End-user, administrator
International Society of Bayesian Analysis
ISBA is an international non-profit society with members from all over the world. We have sections that represent different scientific areas and chapters that represent different regions of the world. Civi Member powers our membership system! We use CiviEvent for Conference and Workship registration, and utilize CiviPetition for creating new sections to our society through member petitions. We are epxloring how CiviGrants can be used to track our travel awards and look forward to features for integrating accounting and finance. As a growing non-profit CiviCRM plays a major role in managing our membership system!
End-User
Organization using CiviCRM
1. To maintain a track of all the workshops conducted till date, who attended the program, who funded the program etc.,
2. To regularly keep in touch with all key stakeholders
Developer & Implementator
IXIAM
It's all about community. I love the CiviCRM philosophy and in IXIAM, we are trying to expand the spanish speaking community in Spain and Argentina
Administrator, Implementor, Developer
The Bible Society of South Africa
We are currently migrating to civiCRM. We will be using civiCRM for back office to record contributions, manage donor communication and report on contributions received.
CiviCRM is perfect for us because it is based on contributions
End-user, Administrator, Implementor
Center for Media Justice
Civi has been an amazing tool for CMJ (and for other organizations I work with) to keep our most important data all in one place in a user friendly way.
End-User and Admin
Green Party of England & Wales
We use CiviCRM for our Membership and Supporters system. We're committed to using Open Source solutions and are keen to expand the variety and success of our member recruitment and fundraising efforts.
End-user and Developer
Woolman Sierra Friends Center
If it weren't for CiviCRM we'd be using at least 5 different
systems for Woolman: one for donor management, another for email newsletters, a third for our school enrollment, a fourth for our summer camp registration, and then a whole bunch of spreadsheets for keeping track of things like event attendance, prospective students, CSA memberships, etc. And of course none of those systems would talk to each other or make it possible to get a whole picture of the many ways one person might participate in our education center's activities. Migrating all of our scattered data and disparate systems to CiviCRM was a long and challenging process, but the results have been more than worth it. Our ability to track and report on our programs has improved dramatically, while the burden on staff to do data entry has been greatly reduced, and our participants are happy that they can now register/enroll online rather than mailing or faxing paper forms.
Implementor
ISHR
ISHR is currently in the early stages of implementing CiviCRM, and is finding the customisable aspects of the software to be especially beneficial.
Developer
Electronic Frontier Foundation
I work for the Electronic Frontier Foundation. We switched to CiviCRM so that we could be sure that our membership data stays safe, secure, and private. Now we have control over our CRM and can customize it to work for our needs.
Implementor
BackOfficeThinking
CiviCRM allows us to bring all benefits and capabilities of a large commercial CRM and
donor management system to medium and large non-profits at a fraction of the cost. CiviCRM also allows smaller non-profits to benefit from an integrated solution for donor management, events, bulk email, etc. substantially increasing their effectiveness as compared to managing a variety of nonintegrated software and spreadsheets. Thanks to a strong CiviCRM community, CiviCRM’s functionality continues to advance and CiviCRM’s market continues to grow rapidly.
Developer
Implementors and Developers
Worked with CiviCRM as core team developer for more than 2 years. Now we are working as a team and providing service with CiviCRM installation, customization and training. One thing about CiviCRM community is that it's very healthy and really helpful. It's really great that i am part of this community and we want to grow this more and more . Also whatever the problems we are facing there is a solution on forums, or we will get the proper guidelines to solve the issues. Big salute to the CiviCRMcommunity :)
Implementor, Consultant, Designer, Trainer
Elev8brand
CiviCRM is an solid and feature rich web based CRM that supports an organization or non-profit's ability to service its members. In a recent implementation for client they are using CiviCRM as an association management tool for memberships and event registrations. Associations are a huge area for growth in the CiviCRM market, and the ability for an organization to own and control their own data via an open source platform is a liberating experience. Coupled with Drupal and/or Wordpress makes CiviCRM and ideal combination for ANY non-profit or association.
Comments
How much overlap with existing civi features?
Hi,
That's sounds like a great project!
Few points:
Remuneration
Might be interesting to clarify which country(ies) you want to target and start collecting on a wiki examples of payslips in various countries.
The only thing that is common between countries seems to be that the org has to pay something and the employee receives less at the end. In between, you can have dozen of deductions and taxes where the names and calculation varies widely based on the infinite creativity of our governements.
To make it funnier, the names and rates of the items varies in the same country (the new gov increases a rate from 4 to 5 in effect in 3 months) or based on each employee (eg. those about 60 don't pay X).
Anyway, this is potentially something very complex to accomodate all the cases, might be better to focus on a few countries and rules?
Not sure how your SaaS offer is going to look like, but would be really interesting that you track and update automatically the changes in the regulation and update the rate of this item next month, so the orgs don't have to follow it. I would suggest to offer that as a service even if you are not hosting the application so I could subscribe and let you adjust the rates based on the changes in the regulation.
Would be useful to be able to share "recipes" of remunerations, so if I'm a canadian NGO, I can re-use the template as created by another canadian charity.
(the setting api is going to be great for both sharing and updating automatically)
Budget Planning
An item that is often a PITA is planning the salaries for next year. Might be a report that you export of the existing staff and load in excel. Ideally, with some formula (doesnt' work on csv) so I can see what's happening if I increase the salaries of the policy officers by 4%
Timesheet/Holidays are activities
This one is a pet issue of mine: timesheet should be linked to existing activities. It doesn't make sense to spend time on stuff that aren't activities, it doesn't either not to reuse your "TODO" to fill the timesheet.
eg if I have a 1 hour meeting with Chris scheduled for tomorrow at noon, I wouldn't make sense to have both to update it to change its status and update its duration AND having to enter "lunch with Mr. White" in my timesheet.
IMO the timeslots should be linked to activities in civi.
Recruitement
Some of our clients already use civi for the recruitement (either as profile with custom fields for each question, or webform civicrm and activities). They tend to use the status of the activity or a custom field to log who is rejected, shortlisted... It can then allow best practices, like finally treating the candidates like human beings and send them all an email to let them know their candidacy has been rejected or not instead of the usual "if you don't hear from us, please take it as a hint you are worthless to us"
Re use and extend
It's probably obvious for everyone, but civi got already quite a few features that can be directly used (eg org chart based on relationships).
It would be interesting than rather to develop hr as a single component/module, have smaller and more focussed features packaged as extensions, so I could add/enable Expenses but not Asset tracking. Would be more flexible and make it easy to collaborate (eg If the Disciplinary is completely different in my country, could implement it as a separate extension)
Reply to Xavier
Hi Xavier,
Thanks so much for your comments. My responses are as follows:
Remuneration
This is indeed a very complex area, and we do not have any initial plans to provide for the automatic calculation of taxes or other payroll deductions. The remuneration functionality will initially be restricted to just recording the pay and other benefits relevant to a staff member's remuneration package. However, we will be looking at ways in which we might transfer these remuneration details to the payroll software and services commonly used by organisations.
Budgets
This is a great suggestion. I will add it to our list for consideration.
Timesheets & Activities
Yes, I agree this could be very useful. I will look into it further.
Recruitment
We need to provide better tools for communcation with candidates, both so that they can be treated better, and also to reduce the workload of the organisation that is looking to recruit. I will add to our list.
Re-use & Extend
This is a very interesting point, and one that I am hoping will draw comments from many others in the Civi Community.
First, I must tell you that I am relatively new to CiviCRM and I am yet to become familiar with all its functions and features, but we will of course be aiming to use as many of them as possible, rather than spending development time on needless duplication.
Second, not being a developer myself, it is not immediately obvious to me whether CiviHR should be developed as a single component/module or as a series of extensions (or a mix of both). I need to understand more about what implications these different approaches would have.
Furthermore, consideration of this issue must take into account one of Zing's core objectives for CiviHR, which is that it will be useable by organisations that may already use a CRM solution other than CiviCRM. However, assuming that this can be achieved, we would like organisations to be able to pick and choose from the available functions within CiviHR so that they do not have to accommodate lots of functionality that it inappropriate to them.
Possible links to Accounting Integration
Very good extension of CiviCRM for its target market.
At some point it may be useful to look at having CiviHR do some of the payroll stuff inside CiviCRM. FWIW, accounting integration will provide the ability to look after accounts payable and expense lines. JMA has enhanced CiviGrants to also handle cutting and tracking cheques for recipients.
Url:
Accounting Integration
Thanks for the comment about Accounting Integration and Payroll Integration. I have added them into the requirements specification.
Looks great
Hi Andrew,
Looks great. We have a client who would certainly be interested in this and we would be pleased to collaborate.
A few extra ideas:
- TOIL / Overtime
- Separate security profiles for users to submit their holidays, timesheets and sickness etc without system access (possible CMS integration?)
On another point an "Org chart designer" for complex company group structures would be very useful feature for industry/trade membership organisations.
Best
Url:
Looks Great
I have added, TOIL and Overtime into the requirements specification - thanks.
CiviHR - Leave registration
Our company likes to have a leave registration. Will leave registration be part of the CiviHR module? If so, please let me know if I can have a look at it already.
Do you have any idea at what time it will be available?
Thank you very much in advance for your time.
Kind regards,
Leave Registration
The intention is to allow users to book their own leave, with a workflow sending the request to their manager for approval. Is this the sort of functionality that you are looking for?
The first version is scheduled to be available in time for CiviCon London in October 2013, with other features to be added according to the schedule on the wiki:
http://wiki.civicrm.org/confluence/display/CRM/Project+Phases
Would you be interested in working with us as a development partner?
A few years ago I did a bit
A few years ago I did a bit of (personal) research on opensource ERPs and whatnot. I thought that http://www.orangehrm.com/ was the best of what I found. It's product page seems to fulfill on just about all of the requirements that you list
I'd think it may be better to integrate with a solution that already works than add functionality expanding the scope of a CRM to include HR.
Thanks for the comment about
Thanks for the comment about Orange HRM. A number of other people have also suggested using this instead of us adding HR features to CiviCRM.
We looked long and hard at Orange HRM, and we could see that it is a very good HR application. However, in the end, we decided that it would not work for us since it is designed by a corporate for use by corporates. We believe that the HR requirements of NFP's are sufficiently different to those of corporates to warrant their own application (eg Volunteers are not catered for by Orange HRM), and that this application would need to be developed from the start in consultation with HR managers at NFP's.
Moreover, we decided that Zing, as an NFP, needed to work with another NFP, as is the case with CiviCRM. Orange HRM is a corporate, and we deemed that if we partnered with them, the differing cultures and objectives would inevitably come into conflict. We believe that we will be more successful over the longer term by partnering with CiviCRM.
Security Issues
At the San Francisco sprints in April I started work with Tim Otten on the design of CiviHR, and you can see the revised development schedule at:
http://wiki.civicrm.org/confluence/display/CRM/Project+Phases
The first phase is scheduled for completion by the end of September 2013, in time for CiviCon London.
One very important issue discussed amongst the core team was security, and as a result, the decision was made to initially develop CiviHR as stand-alone from CiviCRM, although much of the code will still be shared. The reason for this is that HR data requires much more flexible security features than are currently available in CiviCRM.
For organisations already using CiviCRM, they will need to install CiviHR as a separate application. The plan is to eventually integrate the two applications, once the security issues have been resolved.