The challenge

Payroll Giving manages charitable giving schemes for hundreds of organisations across the UK. That means constantly onboarding new clients, maintaining and updating records for existing ones, and running marketing activity, all simultaneously, with accuracy and efficiency that a general-purpose tool simply couldn't provide.

Their existing processes were time-consuming and difficult to scale. They needed a system built specifically around the way their team actually works, not a configured off-the-shelf product, but something purpose-built from scratch.

What we delivered

Firehawk Media designed and built a bespoke backend administration platform that handles the full client lifecycle from a single, streamlined interface. The system was built around the workflows of the Payroll Giving team, reducing manual work, improving accuracy and giving them visibility across all their client activity in one place.

• Client onboarding
  A structured onboarding workflow for bringing new organisations onto the scheme, with automated steps and documentation management.
• Client record management
  A centralised system for maintaining and updating existing client records, reducing reliance on spreadsheets and manual processes.
• Marketing creation & monitoring
  Tools for creating marketing campaigns for clients and tracking their performance, all managed from within the same platform.

The outcome

With the new platform handling the operational complexity, Payroll Giving has been able to scale their client base to hundreds of organisations and maintain the quality and consistency that their reputation depends on. They consistently rank among the top three payroll giving charities in the UK, a position that their efficient, well-run operation helps them sustain.