Harlequin annual company round-up 2016

Posted on December 14th, 2016 by Louise Eagle

Harlequin company round-up: 2016 reflections and looking ahead to 2017

Our 30th anniversary year has been another solid period of growth. Across our product portfolio, we welcomed 32 new organisations on board. To name just a few, recent customers include Albion In The Community (the charity of Brighton & Hove Albion Football Club), Compaid, Hounds for Heroes, Epilepsy Scotland, The Leaders of Worship and Preachers Trust (LWPT), Mummy’s Star, Preston Park Museum & Grounds, Ronald McDonald House Glasgow, South West Heritage Trust, Town & Country Foundation, Vauxhall City Farm, WEC International and Wiltshire Citizens Advice.

The range of organisations we work with across the third sector is ever expanding. We are constantly inspired by the breadth and collective impact of our client base. We now work with over 330 not-for-profit customers – of all shapes and sizes – and retained 100% of our customers in 2016.

Our strong position in the hospital market continues. We now have 58 hospital charities using Harlequin CRM. Our newest NHS customers include Frimley Health Charity, Raising Health (the charity of Leicestershire Partnership NHS Trust), SCAS Charity (for South Central Ambulance Service), St Helens & Knowsley Hospitals Charitable Fund, Three Wishes (the charity for Wrightington, Wigan & Leigh Hospitals), The Royal Berks Charity, Warrington & Halton Hospitals’ Charity and York Teaching Hospital Charity.

In 2016, an increasing number of organisations invested in both Harlequin CRM and Harlequin Charitable Accounting software. This is set to rise in 2017, as the packages are fully embedded together. The newly unified interface and shared functionality will be suitable for every type of charity. For organisations just wanting finance software, the enhanced Harlequin Charitable Accounting software will also be available as a stand-alone system. This major release is currently in beta test sites and will be launched more widely in 2017.

Another key project for the development team was delivering our new Template module for Harlequin CRM. It enables users to self-modify flexible templates and build custom screens. The Template module has been designed to help eliminate off-system data pools and stand-alone spreadsheets, ensuring organisations have fully centralised information and processes. For 2017, we are currently scoping out the Consent feature in Harlequin CRM to help charities manage elements of the GDPR – the new Data Protection law, to which organisations need to be compliant by May 2018.

Other development work saw a major upgrade of our Patient Monies package – moving it to a SQL platform. It is easy-to-use and feature rich – ideal for organisations accommodating long term clients.

Two new members of staff joined in 2016. Kirsty Morgan is an Account Manager. Previously at The Poppy Factory for five years, Kirsty’s most recent role was Employability Advisor & Project Manager. The project management remit utilised her knowledge of Harlequin to support the final implementation of the new fundraising software and client management system. Shri Konda, a Software Developer with a corporate technical background, is another excellent recruit of the year. We are also delighted that Software Developer, Mike Keating has re-joined the team. We will continue to recruit throughout 2017.

In 2016, to demonstrate our ongoing commitment to the sector, we supported eight conferences including CHASE and seven IoF events – including the Annual Convention. For 2017, we have also committed our support of Fundraising Live.

In September we hosted a southern user group event at Ascot Racecourse. It was a vibrant day, full of insights and feedback for product development. The value of client and staff networking can never be underestimated; it was fantastic to catch up with so many people with a shared agenda. Final plans for a northern user group event are underway – more details will follow soon.

Everyone at Harlequin would like to thank our clients, advocates and partners for their ongoing support. 2017 will be another year of growth for the company. We promise to keep client care, personal relationships and a specialist understanding of the charity sector at the heart of our organisation.

With warm wishes for the festive season!

Tom Ellis, Managing Director, Harlequin