Case Study
on the replacement of a CRM CMS solution
Case Study – IGEM
The Institution of Gas Engineers & Managers (IGEM) had problems with the existing CMS Website and CRM solution. Our lead consultant was familiar with the existing infrastructure and solution, being a product he’d deep knowledge of.
The output of the consultancy resulted in a ‘gap’ of knowledge about members data, an in-ability to produce reports and a lack of confidence in the automation of processes.
We engaged with the IGEM and carried and explored the solutions needed for the organisations growth plans.
We provided the following:
- Discovery to uncover biggest issues facing the IGEM now and in the future
- Evaluations of Market and Solution fit
- Procurement Consultancy
- Vendor Assessments and Fit
- Tender Process Consultancy
- Project Management post live and during implementation
Call and book a FREE consultation with our team of specialists in NFP Member Solutions
Looking to grow your membership base, improve income and make digital services simpler?
We provide Deep Subject Matter Expertise in in the Membership CRM and Web CMS Sector
Our Strategies Drive Revenue & Growth – Boost your income and profitability with our expertise around CRM and Website Solutions for Trade Unions, Charities and NFP Membership Associations.
Our knowledge covers all of the areas below – call us on 01384 931011 for a
FREE consultation with one of our team
CRM & Web
Integrated together- Manage data in one place for all members and tailor content for their interests
finance
Receive payments for subscriptions and events seamlessly online, integrated with your CRM
newsletters
Evoke contact with newsletters and mail with targeted campaigns from the dashboard
events
Host and take payments for events, both online and in person with a secure web booking system
reporting
Instant BI view of business critical information at your fingertips, or build a report simply
CPD
Manage learning for members with courses, grading and awards management
balloting
Voting time with protected data for security and ‘true’ data
cases
Member Case Management for keeping track & team responses
ERP
Finance Dashboard plan and predict with accuracy and data integrity
APi's
Connect to anything- XERO, SAGE, MS BI plus lots more options
Our Consultants have experience of working with NPO & Charity organisations for over 20 years
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