The Bluecoat is seeking proposals from qualified digital strategy consultants with expertise in evaluating charitable technology ecosystems—particularly CRMs, finance, commerce, and email marketing platforms. The consultant will conduct a review of organisational processes and how they are served by current, in‑place digital infrastructure and workflows. This will result in actionable recommendations for a digital strategy that aligns with the Bluecoat’s long‑term sustainability goals and ambitious growth strategy.
The Bluecoat seeks a partner who takes a people‑centered, holistic approach and will be able to comprehensively understand the art centre’s many moving parts across various departments to support organisation‑wide systems adoption and long‑term digital sustainability. The ideal consultant will considerately engage with the Bluecoat’s staff to assess organisational workflows and develop strategic solutions to enhance operational and administrative efficiency.
Proposal Requirements
- Executive summary
- Consultant background and relevant experience in charitable organisations’ digital strategies and process optimisation
- Approach and methodology for discovery, analysis, and roadmap development
- Proposed project timeline with key milestones within timeframe given below
- Proposed budget breakdown
- References from 1–2 past clients who can speak to consultant’s experience with similar projects
Selection Criteria
- Demonstrated expertise in charitable organisations’ digital strategy and assessments, including experience with CRMs and finance systems. Current systems in use at the Bluecoat include: GoodCRM (integrating as part of the wider project), Event Temple, Xero, Shopify, Mailchimp, Illuminate, ticketing platform (currently TryBooking), Google Suite.
- Understanding of nonprofit operational and technical challenges
- Ability to conduct independent, objective assessments using a tech‑agnostic approach that prioritises needs over specific platforms or vendors
- Commitment to a people‑centered, holistic approach
- Demonstrated dedication to diversity, equity, inclusion, and belonging in their approach and working relationships
- Competitive pricing and value for service
Timeline
- Proposal Submission Deadline: 12pm Friday 24 April
- Consultant Selection + Contracting: 15 May
- Project Begins: 25 May
- Project Ends: 30 Sep
How to Submit
Proposals should be submitted to Callan Waldron‑Hall at development@thebluecoat.org.uk. We look forward to receiving your proposal.
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