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Author Topic: 1000 groups, memberships and member functions  (Read 1177 times)

johanv

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1000 groups, memberships and member functions
October 04, 2012, 01:38:24 am
Hello all,

We are looking for a CRM solution for our organization, and civi is one of the options we are considering. I've been playing around with civi for some days now, but I am not sure whether our organization's structure can be implemented in civi.

This is how we work (broadly speaking):

Our organisation has about 1000 local groups. We have about 100000 members, which all belong to typically one group, but there are some people who are member of more than one group. Our memberships are on a yearly base.

Each group has one member who is the contact person for the group, the one we contact if we need to know something of the group. We also have the concept of 'functions' which can be assigned to members. E.g. some groups have one or more members responsible for the communication between the group and its municipality, these members have the function 'contact municipality'. The available functions are the same for each group.

We should be able to keep and query the information of past memberships of people. We want e.g. to investigate the evolution of the number of members groups during the last years. We want to be able to get all people that were member of a certain group in a certain timespan. We want to monitor how many people in an average group have a certain function, and how that evolves.

Apart from our current 100000 members, we also want to import contact information of 250000 other people, our former members. We have the information about when they were member, and of which group(s), which we would like to import in the CRM as well.


So here are my questions:
  • Can civi handle a big database with +350000 people?
  • Do you have a suggestion about how we could implement our +1000 groups? It looks obvious to import them as organizations. But do we have to create a different membership type for each of these groups? Or are there other ways? Maybe we should use a relation for membership instead?
  • How would you implement our concept of functions?

Any suggestion is greatly appreciated!

xavier

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Re: 1000 groups, memberships and member functions
October 04, 2012, 03:45:24 am
Hi,

Quote from: johanv on October 04, 2012, 01:38:24 am
So here are my questions:

Can civi handle a big database with +350000 people?

Yes. they are a several organisations (new york state senate, wikimedia foundation, EFF...) that have vastly more contacts and run successfully.

Quote from: johanv on October 04, 2012, 01:38:24 am
Do you have a suggestion about how we could implement our +1000 groups? It looks obvious to import them as organizations. But do we have to create a different membership type for each of these groups? Or are there other ways? Maybe we should use a relation for membership instead?

It's probably worthwhile creating a new type "org member" instead of "basic" organisations and import them as such.

If you have a duration or fees linked to your members and groups, membership seems to be the right tool. You can use the same membership type with several organisations/groups (provided the duration/fee is the same) so you don't have to create 1000 of membership type



Quote from: johanv on October 04, 2012, 01:38:24 am
How would you implement our concept of functions?

I would create different relationships between the member org and the individual

You have probably already planned it, but you should budget some custom developments. for instance importing several 100k contacts is vastly easier with some custom code (using the API) than trying to use the default import function.
I would suggest you as well to join a two day training, to get a much clearer picture of what civi can do and avoid the most common pitfalls.

X+
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johanv

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Re: 1000 groups, memberships and member functions
October 04, 2012, 04:32:07 am
Thank you for the reply. We are aware that we'll need training, help from a civi expert and custom development. But for the moment we are just toying around, because we don't have decided yet which CRM we'll use.

I will look into the things you said, I'll keep you updated :-)
 

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