hart square case study - pfbc
DESCRIPTION
Hart Square helps The Prince’s Foundation for Building Community to engage with members and enabled the Foundation to make better use of its Raisor's Edge CRM system to benefit members and stakeholder relationships. The Prince’s Charities is a group of not-for-profit organisations of which HRH The Prince of Wales is President:18 of the 20 charities were founded personally by Prince Charles. The group is the largest multi-cause charitable enterprise in the United Kingdom, raising over £100 million annually. The organisations are active across a range of areas including opportunity and enterprise, the built environment, responsible business, and education.TRANSCRIPT
Hart Square helps The Prince’s Foundation for Building Community to engage with membersHow Hart Square’s experts enabled the Foundation to make better use of its CRM system to benefit members and stakeholder relationships
Case study – Charity
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Overview
“We engage.” Those are the first words you see on the website of The Prince’s Foundation for Building Community (PFBC).
What started in 1987 as HRH Prince Charles’ ‘Vision for Britain’ has evolved into a charity that aims to engage, educate and empower communities globally.
Today, the Foundation is involved in more than 25 projects worldwide, focusing on issues such as sustainable development, heritage skills and reconstruction following natural disasters.
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Case study – PFBC
Engagement with the Foundation comes via a number of options, including becoming a member and making regular or one-off donations.
The Foundation uses The Raiser’s Edge CRM system to manage its donors and stakeholders, but recognised it needed to use the system to its full potential in order to increase engagement with members, donors and stakeholders.
It has ambitious plans to grow to 100,000 members over the next few years.
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Case study – PFBC
Member engagemen
t and support
The Foundation met with us at an event and was impressed with our experience of The Raiser’s Edge software, and our track record in helping organisations in the charities sector.
It was obvious from initial conversations that we could help them maximise the use of their CRM.
Maximising the CRM
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Case study – PFBC
While the Foundation’s immediate requirement was staff training on the CRM, we reviewed the organisation’s business processes.
We looked closely at what they were doing, met with key stakeholders and gained a full understanding of the organisation.
The review indicated it needed to standardise the use of the system and the data across various departments.
Review of business
processes
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Case study – PFBC
We discovered that the Foundation’s new web site project, effectively a re-branding of the organisation, was due to go live.
There wasn’t really any integration between the Foundation’s web content management and CRM systems.
In using the website to drive membership and donor activities, integration was essential.
We immediately became part of the Foundation’s project team, changing and adapting to its immediate needs and quickly delivering integration between the two systems in time for the new website launch.
Website integration
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Case study – PFBC
As a result of the initial review process, we recommended and undertook a reconfiguration of some parts of the system.
We also migrated important pieces of membership data from the Foundation’s ACT contact management system.
Reconfiguration
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Case study – PFBC
It was important that the Foundation engaged with key staff and ensured that they were trained in using the CRM system.
We outlined and undertook a comprehensive staff training programme, and also produced full documentation to support this.
Training programm
e
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Case study – PFBC
The Foundation now has:
A CRM solution that will better manage its members.
Institute-wide access to centrally-stored knowledge on members, their interactions and relationships with the Foundation.
Enhanced website and content management integration.
Streamlined business processes, including contact and financial management.
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Case study – PFBC
Key benefits
Business process review and documentation.
Standardisation of CRM system and data.
Website integration.
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Case study – PFBC
Key services provided
Client quotes“We didn’t need to explain our requirements – their experts had already been through this process many times with various charities and knew exactly what to do. They were amazing – they immediately became part of the project team, changing and adapting to our immediate needs and quickly delivering integration between the two systems in time for our new website launch.”
“To be honest, the new website launch would never have happened within the planned timescales if it hadn’t been for Hart Square, either technically or from a project management point of view.”
Catherine Woodhead, Director of Development at the Foundation
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Case study – PFBC
Client quotes
“Hart Square has really enabled us to leverage our investment in our CRM system. The company obviously has a deep understanding of CRM and fundraising processes, and the CRM technology itself. Their experts appreciate how charities like us operate, and how we work within limited budgets. We trusted them and they supported us throughout - in fact, they went above and beyond what we expected. Hart Square is very professional, and is all about the end result.”
Catherine Woodhead, Director of Development at the Foundation
Case study – PFBC
www.hartsquare.co.uk
Other client case studiesCIBSE’s publications now published online through its Knowledge Portal.
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The British Academy enables interaction with Fellows and the wider public with help from Hart Square.
Case study – PFBC
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Case study – CIBSE
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Case study – PFBC
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British Association of Occupational Therapists/College of Occupational Therapists
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Chartered Institution of Building Services Engineers
Communication Workers Union
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Our clients
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Case study – PFBC
International Broadcasting Convention
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The Association of School College Leaders
The Foundation Trust Network
Our clients
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Case study – PFBC
Our clients
The Health Foundation
The Institute of Direct and Digital Marketing
The NHS Confederation
The Offshore Pollution Liability Association
The Prince’s Foundation for Building Community
The Prince’s Foundation for Children and the Arts
The Royal Institute of British Architects
The United Kingdom Council for Psychotherapy
The Whitehall & Industry Group
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