- Client: ABF The Soldiers Charity
- Location: London, UK
- Type of Project: Salesforce Implementation and CMS Integration
- When project completed: June 2016
ABF initially engaged Purple Vision to provide some assessment of the systems they were using to manage their grant application and dispersal processes and with a view to the potential for a new CRM to manage all these elements.
A critical requirement of the solution is the ability to integrate with a particular CMS software system used by a wide group of military organisations/regiments (COBSEO) who offer support to eligible people, and which will remain central to grant-giving activities.
Internally there is also the need for payment run data to be imported into IRIS Exchequer on a regular basis; for the charity to be able to fundamentally interrogate/report on all fields of relevant data capture, including the ability to add new or amend existing fields. This would allow the charity to better understand and demonstrate the impact of its work.
What we did
Our first step to help ABF to work through all their current processes, understand how they processed the applications which could arrive from various source, including direct and via CMS.
This involved an initial scoping workshop, a deeper-dive into business process requirements and a data audit. All of this intimate knowledge of the business allowed the project team to map out all the fields, workflows and processes within Salesforce (the new CRM) which resulted in a well-defined and efficient system.
We then began to implement the system through an agile approach of working with the Welfare team to configure the system to meet the business process requirements, migrate the data, test, train and support. Although the CMS integration was a challenging and complex piece of work in itself, the MSM team, who supply the CMS system, were very responsive and worked well with the Purple Vision.
How the client benefitted
ABF now have a CRM that supports the key business functions of processing grant applications as well being able to report on all the key financials, all seamlessly integrated with the CMS system used by many other charities.
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