Streamlining Workflows to Achieve Data-Driven Decision Making in International Development

Operation Mobilisation UK (OM UK) faced a critical challenge in transitioning away from their existing Open Petra (OP) system. This legacy system was central to their fundraising CRM functions, managing outreach and personnel data. The limitations of OP and its impending decommissioning created a significant gap in their operational capabilities and efficiency. This threatened their fundraising efforts, their ability to track interactions with partners and their ability to serve the communities they support. This challenge directly impacted OM UK's mission to effectively engage with partners and mobilise support for their initiatives.

Following this failed project, the team engaged twice more with two other vendors before finally engaging Suru for an in-person day aligning the whole team. This day energised the team who could at last see a way forward, and helped the leadership to see that the vital expertise in project management, planning, change management and training were the missing pieces that the vendors were unable to bring to the project, and the reason for the past failures.

This experience taught OM UK valuable lessons about the importance of choosing the right partner for their CRM implementation. They recognised the need for a partner who not only possessed technical expertise but also understood the unique challenges faced by non-profit organisations and was committed to a collaborative approach.

OM UK ultimately chose Suru Partners due to their:

By learning from their past mistakes and choosing the right partner in Suru Partners, OM UK was able to overcome their initial challenges and successfully implement a CRM solution that transformed their operations and empowered them to better serve their mission.

We implemented a comprehensive solution that addressed OM UK's challenges:

The solution provided by Suru Partners significantly enhanced OM UK's ability to fulfil its mission. The improved CRM capabilities allowed for better service delivery and more effective engagement with partners, leading to increased funding and support for their initiatives. Indirectly, the collaboration bolstered OM UK's reputation as an efficient and responsive charity, fostering trust among donors and partners. Ultimately, the lasting difference was seen in OM UK's enhanced operational capacity and its greater impact on the communities they serve, with more individuals being mobilised for outreach efforts and an increase in financial support for their projects. This collaborative effort has positioned OM UK for sustainable growth and deeper engagement with its mission and beneficiaries (partners).

The collaboration between OM UK and Suru Partners exemplifies the transformative impact that a well-implemented CRM solution can have on a non-profit organisation. By addressing OM UK's challenges and empowering them with the tools and capabilities they needed to succeed, we helped OM UK enhance their operational efficiency, deepen their partner engagement, and ultimately, better serve their mission and beneficiaries.