diagnostic and digital strategy roadmap for smaller local advice organisations — a clear direction on digital and AI, without a big consultancy bill.
Is this for you?
Built for smaller local advice organisations.
- →You know digital and AI matter, but not where to start.
- →You don't have in-house technology leadership — or the budget for it.
- →You want to run more efficiently and strengthen your funding bids.
- →You're planning next year's budget and want a clear digital direction.
What's included
Deliberately lean. Survey, report, roadmap.
Diagnostic report
A plain-English picture of where you are today — strengths, pain points and the opportunities most worth your time.
Digital strategy roadmap
A prioritised plan: what to do first, what can wait, and what to leave alone — ready for your board, SMT and funders.
How it works
Light on your team's time. Clear at the end.
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01Intro call
We agree priorities, who to involve and a timetable that fits around service delivery.
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02Survey
Staff complete a short survey; we review your current systems and ways of working.
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03Analysis
We draw on patterns seen across local advice organisations facing the same challenges.
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04Report & roadmap
You receive your diagnostic report and roadmap — yours to keep and act on.
What you walk away with
A sense of direction
A shared understanding across your team of where digital and AI can genuinely help.
Stronger bids
Evidence and a credible plan you can reference in funding applications.
Smarter spending
Confidence about what to invest in — and what not to — before you commit budget.
Proven approach
Modelled on diagnostic work already delivered with Citizens Advice Gateshead and Citizens Advice Caerphilly Blaenau Gwent.
FAQs
Good questions.
- Do we need technical staff to take part?
- No. The diagnostic is designed for organisations without in-house technology leadership.
- Will you try to sell us software?
- No. The diagnostic covers strategy only — no technology design, build or product sales.
- How much staff time does it take?
- Very little. Each member of staff completes a short online survey, and we hold one or two conversations with your managers and leadership team.
- What happens afterwards?
- The roadmap is yours to act on. If you'd like support delivering it, we can talk about that — there's no obligation.
Plan next year with a clear digital direction.
Book a free 30-minute call to see whether the diagnostic is right for your organisation.