CiviCRM strategy and planning
Get the system right before you start building it
A successful CiviCRM project starts with understanding what your organisation needs to achieve and how people actually work.
We help turn those requirements into a practical plan for Drupal and CiviCRM — deciding what can be configured, what needs development and how the different parts of the system should fit together.
The result is a system designed around the organisation rather than an organisation forced to work around the system.
Talk to us about your project
We look at your processes, users and priorities before deciding how the technology should work.
That might include memberships, events, fundraising, applications, payments, communications or internal administration.
The aim is to make the system support the way your organisation works, while simplifying processes wherever possible.
Good systems reduce work.
We look for unnecessary manual steps, duplicated data, disconnected processes and opportunities for automation.
Where standard Drupal or CiviCRM functionality isn't enough, we identify what needs to be developed.
Our approach is primarily Drupal-based.
We plan Drupal and CiviCRM as one system, so the website, forms, user accounts and online journeys connect properly with the CRM and the work happening behind the scenes.
What we can help with
Requirements and process mapping
CiviCRM structure and configuration
Drupal integration
Forms and user journeys
Automation and workflows
Reporting and data requirements
Third-party integrations
Custom development planning
Implementation priorities
From planning to delivery
We're developers as well as consultants, so the recommendations we make are grounded in what can actually be built.
Once the approach is agreed, we can take the project through development, implementation, hosting and ongoing support.