15 Aug 2013

CiviCRM for Drupalers

2

• End to end IT consultancy specialising in open source software and solutions

• Our mission is to raise awareness of the advantages of selecting open source solutions

• Supplying a diverse range of organisations across 3 main market sectors:

• Non-profit/trade association • Government • Small business

Open source software consultancy

ABOUTUS

3

Non profit / Trade associations

Government / NHS / Police

East London NHS trustHSE Dublin HSE Midland

OURCLIENTS

12/04/2023 Private and confidential 4

CiviCRM walk through

A highly flexible, open source, contact relationship management system for non profits.

Highly configurable modular system:

• LAMP stack

• CMS module (Drupal module but also

Wordpress/Joomla)

• Built in CiviCRM extensions architecture

• Integration with several Drupal modules

Events

Email / Newsletter / SMS

Membership

Integrated reporting

(Surveys / Petitions?)

Donor management

WHAT DOES IT DO?

WHAT

More advanced…

1. Website integration –

• Online membership signup

• Online events

• My dashboard

• Webforms…

CIVICRMDEMO

Some cool stuff…

1. CiviCRM webforms –

• Webforms data automatically processed

into CiviCRM

• Can create activities, cases and more

• Think online referrals, email signup…

• Payments coming soon

CIVICRMDEMO

Some cool stuff…

1. CiviCRM membership roles sync –

• Syncs contacts with a membership type

and status to a Drupal user

• Members sections of the website

CIVICRMDEMO

Some cool stuff…

1. CiviCRM views integration –

• Create views of your data from Civi

• i.e. events listings, contact directories…

• Or more complex reports…

CIVICRMDEMO

And just some other cool stuff…

1. CiviCRM rules integration –

• All your usual rules / workflow exposed to

CiviCRM

2. Organic groups integration –

• Also organic groups sync to CiviCRM

groups (groups can edit group member

contacts)

CIVICRMDEMO

THECOMMUNITY

– CiviCRM website – events, news (blog), case studies, service provider listings, webinars

– The Books (Administrator, developer)– Wiki– Forum– IRC #civicrm– Sprints, meetup’s, conferences… – Extensions directory– And I’m sure there’s a few I’ve missed!

Fundraising hangoutLeukaemia and Lymphoma

ResearchElectronic Frontier FoundationWikimedia France

● Available at http://civicrm.org/webinars

● Participants shared knowledgeand learnt from each other

● Format is replicable.Infrastructure is ready to use

Online Extension directory:

OPENARCHITECTURE

Coming up...● CiviCON – UK 3/4th Oct

Oct – London venue

● London MeetupsLast Wednesday of each month (venue changes)

● Northern MeetupsQuarterly – so will be in approx 3 months

● Visit http://civicrm.org to register

● Sign up to the UK mailing list to keep up to date

CiviCon London● Date: October 3/4th

– Trainings before– Sprints before and afterwards (after is 1 week

accommodation in Dalesbridge)

● Before CiviCamp Amsterdam (March 2014)

CiviCRM 4.4 release cycle● 4.4 to be released around Oct● 1st Alpha is just out.● New modules/extensions coming around

4.4:● CiviHR - A fully-featured Human-Resources management application for charities and non-

profits.

● CiviVolunteer - Recruit and manage a variety of volunteers for your events.

● Webform Payments - The popular Webform Integration module now integrates with CiviContribute, CiviMember, and paid CiviEvents.

● SEPA Direct Debit Payments - Allows CiviCRM users to setup an SDD compliant payment process for recurring and one-off direct debits.

● CiviBooking - Now organisations can manage a group of resources (i.e. rooms, equipment, etc.) offering these to constituents for a fee.

• Foundations – Wikimedia, Linux, Mozilla• Humanitarian – Concern Worldwide• Community Arts – Wellington Circus Trust• Human Services – Physician Health Program• Membership – International Mtn Biking Assoc• Political parties – NZ and Australia Green

Party• Service delivery – GMCVO, VAW, etc.• Trade associations – Clean Economy Network,

Irish Massage Therapists Association, • Government – NY State Senate bluebird• Political Campaigns• Educational, Religious , Others…

>5000 organisations (conservative estimate!)THECOMMUNITY

CASESTUDIES

Any questions?