Step logo

CiviCRM enables Step to take giant steps forward

Step



Lyon Way
AL4 0LB St Albans
United Kingdom
GB

Step is the St Albans and Harpenden Christian Education Project, a charity with a small staff team and volunteers from numerous local churches. Step works in secondary schools leading lessons and assemblies, supporting Christian Unions, running social action projects, delivering courses and mentoring.

CiviCRM has enabled Step to better manage their volunteers, communicate with supporters and organise school data into an accessible multi-user format.

Functionality

  • Consolidated contact details - no more spreadsheets of contacts, address lists or email lists!
  • Improved communications:

    • Weekly newsletter to supporters

    • Termly mailings to a wide support network

    • Annual fundraising initiatives

  • Managing events by the staff team
  • Recording donations

Background

To enable Step to work efficiently and effectively by consolidating key data into a single system.

Challenges

As Step had grown, it had become increasingly difficult to manage shared information between the team. There was no correlation between email lists, donor records, contact details or event attendance and some key information was not recorded anywhere but was known by long-standing staff and volunteers. Step also has multiple users working from home, needing to use the same data.

Locating all the useful data, then cleaning and consolidating it was one of the biggest initial challenges.

Developed by

Step's Director, Chris Birch-Evans was excited by the potential impact of CiviCRM and personally championed the project.

CiviCRM implementation was by Aidan Saunders (Squiffle Consulting)

"Our charity - Step, was at a change point in its development, due to several people needing to work with the same files and data. Most of our work-arounds for this were clunky and team effort was multiplying on simple tasks. Aidan visited us from Squiffle Consulting Ltd and listened to how we wanted to grow. He proposed several very simple changes we could make to enable collaborative working and most importantly moved us onto central database in the form of CiviCRM. Aidan successfully harvested all the data from all our files, mobiles and other portable devices, emails and hard copies and presented back to us in an easy to use interface where we could access everything from everywhere. We have received excellent training in using CiviCRM and now manage all our data management and marketing communication from it. The ongoing support has been thorough with user advice readily available and a very quick response when something hasn’t worked the way we had hoped. We intend to have Squiffle install several CiviCRM extensions to improve how we manage our finances, claim Gift Aid and collect money from grants and events. CiviCRM and Squiffle Consulting have and are transforming the way we work."

Chris Birch-Evans, Step Director


http://www.squiffle.uk

Why did this project use CiviCRM?

The initial request was simply for some form of shared address book. When Step was introduced to CiviCRM its staff quickly understood that it would not only handle all the identified needs but could provide a consolidated operating platform enabling Step to communicate better with its supporters, manage its administration efficiently and keep focussed on its mission. Instead of just helping them catch up they could see it would be a leap forward in their administration and communication.