Case Study: Woodland Trust boosts automation and integration with Codeless Platforms BPA Platform

Woodland Trust - Customer Case Study

The Woodland Trust, a UK woodland conservation charity, faced challenges with inefficient manual processes and poor system integration. Their CARENG CRM system required numerous repetitive tasks, including managing mailing histories and running Direct Debit checks. They partnered with Codeless Platforms to automate these workflows and better connect their business applications, seeking to improve operational efficiency and data handling.

Codeless Platforms implemented its BPA Platform to automate over 100 business tasks for the Woodland Trust. The solution automated financial notifications for significant donations, streamlined Direct Debit checks via a virtual mailbox, and integrated third-party systems like Pitney Bowes Portrait. This drastically reduced manual intervention, enhanced the efficiency of collecting income, and allowed staff to focus on more valuable work.

Woodland Trust

Christopher Holt

SRM Project Manager