Every year since I first started volunteering for the Poughkeepsie Farm Project we’ve had a pow wow in the fall about what would be the right task list for me to try to get ready by the start of the season in May. For the past couple of years all my focus has been on the website.
This year, things are different. While there are still a few things I’m going to do to the website, I’m diving into a brand new space. The PFP, like many organizations it’s size, is largely run by lots of disconnected spreadsheets. A for instance, asking a question about who attended both key fundraising events last year requires hours of effort, as those attendee lists are in completely different formats in different places. So the focus is going inwards, and we’re going to see how much better we can make this with CiviCRM.
CiviCRM is an open source customer relationship manager that attaches to an existing Drupal (or Joomla or WordPress) installation. It can handle donations, membership management, event planning and ticketing (including online payment). It was not where I started the investigation, but when I finally came across CiviCRM, and ran it through it’s paces, I was quite happy with what I saw. I’m also really impressed by the development community, who has been super helpful. I’ve gotten a couple of minor patches in already (and working on some more major ones).
This is going to be a really interesting journey at many levels. To do this right I’m really learning how the internals of a small non-profit works, and how we map the concepts across. We’ve got some good check points in place, and I think reasonable goals on what functionality I can get online this year. It’s probably a 2 year journey before we really take full advantage of what it can do for us. I’ll be writing about this journey here, and also talking about it very regularly at our Hudson Valley Drupal Meetup. So if you are in the area and are contemplating implementing CiviCRM, or have and could share, come out and find us.