A network that moves as one.

A network that moves as one.

A network that moves as one.

Federated charities balance national scale with local independence - often across dozens of separate legal entities, each with its own data, systems and ways of working. We build Salesforce platforms where the whole network can share, see and report as one, without taking away local ownership. Age UK is our reference in this pattern.

Federated charities balance national scale with local independence - often across dozens of separate legal entities, each with its own data, systems and ways of working. We build Salesforce platforms where the whole network can share, see and report as one, without taking away local ownership. Age UK is our reference in this pattern.

A volunteer chats and laughs with an older woman during an activity session in a community room, with other residents in the background

What we hear from federations

What we hear from federations

“We cannot see across our own network.”

“Every branch does it differently.”

“National reporting takes weeks and still gets challenged.”

How we help

How we help

One platform, many entities: architecture that balances national consistency with local autonomy.

Shared data standards: so the whole network’s picture finally adds up.

Branch collaboration: portals where local teams work together on the same records.

National reporting: one trusted view for trustees, funders and the network itself.

THE FEDERATED PATTERN

Consistency at scale, proven at scale

Federated charities face a challenge most partners never see: dozens of local organisations, one national mission, and no single view across any of it. It is our most differentiated pattern - the work we are known for. Age UK is our flagship reference: over 120 local Age UK partners now share one platform, with 1,800 calls a month handled person-first in one branch alone - local flexibility kept, national chaos retired. The same thread runs through our work with national networks of every shape: agree the shared standard, protect the local difference, and give everyone the same truth to work from.

What Artificial Intelligence is already doing

One platform across a network is what makes agents possible - here is where they earn their keep.

Case management

Participant management

A prebuilt agent summarises a person’s notes, goals and support at a glance, for every branch.

Service desk

Consistent answers, everywhere

A knowledge-grounded agent gives every branch the same accurate answer; a United Kingdom public-sector deployment of this pattern resolves 82% of queries without a human (Salesforce, 2025).

Case management

Matching people to local services

Connect someone to the right service in the right place, from one shared picture of the network.

Case management

Benefits and advice triage

Route entitlement and money-advice enquiries to the right team, with humans handling every complex case.

Case management

Follow-up that never slips

Timely follow-up after every adviser interaction, network-wide.

Security and compliance

Watching the estate

Anomaly detection across a large federated user base keeps access trustworthy.

Every Discovery and Planning engagement includes an Artificial Intelligence use-case mapping session - a shortlist of candidate agents scored by value and data readiness.

What Artificial Intelligence is already doing

One platform across a network is what makes agents possible - here is where they earn their keep.

Case management

Participant management

A prebuilt agent summarises a person’s notes, goals and support at a glance, for every branch.

Service desk

Consistent answers, everywhere

A knowledge-grounded agent gives every branch the same accurate answer; a United Kingdom public-sector deployment of this pattern resolves 82% of queries without a human (Salesforce, 2025).

Case management

Matching people to local services

Connect someone to the right service in the right place, from one shared picture of the network.

Case management

Benefits and advice triage

Route entitlement and money-advice enquiries to the right team, with humans handling every complex case.

Case management

Follow-up that never slips

Timely follow-up after every adviser interaction, network-wide.

Security and compliance

Watching the estate

Anomaly detection across a large federated user base keeps access trustworthy.

Every Discovery and Planning engagement includes an Artificial Intelligence use-case mapping session - a shortlist of candidate agents scored by value and data readiness.

What Artificial Intelligence is already doing

One platform across a network is what makes agents possible - here is where they earn their keep.

Case management

Participant management

A prebuilt agent summarises a person’s notes, goals and support at a glance, for every branch.

Service desk

Consistent answers, everywhere

A knowledge-grounded agent gives every branch the same accurate answer; a United Kingdom public-sector deployment of this pattern resolves 82% of queries without a human (Salesforce, 2025).

Case management

Matching people to local services

Connect someone to the right service in the right place, from one shared picture of the network.

Case management

Benefits and advice triage

Route entitlement and money-advice enquiries to the right team, with humans handling every complex case.

Case management

Follow-up that never slips

Timely follow-up after every adviser interaction, network-wide.

Security and compliance

Watching the estate

Anomaly detection across a large federated user base keeps access trustworthy.

Every Discovery and Planning engagement includes an Artificial Intelligence use-case mapping session - a shortlist of candidate agents scored by value and data readiness.

QUESTIONS

Federated charities ask us

Can local branches keep their own ways of working?

How do you roll a platform out across dozens of entities?

Ready to see what this looks like for your organisation?

Ready to see what this looks like for your organisation?

Ready to see what this looks like for your organisation?