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First, we needed to navigate internal stakeholder restrictions. However, the analysis of existing systems (including our own) was the necessary foundation for a buy-in. Then, a "blank slate" approach was not an option, so we had to review and structure existing data. Finally, we needed to adjust the system to our needs (which is surprisingly easy) and establish policies and processes during the system launch. EFC has been an efficient and friendly partner on this journey!
Bill Addison, Senior Project Manager
or we could ask Hannah?
CLIENT:
SERVICE:
SECTOR:
ORG. TYPE:
Edinburgh Science
CRM support and implementation
Arts/Culture
Charity
project details
Following the review, EFC provided detailed recommendations and practical steps to improve data quality, streamline gift processing and strengthen data management practices. This included improving the way recurring gifts were recorded, ensuring payment sources were captured consistently and developing clearer procedures for recording and acknowledging donations.
client outcomes
Improved processes for the whole team.
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