Project "Ojanda" - this is the name Helvetas Switzerland gave to its pioneering NPO project to replace its existing sector software and implement efficient marketing automation. In summer 2022 - after two intensive project years - the teams on both sides were able to celebrate the successful go-live together. This is far from a matter of course, because NPOs face major, sector-specific challenges in a mammoth project like this.
With the new CRM solution, Helvetas is now able to map the entire process from lead to donation (campaign planning, donation processing through various channels and accounting, thanking donations, other follow-up processes). Individual fundraising was also included by implementing support processes for major donors, institutions and legacies. Millions of data records have been migrated from the previous core system and now offer a 360° view of the donor/benefactor in a single system.
In an interview with Thomas Lewandowski (Business Unit Lead NPO), Ursina Thöni (Head of Data & Analytics, Helvetas Switzerland) talks about the pitfalls in the preparation of such a CRM project, about key moments and how she experienced the first months after the go-live.