Examples of our work

The Genealogical Society of Pennsylvania came to us in an emergency.  We had been in contact through the Philadelphia CiviCRM meet ups, but had never worked together.  On a Friday afternoon, their site went down and their service provider and hosting company were unable to determine what to do to get it back on line.   Luckily, they called us and we were able to quickly diagnose the situation and get them back up within an hour.

We have been providing support services for them ever since.

Alliance engaged with us to update their CRM, eCommerce systems, and many of their websites.   The process of migrating their CRM data was particularly challenging because of how the data was captured in their older system; we basically had to re-engineer their older system during the conversion.

Alliance now utilizes CiviCRM, Jasper reporting, Drupal, and Ubercart and continue to bring in additional web properties under this technology umbrella. 

Alliance has strong technical resources so they can do most of the current technical work.  They partner and utilize BackOffice Thinking for advanced training and other high level technology services.

Some examples of our work include:

  • Implementing CiviCRM, Drupal, Jasper, and Ubercart.
  • Creating advanced thank-you letter functionality utilizing CiviCRM hooks.
  • Creating daily emails (including podcasts) through Drupal/CiviCRM integration.
  • Training the Alliance team to write reports and fully administer CiviCRM.
  • Creating multiple Drupal websites utilizing the same underlying structure.

During the 10 years we have grown in the donations we receive, and number of patients we speak to, and the research projects that we now support. We pride ourselves in giving 93% of the money we raise to the three research projects we are supporting at Memorial Sloan-Kettering Cancer Center and Mount Sinai Hospital.

In order to maintain this percentage we have not had to hire administrative staff and have relied on Salesforce Non Profit version to handle the management of our data. We, during a normal year receive close to 400 donations that require two letters to be sent for each donation.  Salesforce not only facilitates this effort but it has allowed us to spend more time with patients and less on administration.

 

The Sustainable Furnishings Council (SFC) engaged with us because they were having significant issues with their CiviCRM and Drupal site.   They were looking for a partner with experience in CiviCRM and Drupal who also were creative and could work within their budget.    This seemed like a perfect match, especially because of our experience in environment and conservation space.

Quickly we were able to solve SFCs most pressing issues and then, with with executive director, developed a plan to significantly improve their technology offerings to better engage their members and promote their cause.  

We've been working through this plan at a steady and controlled pace to deliver the highest value within their budget.  Our partnership grows stronger each month!

Our work includes:

  • Finding Eco friendly companies using Drupal views and CiviCRM views integration.
  • Creating a rotating logo display using views slideshow, blocks, CiviCRM views integration with some custom PHP
  • Improving the bulk mail delivery

CMM came to us because of our knowledge in CiviCRM and Vanco Services (Vanco is a payment processor utilized by many faith based organizations).  

We were also able to provide CMM with a strategy for configuring CiviCRM and Drupal to best display their  giving/donation section  taking into account their dozens of mission workers, their church based audience, and their back-end finance needs.

CMM is a great partner for us because they had a very complete vision of what they wanted to do, a good understanding of technology, and a desire to learn.  We have been able to provide them with a variety of technical training for Drupal, CiviCRM, and CSS.  This training has enabled them to be self-sufficient so they can maintain most of their technology.