Harlequin annual company round-up 2015

Harlequin company round-up: 2015 reflections and looking ahead to 2016

We have had another solid year of growth, welcoming 38 additional organisations to the Harlequin community. To name just a few, new clients include Afghanaid, Bluebell Railway, British Kidney Patient Association, Chelmsford Cathedral, Galloways, Leicester Cathedral, London Centre for Children with Cerebral Palsy, MS UK, National Coal Mining Museum, Racing Welfare, Royal Albert Memorial Museum, Scannappeal, Shelter Cymru, SpecialEffect, Stockdales, The Haven, Transform Housing, Young Kent and Zane.

The breadth of our client base continues to evolve and 2015 saw particular growth into the cathedral sector, museums and arts organisations, social welfare organisations and visitor attractions. We now work with over 300 not-for-profit customers.

Our strong position in the hospital market continues. In 2015, the 50th hospital charity selected Harlequin CRM – and many of them also Harlequin Charitable Accounting. New hospital charity clients in 2015 include Bradford Teaching Hospital, CW+ (the charity for Chelsea & Westminster Hospital), East Cheshire NHS Trust, Ipswich Hospital, Luton & Dunstable Hospital, Mid Cheshire Hospital, Portsmouth Hospital and Royal Wolverhampton Hospital.

In the past 12 months, we welcomed two new members of staff. Senior Analyst Ian Jewitt has been focusing on our API and integration projects. Mike Bidmead, our new SQL Data Analyst, works primarily on data migrations and our planned reporting enhancements. Long-serving Harlequin, Sue Harris, is taking up a newly created role to oversee front-line customer support. In the new year a newly appointed office manager will join the team and we are currently recruiting two new account managers to ensure our high levels of customer service are maintained. We are also planning to bring on board a special advisor on the new SORP.

In 2015, we investigated our options to increase our office space and as a result – in 2016 – we will extend our headquarters in Wiltshire, which are located next to the M4.

This year we issued a major release of Harlequin CRM, version 5.5. Enhancements included upgraded communication and task functionality, improved speed throughout the system (especially reporting and queries), improved search capabilities and an Outlook plugin to save emails directly from Outlook into Harlequin. The ‘templates’ tool was also enhanced and we created a new Bookings module. The new version of Harlequin Charitable Accounting is well on the way. Our Patients Monies system goes from strength to strength with the addition of the new Property and Patient Travel Expenses modules.

In 2015, to demonstrate our commitment to the sector, we supported 12 conferences including CHASE, NAHF Conference, Hospice UK Conference, Association of NHS Charities MIG Fundraising Event and eight IoF events – including the Scottish Conference.

In 2016, we celebrate our 30th anniversary. Further developments to our software will be informed by a series of sector user group events.

Everyone at Harlequin would like to thank our clients, advocates and partners for their ongoing support. 2016 will be another year of growth for the company, which will ensure we continue to stand out for being personable, professional and in-tune with the sector.

With best wishes for the festive season!

Tom Ellis, Managing Director, Harlequin


Posted on December 17, 2015 by Tom Ellis