Unipso – SoDa, centralized management of contacts and events

Unipso is a cross-sectoral federation that represents and supports social-profit enterprises. Day to day, its teams manage a large volume of contacts (institutions, federations, individuals) and training events. To replace a multitude of individual Excel files and professionalize this management, Yelido designed and developed SoDa (Social Data): a business web application backed by a centralized database, giving every team a single, reliable source of information, connected to Unipso's website, emailing and messaging.

Methodology

A centralized database to replace Excel files Managing events, registrations and reporting Integrations, architecture and methodology

A centralized database to replace Excel files

Before SoDa, Unipso’s data was scattered across Excel files managed individually by each employee: duplicates, unshared information and time-consuming manual processes.

Yelido first modeled, in co-design with Unipso, a database schema and screens based on the existing setup. SoDa now centralizes all contacts and lets them be organized in fine detail: categories, sectors, joint committees, institution types and federations (multiple-choice fields), contact groupings and advanced search (name, email, postal code).

Data quality is ensured by a uniqueness check on entry, a report of potential duplicates and assisted merging of two records. Historical data was migrated through a bulk import from the existing Excel files.

Managing events, registrations and reporting

SoDa covers the entire lifecycle of trainings and events: creation and scheduling (with schedule duplication), registration management and attendance-sheet tracking (present / absent / excused statuses and hours calculation).

Registrations are automated: through a REST API, Unipso’s website sends registration forms directly into SoDa. The contact is matched or created automatically, and the form’s custom fields are attached to it, eliminating any manual re-entry.

On the operational side, SoDa generates dynamic, customizable Excel reports (field selection, participation listings) and enables mail merge, giving Unipso complete autonomy over its reporting.

Integrations, architecture and methodology

Designed as a connected hub rather than an isolated tool, SoDa integrates with Unipso’s ecosystem: synchronization of mailing lists with MailChimp from contact groups, and interactions with Outlook / Exchange for contacts and calendar.

The application is built on a Java web architecture (Tomcat), with a REST API open to third-party systems. It was crafted for business use: modernized interface, cross-browser compatibility, responsive display and contextual help.

The project was run in agile mode (Scrum), in sprints with regular demos and reviews involving Unipso in every decision. Yelido now handles its development, hosting and long-term maintenance.

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