Some of our clients manage many interactions with their constituencies. This requires easy access to data. You and your colleagues, but also your constituency, need to be able to quickly access the right data and edit it where necessary. This must be well protected and secure. In addition, people need to be informed in good time about important moments in the process. We present users with simple pages to achieve this.

Use cases

Sometimes the interaction is just about registrations for a workshop or conference and exchanging information about it. But recently also often about projects and processes in which the constituency directly participates and exchanges data:

• the handling of and insight into training participation by employees of members and other client organisations
• support processes where social worker and client can view and complete case data together
• grant applications after which accountability for spending the grant must also be handled via CiviCRM
• cooperation between organisation and supporters to set up and implement a project
• receiving, assessing and processing requests for advice
• project and budget management by own staff

The challenge

It is important for stakeholders to be presented with their data in an accessible way. They need to be able to contribute quickly and easily. We use CiviCRM's extensive functionality to process incoming data and make the necessary data available to the various user groups. But CiviCRM's interface is often too extensive for people who do not work in it on a daily basis or need limited functionality from it.

Solution

Our users therefore get clear web pages showing data with buttons to forms to add or change data. Users get only the information they need. They can only modify what your organisation wants to allow. Permissions are based on data in CiviCRM and thus easily manageable by your organisation. Thanks to the Nextcloud extension, users can also work and view documents authorised from these pages in Nextcloud. With this, your organisation also takes a considerable step towards digital sovereignty.

Get in touch if you want to know more.