The whole platform,
one page at a time.
The Diocese Management System covers over 25 operational areas. This index takes you to the deep-dives — and to the pages that answer the questions a board paper will ask.
The Diocese Management System covers over 25 operational areas. This index takes you to the deep-dives — and to the pages that answer the questions a board paper will ask.
Dedicated pages for the deepest parts of the product, from the core record outward.
One shared timeline of every note, email, call and task — with cross-team visibility, dedupe and self-updating segments.
DBS tracking with escalation, a training matrix that follows the role, automated reminders and sealed casework.
39 role-based dashboards, 200+ metrics, a self-service report builder, pivot tables, maps and forecasting.
Plain-English answers across ~48 tools — with PII redacted before any AI call and permissions enforced per user.
The Parish Share ledger, drill-down statements treasurers check themselves, Gift Aid, expenses, trusts and forecasting.
The quinquennial written in the system with an offline survey app, agendas and minutes generated from the casework, seven inspection cycles per church, and heritage constraints synced automatically.
One record per school, foundation seats and vacancies, SIAMS and Ofsted cycles, viability on roll and deprivation, and the school estate’s carbon.
Episcopal area to church, plus parsonages, glebe, land titles and boundaries — the register every other area hangs off.
Long-running cases, PCC policy adoption, the document store with retention, surveys, events, the knowledge base and the help desk.
Carbon accounting per building, meter readings from the portal, EFT pre-fill, Eco Church sync and the Net Zero map.
Graph email, Teams calling, Azure AD sign-on and 20+ national datasets synced automatically.
Data subject requests, retention policies, access reviews, layered permissions and the full audit trail.
“When X happens, do Y” without a developer — triggers, actions, approval flows and playbooks.
Roles and postings, templated vacancy workflows, succession planning, licences, MDR and HR self-service.
The Interactive Pastoral Planner for what-if scenarios, then scheme and deanery-plan lifecycles with consultation on the record.
Ten-year projections over attendance, finance, clergy supply and school places — a retirement-wave model, scenario sliders and planning goals drawn against the trend.
The establishment register your DBF actually funds, a ten-year trajectory with role-level suggestions, and reorganisation proposals that freeze the evidence they were discussed on.
DIP, SDF and diocesan investment programmes end to end — a real project planner with weighted roll-up, success measures with forecasts and stale-reading flags, a RAG portfolio and two-click board packs.
Parochial fees, electoral roll and APCM, synod elections, the Patronage Measure clock, registers, the quinquennial cycle, closures, glebe and the diocesan filing calendar.
The platform end-to-end — what we replace, where we sit, what your teams see.
30+ self-service tools for churchwardens, treasurers and PCC secretaries — with 2FA on every login.
Parish website compliance audits, scores and policy generation — running on the same platform, sharing the same parish records.
Seven before/after vignettes — what changes for the teams doing the work.
Phase 0 to Phase 4: what a roll-out actually looks like, by quarter.
Where the Online Faculty System, Parish Returns, the national safeguarding systems and Crockford stop — and what the diocese is left holding.
The ten questions diocesan secretaries actually ask — with candid answers.