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South West Heritage Trust select Xledger Charity Cloud Accounting System

South West Heritage Trust select Xledger Charity Cloud Accounting System

August 8, 2016


South West Heritage Trust choose Xledger & Williams Woodward

South West Heritage Trust chose Williams Woodward to supply and implement the Xledger Cloud Accounting system for Charities & Not for Profits.

Xledger went live in just over 2 months as a result of hard work from the joint implementation team.

Following a stringent public tender process South West Heritage Trust selected Xledger partner Williams Woodward for the project. Their experience in the charity sector and their proven implementation methodology were key factors influencing their choice.

Previously part of Somerset County Council, the South West Heritage Trust was established as a separate charity with the purpose of providing a resilient future for the heritage services of both Somerset and Devon. As such the Trust required its own finance system to support the organisation. The experience and expertise of the Williams Woodward team, combined with the commitment of the South West Heritage Trust team, ensured that the project time frames could be met.

The South West Heritage Trust had no IT staff or existing infrastructure and wanted an intuitive and easy to use cloud based solution that was proven and secure but did not require in-house technical skills to support.

Xledger fulfilled all the above criteria, as well as having the ability to meet the statutory SORP & SOFA reporting requirements. The combination of Williams Woodward and Xledger proved to be a low risk and cost effective way forward for the Trust. 

South West Heritage Trust

The South West Heritage Trust is an  independent charity committed to protecting and celebrating Somerset and Devon’s rich heritage. As well as the widely-praised Museum of Somerset and the current redevelopment of the Rural Life Museum, in Glastonbury, the Trust manages state-of-the-art facilities in Taunton and Exeter to care for the extraordinary archive collections of the two counties.

Williams Woodward

Since its formation in 2006, Williams Woodward have established themselves as experts in successfully managing and developing ERP projects. Their success has enabled them to build a professional team with an in-depth understanding of ERP systems and is supported by wide ranging expertise in business strategy, training and technical know-how. All their team members have a proven track record in the successful delivery of business system implementations and business process improvements.

Learn more about Xledger for Charities & Not for Profits here.


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