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Marketsoft Governance

The foundation that makes everything else trustworthy. Data quality, compliance, privacy, regulatory readiness, and stewardship. We ensure the data your organisation runs on is accurate, secure, and fit for purpose.

Sound familiar?

  • We don’t trust our customer or supporter data.
  • We need to get on top of privacy and risk.
Two colleagues at a meeting table reviewing a printed document, one marking a clause with a pen while the other listens closely.

Where you are now

The rules keep changing. Your data practices can keep up.

What you probably already have

  • Personal information about customers, supporters and staff
  • Policies, some written a while ago
  • A board and leadership team asking about privacy and cyber risk
  • People who want to do the right thing

What gets in the way

  • Not knowing exactly what data you hold, or where it lives
  • Addresses and contact details that are out of date
  • Privacy Act changes, and what they mean for you
  • Governance that exists on paper but not in practice

Our approach

Get the foundations right, make the change, then keep improving.

Most work moves through three stages. You can start with whichever one you need.

  1. Prepare

    Get the foundations right. Understand where you are, where you’re going and what needs to change.

    • A data health check, showing what you have, how good it is and what to fix first
    • A data and privacy review covering what you hold, where and why
    • Governance frameworks, data quality rules and standards
  2. Transform

    Bring data, technology, people and processes together to turn plans into meaningful change.

    • Data cleansing, deduplication and address updates, including National Change of Address (NCOA)
    • Privacy and compliance changes, including the Privacy Act reforms
    • Security controls and data handling practices
    • Practical guidance on security frameworks such as ISO 27001
  3. Succeed

    Build stronger, more connected and capable organisations, ready for whatever comes next.

    • Ongoing data hygiene and stewardship, so it stays clean
    • Ongoing governance and compliance support
    • Regular reviews as the rules change

Products and packaged services

Built for this kind of work.

Client stories

Where we’ve done this before.

Cover of the Marketsoft customer success story on Jewish House: Marketsoft’s impact on donor engagement

Jewish House

Community services

What was in the way

Data integrity issues in the CRM were limiting donor communication.

What we did together

Better data integrity and deduplication, with ongoing support for donor management.

“They are helpful and efficient and they answer all my questions, no matter how basic.”

Brenda Kaplan, Engagement Manager
Cover of the Marketsoft customer success story on The Royal Hospital for Women Foundation: Marketsoft’s impact on CRM transformation

The Royal Hospital for Women Foundation

Hospital foundation fundraising

What was in the way

The CRM couldn’t produce a single, unified record for each donor, the “golden record”.

What we did together

Donor records were consolidated, cleansed and imported into Salesforce.

What changed

Donor records became consolidated, accurate, and complete, unveiling the golden record.

“The Marketsoft team went above and beyond on all deliverables … The outcome for us is that we now have well-defined data and a CRM that will guide our business operations and be a reliable central source of truth.”

Alyce Simmonds, Marketing and Communications Executive

In their words

What our clients say.

  • “Marketsoft’s partnership delivered best-in-class data management, quality, privacy, and insight - turning a baseline campaign into a launchpad for scalable growth. We now have the foundation and the roadmap to support the Baker Institute’s long-term vision.”

    Charlotte Valentini Acquisition Lead, Baker Heart & Diabetes Institute
  • “We have found Marketsoft filtering processes gives our charity clients an especially good outcome with Direct Mail data, and we find the consistency of data quality offered promotes client satisfaction and longevity.”

    Wendy Syme Operations Manager, BuzzSaw Media

Insights

Practical thinking on this.

Start here

Start with a conversation.

Who leads this work

Talk to Michael Mocatta.

You won’t get passed between departments. You work directly with the people who understand the detail.