People. Process. Systems.


Crossroads Caring Scotland is a charity with over 35 years’ experience of providing support for vulnerable people and their carers. They were looking to explore alternative IT business system options that would better support the day to day running of the organisation. Their current solution was not fit for purpose, and they needed help and support to find a system that would suit their needs.


Any system had to be able to handle:

  • Front Line Services – Rota Management & Care Management
  • Back Office Functions – HR, Payroll, and Finance


Due to the critical nature of the project, Crossroads engaged Optimum PPS for our knowledge and expertise on the charity sector. Having delivered many Blueprint & Selection exercises for the charity sector, we know the common challenges that the sector faces and how to drive improvement opportunities across organisations.


We were tasked with:

  • Completing a Blueprint exercise
  • Carrying out system evaluations
  • Providing support & guidance where needed


Crossroads were in the perfect position to benefit from a Blueprint exercise that would map out their “As Is” ways of working and drive out a new and improved “To Be” model. This would then allow them to really understand their business requirements and robustly assess potential IT system options and comfortably select the one that best fits their organisation.


Using our Blueprint methodology & System Evaluation toolset brought structure to ensuring requirements are understood in-depth to enable the best fit solutions to be identified.


Our lead consultant for the project was Andrew Harley, who has built up expert knowledge of the charity sector and the challenges that exist within it.


  • Blueprint to detail current “As Is” ways of working and future “To Be” state
  • System requirements and scoring matrix toolset
  • New system selected that best fits the needs of Crossroads
  • Improved future operational model


  • Clear roadmap of what needs to be done and how to get there
  • Able to prioritise areas that will have maximum impact and benefit for the organisation
  • Confidence that the system selected will be fit for purpose
  • Standardised ways of working increases efficiency of departments
  • Ability to optimise resource usage to deliver help where it is most needed
  • Better levels of service for those who rely on the charity
  • Less manual processes saves time each day
  • Project management kept teams on track and moving forward