John Staley Associates Limited

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Intranet, CRM and Grants Management requirements

Company Profile

A non-departmental public body (NDPB) based in the West Midlands which exists to help create a more effective third sector by working to improve support for third sector organisations.

It was set up in April 2006 to take over management of the ChangeUp programme and to work with other funders to develop strategies and influence policy on building the capacity of the third sector.

Reference

"John provided consultancy services to identify a combined solution to our requirements for an Intranet, CRM and Grants Management system. This involved:-

  1. An analysis of the current and planned business processes;
  2. The production of a detailed Functional Requirements Definition which was submitted to potential suppliers;
  3. Evaluation of supplier proposals;
  4. Interview shortlisted suppliers;
  5. Recommend preferred supplier and solution;
  6. Prepare business case to secure funding;
  7. Present proposals to the main board for approval.

"The solution is based on Microsoft Sharepoint and CRM with a limited amount of customisation and we are now moving forward with a phased implementation of the different elements."

Jane Fewkes - Head of Communication