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Products · DMS · Case studies

Before & after,
across the diocese.

Seven short stories from a real diocese running DMS. Each is grounded in something that actually happened — and short enough to read in twenty seconds.

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Vignette ① · Cross-team coordination

The Wednesday That Wasn't Coordinated

Before

On a Wednesday, the Stewardship team emails a benefice to discuss giving. The same morning, Mission & Pastoral are visiting that benefice about a reorganisation. The vicar feels the diocese is uncoordinated — and says so.

After

When Stewardship opens the benefice page, the cross-team panel shows that Mission & Pastoral logged a meeting yesterday and have another booked next week. The email is paused for a fortnight. The vicar gets one diocese, not two.

Vignette ② · Compliance

The DBS That Didn't Lapse

Before

A children's worker's DBS lapses. Nobody knows for three months. A safeguarding incident exposes the gap.

After

The system sees the expiry coming 90 days out. A workflow rule emails the parish, creates a task for the safeguarding administrator, and surfaces it on the DBS Expiring Soon dashboard. The DBS is renewed before it lapses.

Vignette ③ · Parish share

The Treasurer Who Stopped Phoning

Before

The parish treasurer phones Church House every quarter to ask what their parish share position is. The answer requires a finance officer to open the accounts package, run a query, and email back two days later.

After

The treasurer logs into the portal. Their parish share commitment, current position, target and year-on-year change are right there. The call never happens.

Vignette ④ · Annual cycles

The Visitation That Booked Itself

Before

Form C returns arrive at the archdeacon's office in three formats: posted, scanned and faxed. Each is re-keyed. Visitation dates are emailed back-and-forth, sometimes twice.

After

Churchwardens fill in Form C online. Their visitation slot is booked from the archdeacon's available diary in one click. The archdeacon arrives at every parish with the data already in the system.

Vignette ⑤ · Bishop's question

The Bishop Who Asked One Question

Before

The bishop asks for a list of parishes the diocese has had no recorded contact with for over a year. It takes the team a week — they have to interrogate three spreadsheets and an inbox.

After

The bishop asks the AI assistant. The list appears in five seconds, with the contact owner and last-recorded interaction for each parish. They start the visitation list there.

Vignette ⑥ · Funder reporting

The Funder Who Stopped Worrying

Before

DIP/SDF programme reporting is a quarterly assembly job: status reports written by hand, copied into PowerPoint, sent to the funder. RAG ratings are a judgement call no-one will defend.

After

Project leads update directly. The portfolio RAG dashboard is live. The funder gets a two-click PDF that already exists. The board paper writes itself.

Vignette ⑦ · Net Zero

The Net Zero Story That Added Up

Before

The diocese's carbon footprint exists in three documents (churches, schools, houses), all out of sync. Parishes don't know what their numbers are.

After

One Net Zero dashboard combines church, school and house emissions. Parishes see their own carbon picture in the portal. Meter readings come in monthly from churchwardens' phones. The next national report writes itself from real data.

Next step

See it on your
diocese's data.

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