How Morph PR and CiviPlus Achieved Success for UK Maths Hubs

Howdy y’all,

We are delighted to announce a new integration of CiviCRM with Open Social, a community engagement platform.

CiviCRM is the number one open source CRM for not-for profits, used by more than 11,000 organisations worldwide, and Open Social is a leading community engagement platform, used by over 1000 organisations in a range of different industries from Charities to member organisations and companies also.

It’s exciting news for organisations using CiviCRM, who will now be able to combine the power of CiviCRM with the collaboration and community building that the Open Social platform provides.
If you’ve not heard of community platforms before, a community platform is a tool that allows your organisation to create your own branded and tailored social network. Users of the platform (normally your members or supporters) can interact, join groups to share knowledge and exchange ideas, publish and promote events and collaborate within a safe online curated space. With a community platform you can expand your digital offer and strengthen your relationship with your supporters.

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Open Social is open source (much like CiviCRM) and as such has no user licences fees. This means it can be deployed affordably to scale to even the largest of communities. It’s also flexible with a huge range of different add-on modules that can be integrated to enhance the platform.

Our new two-way integration between Open Social and CiviCRM syncs data between the two platforms allowing information about the groups and committees that members have joined to be seamlessly synced to CiviCRM. You can even create Open Social groups and manage their membership directly from within CiviCRM, which would be useful for managing private groups in the case of committees or working groups.

By combining the data of a community platform with that in your CiviCRM your organisation can obtain deep insights into your members' interests and behaviours. You can see which groups are popular and engage with your members on topical issues, automating communications and tailoring their experience.

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A great example is a recent implementation for the UN’s PRI (Principles of Responsible Investment). Their user community includes over 2,900 organisations with over 40,000 individuals spread across 6 continents. Their Community Platform now supports discussions between 24,000 users with over 750 online collaboration spaces. The data is seamlessly synced to their CRM allowing for deep insight guiding their policy engagements.

As Open Social partners, we would be delighted to help you start your journey with Open Social and help you build your online community. We can help you through both the implementation and the CiviCRM integration (or other CRM integration such as Salesforce or Microsoft Dynamics 365 CRM).

Please contact us through our website https://www.compuco.io/ or by email at hello@compucorp.co.uk.

Further information about Open Social can be found at their website: https://www.getopensocial.com/

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Who are Morph PR and Marketing?

Morph PR and Marketing is a UK-based firm specialising in digital marketing services. They offer tailored solutions, such as marketing strategies, web design, graphic design, and branding, to deliver impact and make a difference for their mission-driven clients. Together, their team brings creative ideas to life that deliver results and create products that perform.

Overview

Morph partnered with CiviPlus to implement CRMs for several UK Maths Hubs, resulting in streamlined operations and significant time savings.

The challenge

Morph had long worked with various Maths Hubs on their websites but not on the data management side of the organisations. Maths Hubs are organisations born of a UK government education initiative established ten years ago. Over the last decade, as the project evolved, the Maths Hubs outgrew their existing data management systems, initially relying on different spreadsheets, websites, Eventbrite, and Mailchimp combinations. Data management within the Maths Hubs had become complicated and time-consuming as the projects evolved and were vulnerable to human error.

Initially, the Maths Hubs were still determining their longevity, so they weren't considering investing in this area and were resigned to continuing these disjointed systems. However, with the scheme now appearing to be established for the long term, they aimed to shift towards more strategic planning and away from fragmented, inefficient and time-consuming systems. They needed a sustainable, integrated solution to manage their growing data and marketing communication needs.

Morph was working with the Buckinghamshire, Berkshire & Oxfordshire Maths Hub (BBO) and wanted to help create a new efficient data management system for their website. They needed to integrate a CRM with the website to design an ideal system suited to their needs and growing data management requirements. Morph were familiar with the capabilities of CiviCRM, having worked with it previously, and had recognised its potential for the project. They were hesitant, however, due to the extensive maintenance and frequent updates required. This complexity had previously held them back from offering it to other clients despite acknowledging its robust solution for client relationship management.

Fortunately, they came across CiviPlus and saw the opportunity to leverage a professionally managed version of CiviCRM that could serve all of their needs without the burdensome maintenance. CiviPlus provided a team experienced in and specialising in CiviCRM, ensuring Morph could offer a robust CRM solution without the maintenance legwork.

The solution

With CiviPlus chosen, Morph worked to set up an initial CRM template tailored to the specific needs of this first Maths Hub with a view to being able to replicate it for other Maths Hubs in the future. The CRM included unique identifiers for data points such as schools and teachers, which all Hubs will require. Morph created a master spreadsheet covering all necessary fields after consulting both internally and with the CiviPlus team. They addressed initial inconsistencies, such as varying role descriptions, by standardising them through dropdown menus instead of free text.

Morph set up CiviCRM to enable easy communication with different groups, allowing the Hubs to target emails at specific segments such as non-engaged schools or teachers. The ability to track and communicate with various work groups from one centralised location would streamline their operations and save substantial time.

While this first implementation required minimal input and training from the CiviPlus team, Morph saw the real benefits when it came time to repeat this process for their next Maths Hub. "The second time, it was so smooth, we hardly had to ask CiviPlus anything", says Jamie O'Reilly, Director of Morph. They had quickly become familiar with the systems and were supported by comprehensive data migration guides, and the occasional trickier configuration issue was resolved promptly by the CiviPlus support team. This has led to positive and efficient setup experiences that have been easy to repeat, with ever greater confidence to handle more complex client-specific needs.

The results

The partnership between CiviPlus and Morph has resulted in significant benefits for both them and their clients. For the Maths Hubs, previously time-consuming reports could now be generated quickly and efficiently, meeting government body reporting requirements with ease. The integration of individual records into a single system eliminated the fragmentation of data across different platforms. Smart groups automatically updated mailing lists, removing the need for manual additions and removals. The feedback from clients has been overwhelmingly positive for Morph.

"'It's perfect'—That's the response I get every time I present to them what it can do. The Maths Hubs teams have particularly appreciated the ability to see all data in one place, with detailed histories for teachers, schools, and workgroups. This positive feedback is welcome as we always want to delight our customers and appreciate the value we bring to our clients so that they thrive.” says Director of Morph, Jamie O’Reilly.

The success of this partnership has enabled Morph to offer a consistent and repeatable solution to all the other Maths Hubs, and to date, they have five other Maths Hubs actively engaged with CiviPlus sites. This has led to more efficient marketing and services for Morph, creating a more manageable and consistent client base. The familiarity with Maths Hubs and knowledge of databases has positioned Morph ideally to take advantage of CiviPlus to its maximum potential and provide tremendous value for its clients.

Morph is now excitedly looking to the future and exploring how it can expand this successful model to similar organisations, potentially creating multiple versions of this successful setup.

“This expansion plan is a testament to our confidence in our solution and our commitment to providing support and excellent value to a wider audience.“

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