Joomla CRM integration to facilitate the management of member data.
The Association for Geographic Information (AGI) brings together a community of members who use or benefit from geographical information. Individual and organisation members can access resources, attend events and benefit from a network of expertise and thought leadership.
The AGI needed to offer a more interactive online experience to their members, enabling members to further reap the benefits of membership, and also to automate many administrative processes for the AGI team from within a single system.
The website was built using the latest version of the Joomla Content Management System (CMS) and was integrated with CiviCRM to provide Customer Relationship Management (CRM) functionality. The existing membership database and website content was migrated into the new system.
All types of members can now sign up and renew their memberships online as well as manage their account details when logged into the website. They can sign up to Special Interest Groups which enables them to receive tailored news from the AGI both in email bulletins, and in a “My News” section of the website when logged in.
These features utilise the Joomla access control functionality, enabling the setup of custom user groups and the assignment of different members to these groups based on their Special Interest Group selections. This access control was synced with CiviCRM via a plugin and customised for the AGI’s specific requirements and to match their own Special Interest Groups. Administrators can then also pull off reports based on these groups of users.
Events are an important element of what the AGI does, and through CiviCRM administrators can promote and manage event bookings as well as apply different price sets for specific events. All the details about the events, including a location map and any desired custom fields, and a full event listings feature are available in the front end.
Users can book online and records of event attendance are attached to members’ accounts within CiviCRM. Prior to, or following events the AGI events team can then produce reports of, for example, the number of people expected to attend or any special dietary requirements that have been requested.
The brochure element of the website utilises a responsive, Bootstrap template providing users with a great browsing experience via different device types, meaning members can still login and enjoy their membership benefits whether they are on a desktop or mobile device.
Web Foundry presented a proposal for the project to the AGI Council. Once accepted Web Foundry worked with AGI to develop user stories, which explain in real terms what the requirements of the system are for both users of the front end of the website and for administrators in the back end of the CMS. The project was then managed in a series of sprints based on the main areas of functionality from these user stories, including memberships, events, financials and website content.
Web Foundry delivered a customised system that meets a complex set of requirements, very much tailored to the needs of the AGI from both a member and administrative perspective. With the new system AGI have increased their membership benefits, delivering more tailored info to its members and developing their sign up process for both memberships and events. Administrators can manage their members and events within the AGI’s own website and with automated processes, increasing the efficiency of their internal processes.
Can get quick access to critical reports and the shared view of her management team
The finance manager is part of the secretariat team that manages the membership renewals. Reports and expiry automations are all a part of the solution.
The event manager can set up new events and save these as a draft or publish live. Backend reports are available to show the status of bookings and delegate information.
The client's in-house writer has access to write and save draft content to the website. The content can be reviewed and approved and then published my an authorised manager.
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The pool of specialist consultants using Open Source web technology is extremely limited. It was a challenge to find a company who had the right skills and were able to meet our needs within a fixed budget and tight timescale. After a competitive tendering process we engaged the services of Web Foundry and worked closely with their team for a period of three months. We experienced a responsive service and our team and theirs 'dovetailed' well, making the whole process natural and inclusive. Web Foundry went the 'extra mile' for us to ensure we had exactly what we needed, delivering a project on budget and even a few weeks ahead of the initial deadline. In particular, they demonstrated a strong understanding of the brief and developed an innovative timeline concept to visually illustrate the progress of a 30-year initiative. Our project partners have been very supportive of our website developments and have provided excellent feedback to our team. The site now acts as a great resource for all stakeholders and reduces staff time in handling information requests. Web Foundry also provided email marketing branded templates, website admin training, and on-going technical support. Requests for updates or help are always dealt with promptly and efficiently. I would be happy to recommend Web Foundry for any complex or custom project that requires deep knowledge and track record in Open Source web development.