Our Work

The Bike Project

At The Bike Project, we collaborated closely with the CEO and Head of Operations to build automated processes within their existing Salesforce setup. We integrated and streamlined workflows across FormAssembly, Campaign Monitor, Shopify, Raisely, JustGiving, and Eventbrite, enhancing marketing, fundraising, programme delivery, and finance operations.

This cross-platform approach increased efficiency and enabled better data-driven decision-making across the organisation.

Hope for the Young

At Hope for the Young, we supported a major redesign of their operational structure in Salesforce, focusing on the Mentoring and Grants & Advocacy programmes. We introduced Zapier and created integrations with Mailchimp, Survey Monkey, and Cognito Forms - simplifying workflows and improving service user experience.

Initially a project engagement, this work evolved into an ongoing strategic and implementation partnership.

My Big Career

We worked with the CEO to implement My Big Career’s first Salesforce setup, designing the operational architecture while retaining the organisation’s pre-existing processes. We managed a complex data migration including inconsistent school records and developed a reporting framework to improve consistency and insight.

The system made it easier to track each young person’s journey, manage grant funding, and support decision-making across programmes.

What our clients are saying

  • "He has a real understanding of the challenges charities face, the technical ability to deliver, and a unique eye for design that has been critical in improving the user experience for our staff, volunteers, service users, and supporters"

    — Matt Blacker | CEO
    Hope for the Young

  • "Working with Patrick was a game-changer for us. He has a rare ability to translate complex technical challenges into clear, practical solutions. From optimising our Salesforce setup to streamlining other key processes, he consistently delivered work that made our systems more efficient and our team more effective"

    — Jem Stein | Founder & former CEO
    The Bike Project