AI & Integration

The problem: plenty of data, not enough answers

Most organisations already hold the data they need to run well. The trouble is that it sits in different systems, is structured differently in each, and getting a report out means someone exporting, merging and tidying spreadsheets by hand. Managers get numbers late, and do not always trust them.

We start from the goals you are trying to meet and the questions you need answered, then fix the data behind them. FJB Digital is a Zapier partner, we use AI tools including Claude and ChatGPT to optimise processes, and you work directly with senior technology consultants, not a layer of account management.

Sound familiar?

• Your data is scattered. Contacts, income, projects and activity live in the CRM, finance, spreadsheets, email and the website, and nobody can say which version is right.
• It is poorly structured. Duplicates, inconsistent fields and free text mean a report built on it cannot be trusted.
• Management reporting is manual. The monthly pack is rebuilt by hand from exports, takes days, and is out of date by the time it is finished.
• Simple questions take too long. "How are we doing against target?" needs a person to disappear and build the answer.
• Every team has its own numbers. Internal figures, board reports and funder or client reports do not agree.

What good looks like: insights that make your team's day easier

• One trusted version of the numbers, so meetings are about decisions, not about whose spreadsheet is right.
• Management reports that update themselves, so nobody spends the first week of the month building them.
• Answers in minutes, not days, for the questions managers and trustees actually ask.
• Less re-keying and fewer errors, so staff spend their time acting on information, not preparing it.
• Board, funder and client reporting from the same source, so every report tells the same story.
• Early warning, with problems and patterns surfaced before they become expensive.

Our technology approach and experience

The sections below show how we get there: connecting your systems so data flows without re-typing, applying practical AI where it finds problems or saves time, and doing it with your data kept private.

Connect the data: your systems, working as one

Good reporting starts with data that is consistent and connected. We design and build the links between the tools you already run, and put an owner on every piece of data that moves, so reports can be built once and trusted.

How we build them: we are a Zapier partner, and our clients run their integrations on Zapier. That means you can see what is connected and change it as your needs change. Where a native connector or API is the better fit, we use that instead.

AI: practical, and applied where it counts

We treat AI as a tool, not a category. We use Claude and ChatGPT to optimise processes, we are bringing MCP integration into our work, and we show the evidence.

• Process optimisation. We use AI to find manual steps, duplicated effort and errors in how work and data move between your systems, then fix them with you.
• Org analysis. Our own tool reads the metadata of a whole Salesforce org to surface issues and drive change. We do not push Agentforce into client orgs as a default.
• Content migration and build. AI speeds up website content build and shortens the path from design to a working site, with a person checking the result.
• MCP integration. We are bringing MCP (Model Context Protocol) integration into our work, so AI assistants such as Claude can work with your systems through controlled, permissioned connections.

Your data, privacy and GDPR

Many organisations worry about what AI does with their data. We treat that as the starting point, not an objection.

• Agree what AI can see. Before any work starts, we agree which data an AI tool can access, and we keep personal data out of AI tools unless there is a lawful basis and a clear need.
• Choose tools and settings with care. We say which tool touches which data, and use settings that stop your data being used to train models.
• Permissioned connections. Access through Zapier and MCP is scoped to what each task needs, and can be switched off.
• Check before go-live. We review what data is involved, where it goes and who processes it, and document it for your own records.
• Your advisers stay in the loop. UK GDPR applies. We are technology consultants, not lawyers, so we work alongside your data protection officer or legal adviser on the legal questions.

How we work

1. Diagnose. We start with the goals you need to meet and the reports and decisions that depend on them, then map the systems and where data gets stuck, duplicated or re-typed.
2. Design. We agree what connects to what, who owns each field, and what AI is worth adding.
3. Build. We build, test with your team and go live in stages.
4. Support. We keep it running and improving.