We work with charities, non-profits and social enterprises, from the smallest operations with only two or three personnel to huge, multi-national charities with offices and operations across the globe.
Many clients are happy to lend their name to our work while others are more shy about revealing their secrets!
Here’s a selection of the former.
About The Prince of Wales’s Charitable Foundation
The Prince of Wales’s Charitable Foundation was founded by The Prince of Wales in 1979. Profits generated by sales of 'Waitrose Duchy Organic' and Highgrove products, and from tours of the Gardens at Highgrove, are donated to the Foundation.
A4S was set up by HRH The Prince of Wales in 2004 as part of The Prince of Wales’s Charitable Foundation to encourage businesses to incorporate sustainable accounting practices into their day-to-day business.
The Prince of Wales Charitable Foundation (PWCF) and its Accounting for Sustainability Project (A4S) had a requirement to implement a new computerised Customer Relationship Management (CRM) system and associated on going services (e.g. technical support). Each organisation both share functionality and data as well as have their own discrete functionality and data. This variation is driven by the CRM having a different primary purpose for each organisation; donor management for PWCF and contact / event management for A4S.
To satisfy both organisations’ requirements, the system must be able to fully support three main objectives:
Some of the anticipated benefits were:
One instance of Salesforce was set up using standard objects where possible to meet the requirements with customisation as required. For PWCF, we set up a custom solution for Grant management i.e to capture the grant giving request form from the website, to store instalments related to grant giving, grant review tied up with web form on website
For A4S, we set up a custom solution for Project management i.e to capture details about Project and group, to store member information , to capture details around project review, capture organisations linked to project and group, recording interest in projects. Created various webforms for use with the custom solutions mentioned above and configured an event management app to manage complex events in salesforce. We also used apps to generate PDF documents (S-Docs) using Salesforce data and set up mass email tool.