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Healthwatch CiviCRM Project

Healthwatch CiviCRM Project. Dave Moreton Tim Schofield. Background. New organisation formed in 2012 Consumer champion in health and care 148 LHWs and HWE Collecting evidence and insight National network works to share info National perspective fed by local insight

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Healthwatch CiviCRM Project

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  1. Healthwatch CiviCRM Project Dave Moreton Tim Schofield

  2. Background • New organisation formed in 2012 • Consumer champion in health and care • 148 LHWs and HWE • Collecting evidence and insight • National network works to share info • National perspective fed by local insight • National insight to have local impact

  3. Existing Systems • Bespoke story collection database • Various spreadsheets and Access • Inherited databases at LHWs • Some shared databases at LHWs • Notebooks

  4. Process • Agile - prototype and test • 3 levels: partners, core group, wider group • Some top down input • Workshops with partner end users • Demos to core pilot group • Structured feedback via webforms • Updates to wider pilot group • Less structured feedback via email

  5. Features • Contacts • Activities • Cases • Events • Membership • Mailings • Lots of Custom Fields

  6. Technical • Push functionality • Hosting • Maintenance • Security

  7. Challenges • Keeping everybody on board • Managing expectations • Reacting to very specific requests • Conflicts of demands • Mindset of waterfall vs agile

  8. Lessons • Good communication is vital • Share planning docs through Google etc. • Early training and demos really help • Document everything as you go • Keep it simple

  9. Thank you

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