Empowering Digital Transformation at Adferiad

Introduction

Over the past three years, we’ve partnered with Adferiad, a Welsh charity supporting vulnerable communities, mental health, rehabilitation, and veterans, to help deliver a wide-ranging digital transformation. 

Our goal was to consolidate the data and systems of four separate charities into a single, unified Microsoft 365 tenancy, while replacing outdated manual processes with modern, automated solutions — reducing administrative burden, empowering staff, and enabling Adferiad to focus more of its energy on front-line impact. 

Challenge

Adferiad was facing several challenges as it navigated the merger of four distinct organisations:

• • • The Need to consolidate and structure information across different charities into a single, accessible system
    • A reliance on on-premise file servers, limiting access and collaboration
    • Paper-based forms and workflows that caused delays and inefficiencies
    • Limited internal capacity to design and manage digital systems
    • An outdated, manual expense reconciliation process that was time-consuming and error-prone

These challenges were holding back operational efficiency and preventing teams from scaling their work effectively.

Our Approach

Our engagement began with foundational infrastructure work and grew into a trusted partnership that spanned cloud migration, workflow automation, staff training, and ongoing support.

Data Migration

We migrated all file storage from local on-premise servers to SharePoint, enabling secure, cloud-based access across the organisation. We also migrated user OneDrive’s from each of the four legacy charities into the new, unified tenancy — with structured permission models to support collaboration and privacy.

Workflow Automation & Blueprint Development

Using Microsoft Power Automate, Forms, SharePoint Lists, and Approval processes, we digitised and automated a range of previously paper-based workflows. During this process:

• We built three complex, reusable flows during training sessions, which now act as reference blueprints for the internal data team.
• The team is now able to replicate or adapt these flows to suit new use cases.
• Best practices were embedded for scalability, naming conventions, and error handling.