Alzheimer’s Research UK

Alzheimer's Research UK (ARUK) are the UK's leading dementia and Alzheimer's disease research charity.

Go Live Date:

December 2023

Important links:

alzheimersresearchuk.org/

About Alzheimer’s Research UK

ARUK have been investing in IT infrastructure to keep up to speed with their significant growth in income since 2014/15.

You can find out more about ARUK on their website: https://www.alzheimersresearchuk.org/

They had outgrown their previous CRM system (Raiser’s Edge) and wanted to move to a new platform that was more flexible, future proofed and could be used by all teams (as some were working outside of the Raiser’s Edge). Salesforce was chosen as their preferred platform.

The Challenge

Accommodate the growing scale and complexity of their fundraising, volunteering, granting and campaigning initiatives as their existing system, Raiser’s Edge posed significant challenges.
Bring together their divergent systems, external spreadsheets and manual integrations to save time on labour intensive tasks.
Automate operations as much as possible, bring financial processing ‘in house’ and standardise processes across various functions.
Replace complex financial coding and reconciliation processes with automated solutions.

The Solution

Integrations with website, ODS on Snowflake, GrantTracker, Dotdigital, Ownbackup, Dynamics 365 Finance system and FirstClass (Legacy donations).
Giveclarity’s Clarity Data Transform app to process over 60 data files from external systems.
Custom forecasting solution for large value fundraising.
Automating complex finance coding and supporting processes using Giveclarity’s Opportunity Allocations and Export to Finance accelerators.
FinDock for Direct Debit payment processing, Gift Aid, and MOTO payments.
Custom grant management and reservations system.
Custom volunteer management solution to manage their volunteers.
Case Management for supporter enquiries and internal system support.
Consent management and Anonymisation functions using the latest Giveclarity’s Accelerators.

The Results

Successful Go Live with a Direct debit Claim file submission just days after Go Live.
Over 40 million records migrated from the legacy CRM.
Fundraisers can better understand and reconcile their data with less reliance on the Data Team.
Survey of 165 ARUK Salesforce users shows increase in levels of satisfaction in areas such as usability, collaboration and working more efficiently.
File imports follow standardised procedures and teams have visibility and can proactively troubleshoot data issues.
Finance team can reconcile income entirely from the CRM.
ARUK now have 360 visibility on their supporters.

Go Live Date:

December 2023

Important links:

alzheimersresearchuk.org/

Business Owner

Adrian Smith

“The Giveclarity team were incredible. You have gone above and beyond in ensuring our project was successfully delivered. We wanted a partner we could trust and rely on, and we certainly got that.”

Categories:

Case Management

Clarity Data Transform

Fundraising

GDPR

Grant Management

Volunteering