1. Volunteering Systems and
Processes Programme
Blackbaud CRM screenshots
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2. Interest
Yo
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lun
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Volunteering Systems and Processes Programme

3. Interest
YourVolunteering
The Trust is buying an ‘off the shelf package’ (BBCRM) as the basis of the new
volunteer system. This will become the YourVolunteering portal for volunteer
managers
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Volunteering Systems and Processes Programme

4. BBCRM is very configurable and users only see what they use / have access to
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Volunteering Systems and Processes Programme

5. Users will also be able to configure their own view so that the things they use
most are accessible from their Home page
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Volunteering Systems and Processes Programme

6. 6
Volunteering Systems and Processes Programme

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Volunteering Systems and Processes Programme

8. Access to volunteers data is controlled by access rights. Users can only see the
personal data of volunteers that they have permission to see
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Volunteering Systems and Processes Programme

9. More advanced users will access to a lot more functionality. In the short term our
aim is to keep it very simple for property users, allowing more access over time
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Volunteering Systems and Processes Programme

10. Some users will be able to see a lot more details about our volunteers…
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Volunteering Systems and Processes Programme

11. ..and also have the ability to edit details
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Volunteering Systems and Processes Programme

12. We will be able to report against all fields in the system so there will be access to
valuable Management Information
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Volunteering Systems and Processes Programme

13. Communication (including the management of preferences) can be done via the
system
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Volunteering Systems and Processes Programme

14. Volunteers can only be booked against roles they already have. For example a
Gardener could not be booked onto a Room Guide shift
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Volunteering Systems and Processes Programme

15. Interest
BBCRM comes with its own Content Management System, Blackbaud Internet
Solutions (BBIS)
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Volunteering Systems and Processes Programme

16. MyVolunteering will move off its existing platform onto BBIS
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Volunteering Systems and Processes Programme

17. Self service for volunteers via
MyVolunteering
System to hold volunteer
data
Volunteer recruitment
system
Automated expenses for
volunteers
System to support the
scheduling of volunteers
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Volunteering Systems and Processes Programme