By Deborah Jepson |

July 18, 2025

Top takeaways from the SmartDesc Charity Roundtable 2025

Mastering your information

It was great to be part of the recent Charity Technology Roundtable, hosted by nonprofit IT specialist, SmartDesc, in London earlier this month. 

This roundtable event brought together charity IT leaders and managers, to discuss practical ways to better manage and structure information in Microsoft 365 – and revealed some compelling insights and contributions from all attendees. 

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SmartDesc Charity Technology Roundtable 2

Focussed on ways to master your information management, together we established six key stages to successfully manage large volumes of content, to ensure security, meet compliance, become AI ready, and maintain operational efficiencies across your nonprofit:  

  1. Discovery phase
  2. Clear strategy
  3. Core principles and foundations
  4. Delivery team and stakeholders
  5. Engagement and change management
  6. Sustainability and governance 

Our very own Noeleen Schenk and Alex Church joined the SmartDesc team, sharing expert information management advice and their experiences of how Metataxis helps organisations overcome their information management challenges, to improve decision-making, while remaining compliant with GDPR and other regulatory obligations. 

 

Alex Church

Alexander Church, Senior Consultant at Metataxis, adds:

“It was really great to hear the experiences of those round the table, have some lively debate, and also have the opportunity to offer some practical suggestions to help them on their M365 information management journey. We hope you found the event useful.”

If your charity has unorganised shared files across Teams, SharePoint and OneDrive, talk to us today.