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CRM Integration for Nonprofit Association

Services Covered:

Website Development • Application Integration • API Development
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Industry
Industry

Non-profit Organizations

Duration
Durationinfo-circle

1 month

Budget
Budget

10K - 49K

Start Date
Start Date

1 June 2021

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable Five Jars is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Council for Exceptional Children

mapArlington, United States of America

Project Summary

A nonprofit association serving students with disabilities hired Five Jars to integrate a new CRM and peripheral systems into their Drupal website to provide single sign-on and a seamless user experience. The vendor completed an originally eight-week project in two weeks due to emergency timelines, launched the website piece on time and without problems, and reduced the final cost from the original quote. The client praised Five Jars' communication, project management tools, and collaborative approach.

Key Challenges

  • Integrate the new CRM into the Drupal website and connect it to multiple peripheral systems for seamless SSO
  • Deliver the project on a highly compressed two-week timeline after delays with the CRM vendor
  • Ensure a clean user experience for members while coordinating with an external CRM developer

Project Deliverables

  • CRM integration into Drupal website
  • SSO/OAuth integration connecting CRM with peripheral systems
  • API integrations between website and CRM/peripheral software
  • Project plan, deployment support, and QA assistance

Project Solution

Five Jars planned and executed the integration of a new CRM into the client's Drupal website and tied that CRM into peripheral software via web SSO. The team implemented OAuth and API-based integrations, coordinated directly with the client's CRM developer, and managed deployment and QA tasks. Due to CRM delays they compressed the delivery timeline and worked intensive hours to complete the scope within two weeks.

Project Outcome

  • The website component launched on time and was the only integrated piece that did not experience problems
  • An 8-week development plan was completed in 2 weeks
  • Client satisfaction with communication, project management, and cost savings (vendor reduced final charge)

Platforms

  • CMSCMS
  • WebWeb

Tech Stack

  • REST APIREST API

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The company is pleased with the work that the Five Jars team provided because they managed to push an eight-week development plan down to just two weeks. The company also appreciated how the team found ways to cut costs on the project and deducted from the original quote because of it.”

Chad Rummel

Executive Director

Note: This endorsement is based on publicly available client feedback from external review sources.

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