Different organisations. Demanding challenges. See what we have worked on together, and hear from the people involved.
A well-established Manchester accountancy practice going through a period of change. Good people, strong client relationships, but no clear picture of digital maturity. Systems had grown organically over years without a coordinated strategy.
A practice that went from no structured view of its digital position to having a clear strategy, working systems, and the confidence to carry that into a major acquisition. Cooper Parry became a client in their own right.
We started with a full five-dimension assessment: maturity audit, digital mapping of every significant process, and a skills forecast across the team. From that evidence base, we moved into Launch: CRM deployment, knowledge management, AI tooling for document review and client communications, and workflow automation connecting client onboarding through delivery to billing.
Thrive kept the momentum going: continuous refinement, adoption support, and incremental improvements as the team grew into the new ways of working. We were part of the exit process when the practice was acquired by Cooper Parry. The digital foundations we'd built held through the transition, they weren't just functional, they were legible. The acquirer could see what the practice had built, trust the data, and build on it. Cooper Parry then became a Yopla client independently of that work.
We work with Cooper Parry on technology and strategy, helping the team consider how systems, data and AI can support the organisation’s ambitions.
Practical advice that connects the wider strategy with the technical choices ahead.
We provide technology and strategy input, including advice on AI, data lakes and the connections between systems.
Working alongside the team, we help explore options, question assumptions and shape priorities around what the organisation needs. This is an ongoing advisory relationship, supporting informed decisions about what to do next.
A specialist peptide synthesis company doing cutting-edge science. Technical challenges landing from every direction. No single system connecting accounts, customer relationships, or project delivery. Good people solving things on the fly.
A CRM built around funding, investment pipeline, sales, and project delivery. Connected systems that grow with the science. A team that knows where to look when something new lands.
“Yopla has consistently helped us with all sorts of technical challenges across various scenarios. We always turn to them when we're facing something novel and demanding.”
This was a hands-on Launch engagement for a company doing genuinely novel science. We built a CRM structured around what actually drives their business: the funding and investment pipeline, sales relationships, and project delivery tracking. Alongside that, we deployed accounting systems and project management tooling, connecting the pieces into one coherent infrastructure.
The relationship has been ongoing because that's how frontier businesses work, new challenges land constantly. Origin Peptides don't come to us with a specification. They come with a problem. And we work alongside them to solve it, each time extending what the infrastructure can handle.
A quantum research company pushing boundaries in deep tech, but without the infrastructure governance to match. Technology choices were being made fast, cyber risk was not well understood, and there was no structured view of how their tools and data practices held up against industry standards.
A structured understanding of technology and cyber risk. Actionable recommendations the team could implement immediately. Confidence that their foundations would not become a liability as they grow.
“I think we were expecting a standard IT audit, tick boxes, jargon, recommendations we'd file and forget. What we actually got was a proper conversation about how our technology decisions connect to where we're trying to go as a business.”
We ran a technology and cyber audit designed for a business doing genuinely frontier work in quantum sensing. This wasn't a compliance checklist. It was a structured assessment of how tools, data practices, access controls, and security posture connected to the company's growth trajectory.
The Alignment engagement reviewed architecture, data handling, and compliance posture against industry standards. The output was a clear, prioritised set of recommendations: what to strengthen now, what was already solid, and what to plan for as the business scales. The team came away with a structured understanding of their position. Not anxiety about gaps, but confidence about foundations.
A charity delivering conservation programmes across Northern Ireland. No expertise or capacity to know where to begin with digital transformation. Manual, outdated processes consuming staff time. Multiple teams working at different paces.
Mobilisation gave clarity. Thrive is now live and growing, across CRM, AI, payroll, HR, accounting, membership, and more. Staff time redirected toward conservation, not administration.
“The approach was very transparent in terms of how Yopla do things and what your process would be. What stood out was the time taken to understand our organisation, rather than just applying a standard approach to every case.”
We spent time with every part of the organisation: conservation, fundraising, operations, volunteer coordination, leadership. Understanding how work really happened day to day. Digital skills assessments gave us a picture of confidence and readiness. Process mapping covered grant reporting, donor management, event administration, and all the coordination that sits behind conservation delivery.
What emerged was an organisation full of committed, capable people who deserved better infrastructure. Mobilisation gave leadership the evidence to set direction. Thrive is now underway and expanding across the organisation: CRM, AI tooling, fractional CTO support, project management, a penny-perfect payroll migration, HR systems, accounting, and membership management. The focus is always on freeing capacity for the mission, not technology for its own sake.
A national social enterprise managing procurement frameworks worth hundreds of millions. Complex stakeholder landscape. High accountability. The leadership team knew digital transformation was necessary but needed an evidence base to act.
A leadership team with a clear, evidence-based view of where they stand. Structures and dependencies surfaced that were not visible before. A concrete path forward grounded in real organisational understanding.
“It validated a lot of what we thought and gave us some things to have a think about.”
A full Mobilisation assessment for a national social enterprise managing procurement frameworks at significant scale. Structured interviews across leadership and operations. Maturity audit across all five dimensions. Digital mapping of the workflows, dependencies, and stakeholder relationships that held the organisation together. Skills forecasting across the team.
The value here was in making complexity legible. An organisation with deep stakeholder networks and high accountability requirements had knowledge distributed across people and processes in ways that no single view had ever captured. The assessment surfaced those structures, quantified maturity, and delivered a transformation strategy grounded in what the organisation actually looked like, not what anyone assumed it should look like.
A multi-site engineering services group scaling fast. Technically strong people, but no shared operating system. CRM existed but nobody trusted it. Reporting was manual. Decisions relied on whoever happened to be in the room.
A business moving from heroics to shared systems. CRM adoption went from near-zero to over 90%. Reporting that used to take days now takes minutes. Work is ongoing as we continue building together.
“Before Yopla, we were relying on hardworking, clever people to hold everything together, but it felt like heroics just to keep things running. Now, we're all working toward the same goals in the same way, and our customers can actually see the difference.”
We assessed maturity across all five dimensions (strategy, people, processes, technology, and customer), interviewing leaders and site teams across the group. We ran digital skills assessments with every team member, and mapped the workflows that connected sales, delivery, finance, and operations across multiple locations.
That evidence base shaped everything that followed. In Thrive, we built a CRM that reflected how the business actually works: pipeline stages, automation, and reporting designed around real operations, not generic templates. We connected financial and operational data into a single reporting layer so the leadership team could see performance in one place. Adoption coaching ran alongside every deployment. This work is still ongoing, we continue to refine, expand, and improve as the business grows.
A housing association serving vulnerable tenants. The team was duplicating data across disconnected systems, fixing mistakes by hand, and losing hours to tasks that should have been automatic. Good intentions, poor infrastructure.
From Mobilisation into Thrive, CRM, phone system, accounting, payroll, website and apps all coming together. Staff confidence transformed. More time for tenants, less time fighting systems.
“It makes sense that you take time to get the architecture right from the outset, rather than forging ahead with something that will need to be changed.”
We mapped every workflow and handover point: tenant onboarding, support case management, housing allocations, compliance reporting. We interviewed staff across the organisation and ran our digital skills assessment to understand where confidence sat, and where it could grow.
The Mobilisation report gave leadership a clear, evidence-based view of where the highest-impact improvements lay. In Thrive, we started joining it all up: CRM, phone system, accounting, payroll, website and apps, building the connected infrastructure that lets the team focus on what they're here to do. What stood out most was the shift in how people felt about technology: from something imposed to something that genuinely helped them spend more time supporting tenants.
A property management business that had grown by bolting software together. Each tool solved one problem but created two more. The result was what they called a Frankenstein system. Everything was harder than it should have been.
A leadership team with a clear, evidence-based understanding of their digital maturity. The gap between ambition and reality made visible. A foundation of insight they could act on with confidence.
“We used to bolt bits of software together into what can only be described as a Frankenstein system. Yopla showed us how to rethink everything, and now our tools actually make things easier instead of harder.”
We mapped the full operating landscape, property management, CRM, finance, maintenance, reporting, and talked to people at every level about how they got their work done. Digital skills assessments gave us a picture of confidence and capability across the team.
The assessment delivered a detailed understanding of their digital reality: where systems connected, where they didn't, and what the gap looked like between ambition and current state. Maturity scores across all five dimensions gave leadership a clear, evidence-based picture of where they stood and what the highest-value changes would be. This wasn't about fixing things, it was about understanding things properly for the first time.
A growing technology company with ambitious plans but no clear picture of where their systems stood. Decisions made on gut feel. The team knew they were outgrowing their setup but could not articulate what needed to change.
Leadership aligned on priorities. Investment decisions grounded in evidence rather than assumption. A roadmap the team could execute with confidence.
This was a focused engagement: structured interviews with leadership and technical staff, a capability assessment across systems and processes, and deep process mapping to understand where the business was heading and what the infrastructure needed to support that.
We didn't deploy anything. The value was in the clarity. We delivered a prioritised transformation roadmap, sequenced, costed, and grounded in evidence. The leadership team walked away aligned on the same priorities, with a plan they could brief to their board, take to market, or hand to a delivery partner. No ambiguity about what to do first, or why.
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