If you are new to CiviCRM or would like more formal training in the basics of contact management, the Fundamentals of Contact Management offered by Cividesk is the perfect online training session for you. 

Participate in this live 2-hour training session taught by Cividesk on Wednesday, March 20th at 9 am MT/ 10 am CT/ 11 am ET (sorry, recorded versions are not available) and get off to a great start with CiviCRM!  Learn all the basics of managing contacts, the relationships between them, searching, reporting and how to segment your data to better communicate with your constituents.  

Register today for this informative and affordable training session. Email Cividesk training manager Susan Engeman with any questions about this training session or any of our other online classes.

What?

CiviCRM core now offers a Continuous Integration service to partner & member organisations on their extensions. The service will run the unit tests associated with an extension whenever a PR is submitted to that extension. This is similar to the process that runs on core and is driven by jenkins and runs on the same test infrastructure. There are free services that do this (e.g Travis) on github in general but they don’t provide the CiviCRM setup and database environment that is needed to run tests on CiviCRM.

Why?

Basically because I wanted it & I paid the core team to do the technical work to make this an offering :-). This is something I’ve pushed for and I chose to fund it personally with financial help from Joe Murray from JMA Consulting to make it happen.

Erm still why?

I was finding that I was spending a lot of my own time dealing with regressions in various extensions that I have written such as Extended Reports and Omnipay - many of them as a result of me accepting community code contributions into them. I felt like it was worth it to me personally to spend some money to make this less painful. If you use these extensions you might like to contribute to the next phases to save me from having to.

What specifically is on offer right now?

Extension CI service on github - you can have up to 6 extensions under CI for $100 per month. (provided you are already a partner or member organisation) with a $500 set up fee . Extra extensions for $15 per month. Whenever a PR is submitted the probot listener will run the unit tests that you have written for the extension. You are responsible for getting the tests working & fixing any issues.

In general the setup fee pays for the development of the CI service to meet the above goals whereas the monthly fee goes towards the server resources and various admin & support overheads incurred. Currently we are in need of more server resources so a couple of sign ups would allow the Core team to purchase more capacity.

What is the road map on this?

There are 3 goals from my point of view

1. Extension CI service (as currently offered) to run CI on PRs submitted to those extensions

2. Extension CI service extended to also run the extension unit tests on latest master when a PR is submitted against master. These will be visually separated from the main core unit tests but if they start failing for an extension for reasons that relate to the extension, not a core change, they will be disabled until the extension author fixes them. I anticipate that once this is developed it would be included in the $100 per month

3. Fork CI service - many organisations have their own CiviCRM forks with patches they are still working on / upstreaming. This service would run the core unit tests against these forks as PRs are submitted to them. Tarballs would be generated for deployment, as happens on the main branch. This would have a separate pricing and would be more expensive than the CI service as it would have higher server resource needs.

Further technical development to be done as funded. The steps below are each expected to cost between $800 & $2000.

1. Update the service to support gitlab as well as github

2. Improve php version coverage - add in php 7.3, possible multiple 7.x versions

3. Update civicrm-core PR testing to go through the same civibot integration

4. Add CI on core PRs to extension service purchasers (depends on step 3)

5. Add support for running CI on forks (depends on step 3)

CiviProspect

Is CiviProspect for me?

CiviProspect provides the core structure for creating/ managing/ converting the fundraising opportunities of an organisation. It can also be used to manage any monetary opportunities such as sales opportunities and event sponsorships.

Create prospects

CiviProspect inherits all the features from CiviCase. You are able to create prospects in the system with your designed prospect stages and relationships/ roles. Additionally, you can record prospect-specific information such as budgeted amount, prospect amount, probability, expected date and restriction code (if applicable).

Manage prospects

You are able to keep all of your prospect expectation up to date by updating the probability, amounts and dates. You also have a chance to update these information when you move a prospect from one stage to another.

When a prospect becomes successful, you can easily convert the prospect into a contribution/ pledge. The payment progress will be shown on the relevant prospect. You are able to view the linked contribution/ pledge from each prospect.

Prospect reporting

Since CiviProspect is an extended part of CiviCase, all CiviCase reports in CiviCRM can be used to report on CiviProspect. Apart from these default reports in CiviCRM, we also integrated CiviProspect with the powerful Pivot Reports extension. Install the extension and you can start create your own flexible prospect reports!

How do I get CiviProspect?

Manual is designed to work with CiviCRM 4.7.x or 5.x plus. If you are on an earlier version of CiviCRM, you will need to upgrade your site first or contact info@compucorp.co.uk if you needs assistance to do so.

If your CiviCRM is already on CiviCRM 4.7.x or 5.x plus and this is the first time you use an extension, please see Here for full instructions and information on how to set and configure extensions.

You can get the latest release of Membership Extras from CiviCRM extension directory page or our Github repository release page.

How to configure CiviProspect?

CiviProspect does not require any additional configurations. For basic CiviCase configurations, please visit here .

Support

CiviCRM extension directory page: https://civicrm.org/extensions/civiprospect

Please contact the follow email if you have any question: hello@compucorp.co.uk

Paid support for this extension is available, please contact us either via Github or at hello@compucorp.co.uk

Apply here: https://grnh.se/b9c9a5ab1

Hours: 40 hrs/ week

Duration: 12 months 

Travel Requirements: 30%, potentially more depending on business needs

Summary

The Wikimedia Foundation, the nonprofit that oversees Wikipedia, is committed to providing free knowledge for every single person on the planet. The Partnerships and Global Reach team builds partnerships with the goal to increase awareness and usage of Wikimedia projects in the Middle East, Africa, Latin America, Asia and Eastern Europe. Partnership and programmatic work in India can increase Wikimedia’s reach and accelerate the growth of our free licensed content in local languages and cultures in the country. This role will be crucial to design and implement a partnerships strategy for India, with a special focus on increasing usage, access, and awareness of Wikimedia projects, as well the availability of local relevant content. The Country Consultant will also work closely with the Regional Manager and the team actively supporting ongoing projects growing scale in the region. Join us and help grow the number of people who can freely share and participate in the sum of human knowledge.

We’d like you to do these things:   

• Secure and manage strategic partnerships with regional/global technology companies with presence in India as well as local large-scale technology companies, mobile carriers, phone/tablet manufacturers, technology developers, and other similar private and not for profit mission-aligned stakeholders.
• Secure and manage partnerships with mission-aligned governments (ministries, regulatory agencies, public institutions, etc), international organizations, and other relevant stakeholders in the technology/education ecosystem.
• Develop scalable country growth strategies that increase the impact of Wikimedia's activities in India. Articulate plans within larger regional growth strategies forged by the team and the organization.
• Strategize and provide support for scaling ongoing partnerships in other countries to be implemented in India.
• Explore and evaluate new partnerships and initiatives that can significantly increase Wikimedia projects' presence in India.
• Build positive relationships with the local Wikimedia communities in India and the region, and collaborate with them around partnership opportunities.
• Represent Wikimedia in internal and external conferences and events as needed.

We’d like you to have these skills:

• Mission-driven individual with a passion for reducing the access to knowledge gap in India and the region.
• Alignment with Wikimedia’s values; comfortable working in a highly transparent, collaborative, and remote/distributed team environment.
• 5-8 years of experience in business development, marketing and/or strategy, including work in emerging countries work, ideally in both consumer and B2B.
• Previous experience on setting and executing strategic business development plans in the region, particularly in India.
• Experience building and managing relationships with relevant technology, internet, and industry-related stakeholders, mobile operators, phone/tablet manufacturers, governments, international organizations, educational institutions, and other private and not for profit relevant stakeholders in the technology/educational ecosystem.
• Problem-solving skills and flexibility to work cross-functionally and cross-culturally.
• Capable of managing multiple priorities and deadlines; have a structured approach and be geared to deliver results.
• Excellent communication and presentation skills needed to pitch and secure partnerships opportunities for local and global audiences.
• Be a truly team player; enjoying working with a small and highly collaborative team.
• Work and/or life experience in emerging countries.
• Proficiency in written and spoken English, in addition to any major Indic language (other local languages a plus).
• Currently residing in India.
• Full time availability for 12 months.
• Must be willing to travel internationally (roughly 20%-30% time) and work flexible hours to meet the requirements of global partner relationships.
• Bachelor's degree or equivalent; MBA preferred.

Please include a cover letter describing your specific interest in this position.

The Wikimedia Foundation is... 

More information

Wikimedia Foundation website

Wikimedia Foundation blog

Annual Report - 2017

Wikimedia 2030

One of the questions we occasionally get from our clients concerns how users can search for non-primary emails, addresses, and phone numbers in CiviCRM.  Because so many constituents use different emails for different purposes - one for billing, one for bulk emails, and so forth - it can become a challenge to locate people in your data.  However, we have a couple of suggestions for how you can search across all emails, phone numbers, and addresses.

Option 1: Add Them to Your Search Results

By default, CiviCRM is set to search only primary information.  However, this is a very easy thing to change.  Go to Administer > Customize Data and Screens > Search Preferences, and find the option labeled “Search Primary Details Only.”  (See here if you’d like a visual.)  Set that to no, and save.

As a test, I added a contact with two different email addresses. With that search setting defaulted to yes, I searched for the email address boxed in the screenshot, and got no results.  Here is the result with the same search, after changing that field to no.

Note that this change unfortunately does not affect the quicksearch at the top left in CiviCRM.

Option 2: Use the Search Builder

If for some reason you prefer not to change the default search settings, you can also use the Search Builder to search for non-primary emails.  The Search Builder allows you to search for emails (or phone numbers, or addresses) with specific location types, so you can iterate through your non-primary location types to search as many options as you wish. Note that I used the “also search where” option, which essentially sets this up as an OR search: find contacts where home email is x OR where work email is x OR where billing email is x.

Here you see the result.

If you have a significant number of location types, this search option can be somewhat cumbersome.  However, it nevertheless is a good option for finding contact information based on a specific location type (or types).

Apply here: https://grnh.se/00517da21

Location:  San Francisco, CA or Remote

Status:    Temp to Perm 

The Wikimedia Foundation is looking for a strategic and analytical Payments Expert to drive the payments strategy and operations for the organization. Payments are a core component of Wikipedia’s  Fundraising platform and a key to success for our 2030 organizational vision, enabling mission-aligned readers to become donors and support the Wikimedia mission. This position’s role is to make payments efficient, effective, and low-cost, while contributing to our global payments strategy. This Expert will be a part of the Fundraising Operations team and manage the day to day risk and operations, bug reports, network and PSP relationships, and work cross-functionally with finance, engineering, and directors to drive and execute the payments strategy.

We'd like you to do these things. 

• Manage global operations for all payment providers by owning key relationships and manage operational components of those relationships, including on-boarding, escalation, reconciliation and day-to-day operations
• Monitor and analyze transaction metrics to discover trends and inform product priorities
• Collaborate with Fundraising leadership to further develop the Payments Operations strategy by defining, executing, and communicating operational processes, standards, and a roadmap to expand capabilities, drive growth, and increase operational efficiency
• Collaborate with internal stakeholders (Legal, Finance, Engineering, etc) to optimize payment flows aiming to increase revenue and manage costs
• Support cross-functional teams for payment platform to build out critical tools, create and automate processes where possible, and address longer-term or recurring issues
• Execute payment programs effectively by supporting implementation teams within payments and across the entire organization as a subject matter expert on operational matters. Be responsible to maintain service levels globally

We'd like you to have these skills:

• 3+ years experience in payment operations and/or partnerships, e-commerce
• Deep understanding of the entire payments ecosystem including international methods and alternatives, payment processors and gateways, acquiring banks, card networks, authorizations, and settlement
• Experience managing projects for complex cross-functional initiatives
• Exceptional analytical skills; 80/20 thinker that is able to quickly prioritize and be tactical about getting to impact fast – bias for action
• Ability to communicate clearly and interact daily with executives on key strategic topics
• Very strong relationship management and negotiating skills
• Positive attitude and willingness to roll up sleeves and dig deep to achieve goals
• Excellent organizational skills including prioritizing, scheduling, time management, and meeting deadlines
• Data-driven approach for ongoing operational performance measurement and tracking
• Team player, who cares deeply about his or her own work and also helps colleagues succeed
• Emotionally mature and self-reliant; tolerates ambiguity and maintains positive, respectful professional relationships
• Bachelor's degree

And it would be even more awesome if you had the following: 

• Non-profit payment processing knowledge and management
• Excellent cross-group collaboration skills, ability to impact and influence outcomes in a matrixed environment
• Proven ability to manage multiple, competing priorities simultaneously
• Being vocally self-critical

About the Wikimedia Foundation Fundraising Team:

Wikipedia and other Wikimedia projects are authored and edited entirely by communities of volunteer contributors. The Wikimedia Foundation (WMF) maintains the technical infrastructure to support these communities and pursues a permanent agenda of technical and programmatic innovation. It also supports an incredibly diverse global community of editors and readers through global conferences, public outreach activities, and strategic relationships which support the cause of free knowledge. It is a highly transparent, collaborative organization. A global network of Wikimedia chapter organizations conducts important activities to support the movement in a fast-growing number of countries.

The WMF Fundraising Department collaborates with and works as a part of the broad Wikimedia community -- including readers, donors and editors/contributors -- to raise required revenue for the Foundation in a way that promotes the health and growth of Wikimedia communities and the projects they create and manage.

The Wikimedia Foundation is... 

More information

Wikimedia Foundation website

Wikimedia Foundation blog

Annual Report - 2017

Wikimedia 2030

Cividesk offers a variety of live instruction online training courses for new and current users of CiviCRM. Join us on April 4th at 10 am MT/12 pm ET for our Organizing a Fundraising Campaign training session that is designed for current users of CiviCRM.

We'll cover the steps necessary to get ready for outreach to constituents, cleaning and segmenting your data in CiviCRM, ways to reach out to consituents and how to create an online contribution page to faciliate donations. We also discuss and demonstrate the features that will help with outreach, tracking donations and reporting on your campaign's progress.

Click here to register for this 2-hour online training (sorry recorded versions are not available) or email Cividesk training manager Susan Engeman with any questions.

It’s been a long time coming, but we finally managed to post the Core Team’s financials online in a format that not only shows where we’re at but also breaks down our income and expenses over the past 12 months. We’ve maintained project stats online for some time at https://stats.civicrm.org so it made sense to just add a new tab there. Check it out here. The financials are currently updated each month, and we’ll continue to expand on them as we have capacity.

The purpose of providing these financial metrics is to help demonstrate how CiviCRM functions as well as how it’s currently funded.

Things we like to see in the numbers:

1. Overall, we’re seeing some stability in income and expenses. While that’s good, most of this balancing has come in the form of a smaller core team. In and of itself, that’s not necessarily a bad thing and the community has stepped up to drive many initiatives.
2. An increase in technology partners and in income from them. Tech partners integrate with CiviCRM but don’t host or implement. They also typically benefit financially from the integration, so it’s nice to see them giving back to the project. It’s truly a win win.
3. We like to see the uptick in support for Extended Security Release. We are not where we want to be here, but the trend is positive.

Things we want to see improve:

1. Even though it was never viewed as an income driver, Spark is mostly flat. The primary purpose behind Spark is to help grow the ecosystem, so it’s a bummer to not see it expanding. In fairness, we have not been aggressive at all in promoting it. At the same time, we have seen CiviCRM break 11k installs for the first time recently, so even though it’s not as a result of Spark, it is good to see the community expanding.
2. Aside from technology partners, most community funding is flat or in decline. That’s not good... at all. In particular, make it happen campaigns and membership are very light. We have not pursued membership and have often toyed with scraping the program altogether. Nonetheless, both membership and MIH campaigns are among the best ways for the broader community to participate.
3. Our receivables are high and they’ve been around for a while. That’s not good for anybody.

All that aside, you can take a look for yourself and get an overview of our funding. We’ll probably be on hand at the Summit in Barcelona as well to review of these in more detail along with discussions around the project in general. If you have any questions, find me @josh at https://chat.civicrm.org

Income & Expenses: 12 Months Rolling

The chart below is one of a few located at https://stats.civicrm.org. Head on over to check more like this one and get a feel for how CiviCRM is funded.

Status:  Full-time role w/benefits

Location: Must be in SF area w/some telecommute flexibility

Join the Wikimedia Foundation in our aspiring project to empower people to create and share the sum of all human knowledge. We are looking for an experienced Senior Systems Analyst to work within our Finance team. Under the Digital Finance Transformation program, the Senior Systems Analyst will collaborate with Finance teams and IT stakeholders to understand upstream and downstream process and system impacts. This role will be responsible for analyzing the current-state of mission-critical Finance and Operations capabilities from a people, process, data and technology perspective and perform root cause analysis to inform future-state recommendations. The role also analyzes complex business problems relating to systems and/or process, and assists in providing technical expertise in identifying, evaluating, and developing systems and procedures that meet business stakeholder requirements.

We’d like you to do these things:

• Serve as the liaison between Finance and other business and technical teams
• Evaluate processes, data and systems using a systematic, disciplined and data-driven approach
• Consult with project stakeholders to understand business problems and translate them into functional and non-functional requirements. Critically evaluate information gathered from multiple sources and reconcile conflicts
• Dissect high-level information into details and communicate these details in a manner understood by relevant audiences
• Influence requirements and processes to effectively utilize systems and applications that support an improved user experience
• Propose change to policies/processes when necessary to move forward with new designs
• Perform root cause analysis to identify solutions that address the true source of issues and gaps
• Analyze and propose solutions and other changes within the system per user business needs
• Manage varying perspectives between teams and across organizational lines to drive towards the most effective solutions
• Key contact for preparing use cases, facilitating testing of solutions to ensure they meet business requirements, and prioritize defects
• Balance business requirements with technical feasibility and set expectations on new projects.
• Recommend changes in development, maintenance and system standards. Determine resources and timeline.

We'd like you to have these skills: 

• Bachelor degree required (finance, business, information systems); graduate degree plus
• 5 years in business process analysis, business analysis, management consulting and/or change management
• Proven track record of analyzing complex processes and driving execution of improvements
• Finance Analyst or Finance business intelligence and reporting experience a plus
• Functional knowledge of process improvement methodologies (BPM, Six Sigma, Lean)
• Lean, Six Sigma or BPM Certification a plus
• Successfully frame and communicate issues to a wide audience in order to gain understanding and drive consensus on a future vision
• Engage, communicate and influence effectively at all levels of the organization (from individual contributors to  VPs) and across global teams using data and compelling narratives
• Excellent collaboration and organizational management skills
• Break down very large, complex processes into digestible and concise pieces
• Comfortable with ambiguity and able to adapt to rapidly changing business environment
• Must be able to achieve results in a culture that favors collaborative decision making
• Proactive problem solving and self-starting individual
• Must be a flexible and creative individual capable of managing multiple priorities and projects in a diverse environment
• Understanding of the free culture, free software, or online rights movements

The Wikimedia Foundation is... 

U.S. Benefits & Perks*

• Fully paid medical, dental and vision coverage for employees and their eligible families (yes, fully paid premiums!)
• The Wellness Program provides reimbursement for mind, body and soul activities such as fitness memberships, baby sitting, continuing education and much more
• The 401(k) retirement plan offers matched contributions at 4% of annual salary
• Flexible and generous time off - vacation, sick and volunteer days, plus 19 paid holidays - including the last week of the year.
• Family friendly! 100% paid new parent leave for seven weeks plus an additional five weeks for pregnancy, flexible options to phase back in after leave, fully equipped lactation room.
• For those emergency moments - long and short term disability, life insurance (2x salary) and an employee assistance program
• Pre-tax savings plans for health care, child care, elder care, public transportation and parking expenses
• Telecommuting and flexible work schedules available
• Appropriate fuel for thinking and coding (aka, a pantry full of treats) and monthly massages to help staff relax
• Great colleagues - diverse staff and contractors speaking dozens of languages from around the world, fantastic intellectual discourse, mission-driven and intensely passionate people

*Eligible international workers' benefits are specific to their location and dependent on their employer of record

More information

Wikimedia Foundation website

Wikimedia Foundation blog

Annual Report - 2017

Wikimedia 2030