GROWING AND SUSTAINING RELATIONSHIPS

GROWING AND SUSTAINING RELATIONSHIPS
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Michael McAndrew

Implementor, Trainer, Documentator and Developer.

Third Sector Design

http://www.thirdsectordesign.org

CiviCRM helps us help non profits to do fantastic things with their data.
Being closely involved with the developers and documentation team on a daily basis ensures that we can give our clients the best and most up to date advice on how they can use CiviCRM to meet their needs.
GROWING AND SUSTAINING RELATIONSHIPS
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Brylie Oxley

End-user and Developer

Woolman Sierra Friends Center

http://woolman.org

Working with CiviCRM enriches our commonwealth. Any investment in CiviCRM is
shared by the community as a whole. Community organizations naturally complement the spirit of Free/Libre Software.
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David Moreton

Consultant, Implementor and End-user

Circle Interactive

http://www.civisites.com

We help many not for profits implement CiviCRM through consultancy, training, configuration and custom development. Many of them come from a painful world of old Access databases, multiple spreadsheets and even paper. It's really satisfying to
help people move on with a system that's so much in tune with their own ethics of sharing and collaboration. We also 'eat our own dog food' and use Civi in-house for our client records because we love the flexibility and control it gives us.

For us it's important to share code and advice with other members of the community when we can because we know we get it back in help at other times. The community really is awesome and one of the friendliest and undaunting I've come across. We appreciate the huge value of the software to us and our clients so we try to contribute back and make it even better.
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Linus Widborg

Administrator

Responsive Development Tecnologies

http://www.responsive.se

We use CiviCrm to keep track of our customers and to administer our seminars and conferences.
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Donald Lobo

Implementor, Developer

CiviCRM LLC

http://civicrm.org

Still thinking of a deep deep quote. Basically:

It is super important for non-profits, advocacy and related groups to take charge of their destiny. Having control of your data is a good start. The crowd-sourced nature of an open source project in so in line with the co-operation and principles of most non-profits

CiviCRM is a project that strives to make the above possible. It is FREE as in kittens.
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David Greenberg

Core Team Member

CiviCRM

http://civicrm.org

I find the engagement with our community of users to be intellectually stimulating
and rewarding. Seeing folks with expertise in a particular area step up and contribute their time and ideas to help improve the product is quite exciting. Every time I hear about a new interesting organization starting to use CiviCRM, I get a renewed sense of excitement about our work. The range of civic sector organizations currently using the software is quite amazing to me - from large international advocacy organizations to local performing arts troupes. I also really enjoy interacting with our international community - building friendships and getting to share culture (food, music, humor ....) with colleagues on every continent.
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Michal Mach

Core Team Member, Developer, Implementor

CiviCRM, Caltha

http://civicrm.org

I've always been passionate about what non-profits and advocacy groups can achieve using technology. For me, CiviCRM shows an essential example of how non-profit and technology worlds can come together to provide real change - working as community, creating value for yourself, but also for others in non-profit sector.
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Katy Jockelson

Implementor, administrator

Third Sector Design

http://thirdsectordesign.org

We work with non-profits to help them use and understand Civi. It's such an important tool for these organisations and it's great to see people using it in different and interesting ways. Using and working with Civi is made so much more fun and useful by the enthusiastic and talented community surrounding it.
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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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Allen Shaw

DEVELOPER

EMPHANOS

http://emphanos.com

I'm quite impressed with the responsiveness of the CiviCRM community, both from the core developers and many experienced users who have quickly provided answers and ideas in areas where I just needed that extra insight, or where we needed to do something totally new. After several years working with open source software, I'm finding the CiviCRM community to be the most responsive and helpful I've seen.

We make CiviCRM one of our primary offerings because it just provides so much right out of the box that our clients need, without a line of custom code. And when we need to extend it for the clients' unique needs, the APIs and programming hooks let us add in features that would be impossible in some other systems. This means we can provide great value to our clients with quick turnaround times and reasonable budgets, which is great for our clients and for us.
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Michael Daryabeygi

Implementor

Ginkgo Street Labs

http://ginkgostreet.com

CiviCRM enables me to empower my clients with a database that suits their unique needs.
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Ken West

End-user, Administrator

City Bible Forum

http://citybibleforum.org

City Bible Forum is an Australian not-for-profit Christian organisation. We need to communicate effectively with our constituents, and CiviCRM gives us a comprehensive set of tools for managing relationships. Interestingly, we often find that new features are being added just as our need for those features is becoming apparent. It's the right fit for us.

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CompassPoint

Powerful, flexible class and conference registration for a leading non-profit capacity-development organization.
www.compasspoint.org
CompassPoint
731 Market St, Suite 200
94103 San Francisco, CA
United States
See map: Google Maps
Features Deployed:
  • Association Member Management
  • Constituent Contact Management
  • Contributions
  • Donor Management
  • e-Communications
  • Events

CompassPoint pursues its mission of strengthening non-profit organizations through a wide array of workshops and a large annual conference. CompassPoint's old registration system was a closed-source, proprietary platform that was not evolving along with the organization's needs, so CompassPoint turned to CiviCRM. Building on CiviEvent, Giant Rabbit worked with CompassPoint to identify which of the organization's registration and donor/participant tracking needs could be met by CiviCRM out of the box and which required custom code. Giant Rabbit configured CiviCRM to meet many of the organization's needs and then developed a significant new set of features, the Multiple Event Registration system, to allow CompassPoint users a high degree of flexibility in signing multiple users up for multiple events at once (which was a must-have feature for an organization whose constituents are often large organizations where a single staff person will register many people at once). Once the system was operational, Giant Rabbit seamlessly migrated all current data and future registrations from the legacy system into the new system. Since launch, Giant Rabbit has continued working with CompassPoint to add new features to the system.

The Promise:

To replace a legacy closed-source registration system with an open-source platform that allows CompassPoint to: - access and control its own data - take advantage of new features coming from a growing community of developers - customize their own features when necessary.

The Challenge:

The biggest technical challenge was replacing a core component of CiviCRM with code that radically changed the workflow. It required careful planning to cut deeply enough to make the necessary changes, but not so deeply as to make it hard for the organization to upgrade and stay current with new versions of CiviCRM as they arrive.

The CiviCRM Solution:

CiviCRM began with a set of features that were very close to CompassPoint's needs, and the openness of the platform allowed Giant Rabbit to fill in the gaps. CompassPoint was further attracted to CiviCRM because of its robust development community that will continue to offer new features, and grow with the organization's use of the platform.

Project Team:

The Giant Rabbit team involved in the project was led by Senior Project Manager Anthony Nemirovsky, with the participation of partners Daniel Heath and Peter Haight. Development was provided by Peter Haight and Adam Wight, with assistance from additional contract coders and the Giant Rabbit QA team. On CompassPoint's side, Ben Felsing, IS Manager, coordinated a far-reaching effort to gather input from stakeholders throughout the organization, including finance, program staff, and marketing/outreach.

More on the Success of this Organization:
http://www.compasspoint.org
The Team:
http://www.giantrabbit.com
Key Functionality:

In addition to the normal suite of CRM functions (donations tracking, etc.) provided by CiviCRM, the event registration components of CiviEvent were critical--including robust mechanisms to receive payments, issue refunds, etc., as well as export tools to provide reports for integration with the organization's finance team.

Modifications and Modules:

The largest customization to CiviCRM was the addition of the Multiple Event Registration system. This added feature required a great deal of customization to CiviCRM's default event registration system, essentially adding an event shopping cart allowing users to pay for multiple event registrations all at once. To handle CompassPoint's yearly conference, Giant Rabbit implemented custom functionality to allow events to be associated as children of a main conference event, thereby allowing users to register for the main event and then register for a number of sessions within the main event. On their legacy system, CompassPoint ran a number of reports that allowed them to track event registration financial data for which Giant Rabbit implemented custom reports in CiviCRM. As this was a Drupal/CiviCRM implementation, Giant Rabbit utilized a number of contributed modules for Drupal, including Views. The Views module was used to drive the page listing available workshops. Some additional View handlers were implemented to better handle filtering the listing page based off category and/or location. Giant Rabbit also implemented a number of smaller CiviCRM interface customizations, such as turning adding auto-complete fields to the event template field when creating a new event as well as the current employer field when a user registers for an account. These interface tweaks helped to streamline CompassPoint's workflow for users and administrative staff alike.

Server & Hosting Requirements:

CompassPoint's CiviCRM instance is currently running on an Amazon EC2 High-CPU Medium instance.

Benefits To The CiviCRM Community:

Giant Rabbit developed the added features (as detailed in this CiviCRM blog post: http://civicrm.org/blogs/anemirovsky/case-study-civicrm-multiple-event-registration ) and released the system as a patch: http://issues.civicrm.org/jira/browse/CRM-8705 to allow other organizations to benefit, pending an eventual merge of the code into CiviCRM core.