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.
Strategic Operating Platform Implementation
Transitioning from legacy Salesforce constraints to a unified, trauma-informed growth system.
Current Tech Stack
Why this matters commercially
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."
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.
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.
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
Formal sign-off and shared environment setup in the Forbidden portal.
Alignment session to lock in the roadmap, key milestones and success metrics.
The strategic transition, integration and configuration workstreams.
Team training and process documentation to ensure confident adoption.
Final validation and go-live, moving the business onto its new foundation.