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Vol s&p screenshots of bbcrm v0.1

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Vol s&p screenshots of bbcrm v0.1

  1. 1. Volunteering Systems and Processes Programme Blackbaud CRM screenshots 1
  2. 2. Interest Yo g rin tee lun o rV u 2 Volunteering Systems and Processes Programme
  3. 3. Interest YourVolunteering The Trust is buying an ‘off the shelf package’ (BBCRM) as the basis of the new volunteer system. This will become the YourVolunteering portal for volunteer managers 3 Volunteering Systems and Processes Programme
  4. 4. BBCRM is very configurable and users only see what they use / have access to 4 Volunteering Systems and Processes Programme
  5. 5. Users will also be able to configure their own view so that the things they use most are accessible from their Home page 5 Volunteering Systems and Processes Programme
  6. 6. 6 Volunteering Systems and Processes Programme
  7. 7. 7 Volunteering Systems and Processes Programme
  8. 8. Access to volunteers data is controlled by access rights. Users can only see the personal data of volunteers that they have permission to see 8 Volunteering Systems and Processes Programme
  9. 9. More advanced users will access to a lot more functionality. In the short term our aim is to keep it very simple for property users, allowing more access over time 9 Volunteering Systems and Processes Programme
  10. 10. Some users will be able to see a lot more details about our volunteers… 10 Volunteering Systems and Processes Programme
  11. 11. ..and also have the ability to edit details 11 Volunteering Systems and Processes Programme
  12. 12. We will be able to report against all fields in the system so there will be access to valuable Management Information 12 Volunteering Systems and Processes Programme
  13. 13. Communication (including the management of preferences) can be done via the system 13 Volunteering Systems and Processes Programme
  14. 14. Volunteers can only be booked against roles they already have. For example a Gardener could not be booked onto a Room Guide shift 14 Volunteering Systems and Processes Programme
  15. 15. Interest BBCRM comes with its own Content Management System, Blackbaud Internet Solutions (BBIS) 15 Volunteering Systems and Processes Programme
  16. 16. MyVolunteering will move off its existing platform onto BBIS 16 Volunteering Systems and Processes Programme
  17. 17. Self service for volunteers via MyVolunteering System to hold volunteer data Volunteer recruitment system Automated expenses for volunteers System to support the scheduling of volunteers 17 Volunteering Systems and Processes Programme

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