Helping Helplines consolidate data systems following merger

Helplines Partnership was formed out of the merger of three separate associations, resulting in data stored in a number of different systems, using different terminology and fields. All this data had to be analysed and merged together into one system and then the resulting system integrated with a new website being built for the organisation and their existing finance system.

Helplines Partnership’s complex membership subscription levels also had to be taken into account, with different cost structures and grades all needing to be considered.

smartimpact’s experience with data consolidation and the membership sector made for a winning combination for the Helplines Partnership.

The project included:

  • Integration with new website
  • Consolidating data from numerous systems inc. CiviCRM, MS Access and Joomla website
  • Membership management via smartmembership
  • Full integration with Sage finance system, i.e. invoices, payments, credit notes, receipts, etc.

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