Case Study: Customized SugarCRM for The House of St Barnabas

The House of St Barnabas, formerly known as the House of Charity, was founded in 1846 in London, United Kingdom. The charity was established to construct a future where lasting employment is a reality for those who are victims of homelessness and social exclusion in the society. In order to achieve their goal, an employment academy was set-up to provide people with a chance to improve their key skills which are necessary for building a brighter future.

Challenges

A team comprising of some of the most notable members of the House of St Barnabas, Amy Leaning and Derek Baker, approached Rolustech for a CRM solution. The House of St Barnabas was attracting a lot of public attention and saw a rise in the number of members. However, it was becoming difficult to manage the growing number of member subscriptions, which in turn was having a negative impact on the program. The increase in the members also meant that the House of St Barnabas had to deal with significantly more payments but the current system in place wasn’t efficient enough.

Solution

Rolustech analyzed the needs of HOSB and provided a custom SugarCRM solution to them. Rolustech began by addressing the issue of the increasing members through Sugar which allowed the HOSB to manage their enrolled members efficiently.
Furthermore, a number of applications including XERO, Sage and Open Cart were integrated with SugarCRM. These automated the entire payment system including participation fee, donations and other miscellaneous cash flows. Moreover, a Redmine integration allowed cases to be reported directly from Sugar and be dealt with immediately.

Results

HOSB was able to improve the overall functionality of the organization. They were also able to track their own progress with the improved insights provided by the custom solution. All the cash flows were being securely made and tracked in their Sugar solution while being synchronized with Xero platform with a SugarXero Integration. Overall, HOSB now had a unified view of all their processes and were better equipped to control all aspects of their non-profit. Rolustech continues to offer them one window training and support for their system which frees them from worrying about the system and instead allows them to spend time focusing on club activities.

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Case Study: Customized SugarCRM for The House of St Barnabas

Challenges

Solution

Results

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