Harlequin annual company round-up 2017

Posted on December 15th, 2017 by Tom Ellis

Harlequin company round-up: 2017 reflections and looking ahead to 2018.

2017 has been another great year for Harlequin seeing our customer base increase by a further 10%. Many of our clients have come to us via word of mouth and I would like to say a sincere thank you to those who recommend Harlequin to others. Our software is used by over 350 organisations covering a wide range of causes and it is a constant inspiration to work alongside all of you.

Growth: Across our software portfolio of CRM, Charitable Accounting and Patients Monies, we welcomed 31 new organisations to the Harlequin community. Recent customers include Coventry Cathedral, Cygnet Healthcare, Facial Palsy, Hospice Care North Northumberland, Paul Strickland Scanner Appeal, Police Dependants’ Trust, Road Peace, Ronald McDonald House Alder Hey, RSPCA Bristol, Swalcliffe Park School, Temple Music Foundation, Towner Art Gallery and Turn 2 Us.

We also maintain our strong position in the hospital charity sector. Our newest NHS customers include Brighton & Sussex University Hospitals Charity, Central & North West London NHS Trust, Doncaster & Bassetlaw Hospitals NHS Trust, Harrogate Hospital Charity, Norfolk & Norwich University Hospitals, Peterborough & Stamford Hospitals, Plymouth Hospital Charity, South Warwickshire NHS FT and Wirral University Teaching Hospital Charity.

Development: Our dev team are delivering a major upgrade to our charity accounting product. The system has undergone a complete redesign, has a lot of enhanced functionality and, in particular, a seamless user experience with our charity CRM software. We held two events to showcase the new system – in the north and south of England – and the response was exceptionally positive. The system is now being beta tested in initial sites and we will be phasing the roll-out to all our Charitable Accounting users in the new year. It is seriously exciting to be the only provider, as far as we are aware, that can truly deliver a single charity finance and fundraising package.

We also designed a new Consent feature in Harlequin CRM to enable charities to fully address GDPR, to which organisations need to be compliant by May 2018. This, of course, has been added to each client’s system as a standard feature as part of your support contract. We are also working on a brand new module for Harlequin CRM to manage staffing.

As more organisations are turning to the cloud, 2018 will see an emphasis on the development of parallel web versions of our main systems, Harlequin CRM to lead the way. Of course, our current systems can already be hosted in third party data centres for customers wanting to outsource their server needs and can be accessed via the cloud.

Sector: To demonstrate our ongoing commitment to the sector, this year we supported seven conferences including Fundraising Live and six IoF events. In 2018, we will continue to sponsor the IoF regional conferences. It is so important to keep in touch with people, face-to-face, to hear about sector themes, regulations and challenges. Dom, in particular, loves being at these events, especially as Harlequin is now an established name.

Staffing: As we continue to grow and support more customers, we have reorganised ourselves. We now have separate support and development teams, plus a data migration unit and project management function. As ever, we have sales, marketing and training. In January, a new office manager, project/account manager and two additional developers are joining the team.

All the team at Harlequin would like to thank our customers and advocates for their continued support and custom. 2018 will be another year of growth for the company. We promise to keep customer service, friendly relationships and a specialist understanding of the charity sector at the heart of our organisation. Read the ‘Team Harlequin 2017 highlights’ blog here.

With warm wishes for the festive season!

Tom Ellis, Managing Director, Harlequin