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GROWING AND SUSTAINING RELATIONSHIPS

GROWING AND SUSTAINING RELATIONSHIPS
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Margaret Thom

User, Administrator

Biodynamic Farming & Gardening Association

http://www.biodynamics.com

Online and offline membership sign-up and renewal,donations and event registration, integrated with our Drupal website. Directory for members, group and bulk emails, renewal reminder emails. Exciting to have complex conference registration within our CRM. Impressed with the Civi community and ongoing development of new features and improvements.

GROWING AND SUSTAINING RELATIONSHIPS
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Jamie Novick

Implementor / Developer

Compucorp Ltd

http://www.compucorp.co.uk

From fundraising websites which really connect you with your donors to essential tools for care organisations to manage their data, Civi has allowed us to do some amazing things for our clients. It's such a flexible platform and has such a great community which we're proud to be a part of.

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Samuel Vanhove

Developer, Implementor

Réseau Koumbit

http://koumbit.org

As non-profit consultants working for non-profit organizations, we found CiviCRM to be particularly well suited to answer the common needs of activist associations, charities and other medium-sized groups. Based in Montréal, we've helped local and international organizations migrate to CiviCRM to manage their memberships, events, communications and fundraising campaigns. We empower our clients and assist them when they need us.

GROWING AND SUSTAINING RELATIONSHIPS
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Sandra Mayers

Implementor, Developer

Unitarian Universalist Church of Lancaster

http://www.uuclonline.org

Contact management, email marketing/management and web site integration.

GROWING AND SUSTAINING RELATIONSHIPS
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Karin Gerritsen

Developer

Semper IT Inc.

http://semper-it.com

I help non-profit organizations optimize workflows by creating interactive Drupal/CiviCRM websites for them.

GROWING AND SUSTAINING RELATIONSHIPS
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David Barratt

Developer

Donor Depot

http://www.donordepot.com

They provide us a way to manage Non-Profit Donors

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El McNab

Admin, Implementor

Circle interactive

null

We help many not for profits implement CiviCRM through consultancy, training, configuration, support and custom development. Many of them come from a painful world of old Access databases, multiple spreadsheets and even paper. I love presenting demonstrations to new potential users; many are shocked by the scale of the software. CiviCRM is suitable for so many different organisations as it's been developed to cover so many bases off the back of community calls.

I maintain our own CiviCRM client database; it feeds into our drupal intranet to provide me with all the information I need at a click. I would be lost without it!

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Eileen McNaughton

Developer and End-user

Fuzion

http://fuzion.co.nz

CiviCRM has one of the most active and friendliest communities I have come across. From initial tentative forum posts I was encouraged into engaging more actively through IRC and directly with other groups & individuals and am now happy to count many community members as friends. I recently found an article on the web that said if you post a question about CiviCRM anywhere on the web Lobo will post an answer within a few hours. It often feels like that is true.

One of the most valuable way in which the community supports me is by allowing me to bounce my ideas around and often someone is able to suggest an approach which is better than mine.

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Hans Idink

Implementator, Developer

Orgis

http://www.orgis.com

CiviCRM has a key value for the Organisations I support with software.

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Kasia Wakarecy

Administrator, Implementator, Developer, End-user

Freeform Solutions

http://www.freeformsolutions.ca

Freeform Solutions uses CiviCRM for our internal CRM. We are also a NFP IT support organization and we implement CiviCRM for NFP organizations we work for because we find that CiviCRM is the best open source CRM out there.

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Joshua Walker

Developer / Contributor

Drastik by Design

http://drastikbydesign.com

CiviCRM has one of the best open source communities out there. It's always a blessing when I get the opportunity to do my next project in CiviCRM.

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Shane Hill

Implementor, Service Provider, Administrator, Consultant, End-user

CiviSMTP

http://www.civismtp.com

I run the CiviSMTP Service that provides an easy and reliable way to send your newsletters using CiviCRM on Drupal/Joomla/WordPress platforms.

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CiviCRM's case management feature received an A in NTEN's 2011 Nonprofit Data Eco-System report.

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Voluntary Action Westminster

Inspiring people, empowering communities
Voluntary Action Westminster
37 Chapel Street
NW1 5DP London
United Kingdom
See map: Google Maps
Features Deployed:
  • Association Member Management
  • Constituent Contact Management
  • e-Communications
  • Events

Voluntary Action Westminster supports the work of voluntary organisations and community groups in the London borough of Westminster. They offer advice and training on how to set and run non profit organisations. They help local organisations network with each other and with local statutory and political organisations. They also run a number of community involvement projects which help residents find a voice and become more involved with their local communities. Accurate information on the state and work of the voluntary and community sector in Westminster is key informing the work of VAW. They also need to create reports on the impact of their work for funders. CiviCRM provides them powerful simple tools to allow them to collect and report on this information. CiviCRM also helps reduce the admin burden of the day to day running of the organisation. Tasks which were previously very admin intensive like managing their membership, running regular events, sending emails to contacts based on their interests, creating mailing labels for their monthly printed newsletter are handled by out of the box CiviCRM functionality.

The Promise:

The initial promise was to re-create the functionality provided by their current system, cleanly import all their current data into the new model, and start to take advantage of some of the cool things that CiviCRM can do, like tracking open and click through rates in the emails they sent out. They wanted all staff to feel confident using the system and to have some key staff trained as super users to take on day to day admin tasks that previously had to be carried out by someone with coding and database skills.

The Challenge:

The VAW staff team got 'open source' in theory, but it took a while for them to work out the best ways to interact with the CiviCRM community in reality. For example, early on they customised their installation in a way that took them off the upgrade path. This meant they didn't upgrade very often, and that upgrades were expensive. After a while they decided that the benefits of their custom extra functionality were outweighed by the benefits of a simple and low cost upgrade so they dropped their customisations. After attending a couple of meet ups and trainings, meeting core CiviCRM developers and getting to know the community a bit better, VAW decided to work in partnership with the core team to develop some functionality important to their work: the ability to search for contacts based on data held about related contacts (e.g. show me all the finance workers at organisations with an income of less that £50,000 per year). Getting this included in core meant VAW could stay on the upgrade path.

The CiviCRM Solution:

Previously, VAW had been running a bespoke CRM, custom built by a previous staff member who was now consulting for the organisation. Although this CRM did meet a lot of their needs, it was proving difficult and expensive to develop new functionality. They were also concerned about their lack support options - what would happen if this consultant was run over by a bus, or decided to stop supporting the organisation? Their consultant advised them to go with a more widely used system and recommended CiviCRM (he would have probably recommended it the first time about, but it didn't exist at that time) as a system that could do everything that they were doing at the moment, and more. Switching to CiviCRM meant that they would be able to shop around for support, further development and training, etc. It also meant that VAW could jump on the 'CiviCRM upgrade path' and benefit from new functionality as new versions of CiviCRM came out. The organisation could immediatley see that CiviCRM was a good match for their needs. They were already doing mailings, events, membership and activity recording in their current CRM and CiviCRM had out of the box components for these. They also appreciated the way that CiviCRM allowed them to store individuals and contacts seperately and model the relationships between them, e.g. employees, volunteers, trustees, etc. Both Salesforce and SugarCRM were evaluated but neither matched their data model and requirements as closely as CiviCRM. They were also put off by the lack of options for hosting their data that Salesforce offered and were concerned that (although Salesforce does have a non-profit friendly licensing model) they would have to start paying expensive licence fees to make use of the best bits of Salesforce.

Project Team:

Third Sector Design carried out the majority of the CiviCRM implementation working in partnership with Daniel Mapp, the information and communication officer at VAW. The Drupal website was designed in house and themed by PE Design.

More on the Success of this Organization:
http://www.vawcvs.org/
The Team:
http://thirdsectordesign.org/
Key Functionality:

Key to this project is the ability for staff to edit and add fields as their data collection needs changed, for example, when a funder requires that they monitor a different aspect of their work. The ability to present information on their website, including a searchable directory of local organisations and a list of upcoming events was also crucial, and CiviCRM makes this process simple

Modifications and Modules:

VAW made some minor changes to the templates so they were able to hide the contact details for some organisations in their public directory on a case by case basis. They used the Drupal views integration to allow them to create a page that shows upcoming events.

Server & Hosting Requirements:

They choose to host their website with Third Sector Design as we offer secure and reliable hosting specifically designed for sites that run CiviCRM and Drupal.

Benefits To The CiviCRM Community:

Voluntary Action Westminster started using CiviCRM in late 2008. At this time the UK community was not particularly well established. VAW provided funding and meeting space to enable the first CiviCRM meet ups to happen. More recently they provided funding for related contact search functionality.

CIVICRM


GROWING AND SUSTAINING RELATIONSHIPS

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