The brief was to create a centralised contact management system, a single point where each diocese could store contact details for everyone. The idea was to bring consistency and create economies of scale by commissioning a joint system to replace the various individual systems that were being used. We made a customisable bespoke solution, with core data plus the ability to add unique fields where necessary.
We worked with the dioceses to make sure that the system was highly functional, giving users the ability to create their own dynamic groupings of contacts using powerful saved searches (e.g. finding all church wardens, who have been appointed in the job role in the last six months, within a particular parish). From this, they could send personalised emails, carry out contact audits, export data, etc.
Since its launch, numerous developments have taken place including more audit tools, GDPR support, reports, and CRM capability. A powerful API has been integrated with numerous other systems to form the backbone of the contact management.