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Strategic Operating Platform Implementation

Empowering frontline support through operational clarity and safety.

Transitioning from legacy Salesforce constraints to a unified, trauma-informed growth system.

Current Tech Stack

SalesforceECAS Managed PackageSageWhatsAppExcelLegacy Telephony

Why this matters commercially

Sonas will gain a scalable operating platform designed for its unique service model.

Sonas is seeking to establish a safer, more usable, and scalable operating platform for its expanding domestic violence charity. This project is positioned as an operating model and service transformation, moving beyond a conventional CRM implementation to support both client services and property management.

The commercial outcome for Sonas will be enhanced organisational insight, improved governance, and reduced administrative burden. This will allow for better forecasting, clearer client lifecycle visibility, and the scalability required for continued service expansion.

"We are building a system that supports professional judgement, rather than attempting to replace it, ensuring staff can focus on safety, support, and continuity of care."

01

Clearer Client Journey Visibility

Staff will gain a coherent view of each client, child, and family relationship, enabling seamless support across multiple service episodes and improving handovers between team members.

02

Reduced Administrative Burden

By streamlining recording processes and connecting needs assessments to support plans, staff will spend less time on system navigation and more time directly supporting women and children.

03

Integrated Property Operations

The platform will provide a connected view of properties, tenants, maintenance, and compliance, simplifying work order management and improving financial reporting for the housing team.

The journey forward

A structured path to operational clarity.

  1. Step 01

    Engagement

    Formal sign-off and shared environment setup in the Forbidden portal.

  2. Step 02

    Kickoff

    Alignment session to lock in the roadmap, key milestones and success metrics.

  3. Step 03

    Implementation

    The strategic transition, integration and configuration workstreams.

  4. Step 04

    Enablement

    Team training and process documentation to ensure confident adoption.

  5. Step 05

    Launch

    Final validation and go-live, moving the business onto its new foundation.