Membership management / MRM / CRM solutions

[idnorton]

I thought we had an issue for this but apparently not.

Customer Relationship Management (CRM) / Member Relationship Management (MRM) systems are diverse and contentious. Some spaces write their own whilst others try and adopt solutions to fit their needs.

This is a common need for all hackspaces so we should have a section for discussion of it.

[idnorton]

Extensive discussion has already happened on discourse for this over at UK Hackspace Foundation Forum

[unknowndomain]

Features:

• Member details
  • Avatar/gravatar
  • Full name
  • Email
  • Password / External Authentication?
  • 2FA?
  • Address
  • Emergency contact + phone number
  • RFID Tag
  • Transactions
  • Agreement to rules?
  • Request permissions?
  • Equalities information?
    • Gender (non-binary)
    • Age range / specific
    • Race
    • Country of origin
    • Sexual orientation
    • Employment status
• Permissions assigned to users
• Name
• Description
• Slug
• Start date
• Expiry date
• Log of events/activities
• Reports
• Link to Forum (Discourse)
• Link to Subscription/payment system (GoCardless)

[Axford]

In addition (stuff that the swindon system does):

• Link to other payment systems (e.g. OFX download from bank)
• Support for different subscription levels (e.g. full, concession, interhackspace, child) and ability to pay monthly or year in advance
• Support for multiple accessible things (e.g. doors, equipment) and associations to individual members
• Reports - member summary report, mailing list report (active email addresses)
• API endpoint for access devices (e.g. doors, machines) to send log info to, plus associated reporting

Future enhancements / nice to haves:

• Classify bank transactions and generate end of year reports for annual returns
• Manage/track pledges
• Track donations
• Basic asset register, inc insured value - to aid with insurance renewals
• Integrate with web CMS - to allow for writing articles, managing events
• Integrate with social chat platform (e.g. telegram) - for member levels, prompting payment reminders, etc
• support text message reminders - e.g. overdue payment

[amunizp]

Could we have links to the different solutions that exist onbdifferent hackspaces? We can later generate a table to compare requirements and TRL.

[idnorton]

Has anybody done the prep work for the legal side on this yet?

Given GDPR coming in next year, there's much greater compliance requirements than the existing DPA. Not sure if I should create a new thread for that discussion? Would like to be able to crib that if anyone has it as that's definitely the starting point for the then technical implementation discussion.

Currently working with someone to try and implement CiviCRM and associated documentation with some use cases but it's not going to happen as quickly as we'd like :/

Ian.

[unknowndomain]

I truly have no idea what the GDPR wants of us because it's so huge and overwhelming. Kind Regards Tom Lynch Sent from my iPhone

…

On 23 Aug 2017, at 09:32, Ian Norton ***@***.***> wrote: Has anybody done the prep work for the legal side on this yet? Given GDPR coming in next year, there's much greater compliance requirements than the existing DPA. Not sure if I should create a new thread for that discussion? Would like to be able to crib that if anyone has it as that's definitely the starting point for the then technical implementation discussion. Currently working with someone to try and implement CiviCRM and associated documentation with some use cases but it's not going to happen as quickly as we'd like :/ Ian. — You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

[amunizp]

Currently working with someone to try and implement CiviCRM and associated documentation with some use cases but it's not going to happen as quickly as we'd like :/

Is this the person you are working with?

Git hub handle @michaelmcandrew Looks like the same person.

[michaelmcandrew]

hey there, i am @michaelmcandrew (as you may have guessed) but am not working with you guys on civicrm. would be happy to try and help though. I could certainly help with answering any civicrm questions you have and would be happy to help out people that want to implement civicrm at their hackspace (and/or evaluate if civicrm would be a good fit for them).

FWIW, here is some info on civicrm and GDPR http://itforcharities.co.uk/VedaNFPConsultingLTDGDPRV1.2.pdf

[gcarreno]

Hello all,

I'm the one that is working with @idnorton towards an easily (enough) solution to get a Drupal & CiviCRM (with containers, MAYBE...) Installation with defaults that are useful for the UK spaces context.

Like Ian said, still very early stages of getting ansible scripts ironed out and in some cases, assessing if even useful.

Ian sent me the link to this issue and I'm a member of the Lancaster and Morecambe Makers(LAMM) space.

Hope I'm not intruding too much by posting 😃

Cheers,
Gus

[amunizp]

Thank you @gcarreno not intruding at all thank you for coming. If the project is being hosted somewhere, could you link to it?

Thank you @michaelmcandrew for stopping by.

I guess we could focus this issue with a Minimum Viable Product (MVP) decided by user-centric design for our solution and selecting a number of Personae and doing a validation of their desires and empathies.

The types of Personae I propose are:

• people with jobs/studies/hobbies away from the space (need more online relation) because most of their life occurs outside.
• people with jobs/studies/hobbies that take place inside the space
• people who are organizers of space.

[proffalken]

Since 2017, there has also been the emergence of https://github.com/membermatters/MemberMatters providing billing via stripe, integration with SpaceAPI.io, physical/tool access via maglogs and RFID readers, and a few other things.

This is still a hot topic of conversation on the Telegram group and could probably do with a clear-steer from UKHSF, even if that's "We have a list of prefered ones, but feel free to write your own"

[proffalken]

@idnorton / @gcarreno / @amunizp - did the CiviCRM stuff go anywhere? Is it worth using, or should we just be saying "here's a list of things people are already using, pick one and see how you get on?"