
Transforming a Leading Professional Association’s Digital Landscape.
Modernising a leading risk management association’s digital systems, enhancing efficiency with advanced CRM and CMS integration.
Introduction
A leading professional association in risk management and insurance embarked on a strategic initiative to modernise its technological infrastructure to better serve its members. Evance Consulting, in partnership with Prodo Digital, was enlisted to ensure the project's alignment with industry best practices and the association’s strategic objectives. This case study outlines our contributions through an independent review of an internal project and a focused process mapping initiative.
The Client Need
The association aimed to
Overhaul outdated CRM and CMS systems.
Integrate an advanced digital library.
Enhance operational efficiencies across core business functions.
The association faced several challenges
Updating critical IT systems while integrating a standalone digital library.
Assessing the progress made by the primary contractor.
Optimising membership, finance, and forum events processes for greater efficiency.
Before engaging Evance Consulting, the association had:
Initiated an internal strategic project to modernise their systems but required an independent review to evaluate progress.
Faced inefficiencies in current operational processes needing thorough process mapping and improvement.
Our Solution
Evance Consulting provided a strategic and comprehensive approach to tackle the association’s challenges. Here’s what we did
Independent Review
Objective reporting conducted a thorough evaluation involving document analysis, stakeholder interviews, and technical assessments.
Delivered a detailed report on the effectiveness of integration efforts and the performance of the primary contractor.
Enabled the association's Board to make knowledgeable decisions about continuing with the existing contractor or seeking other bids for future project phases.
Identified potential risks and provided strategies to mitigate them, ensuring project continuity and quality.
Process Redesign
Conducted detailed mapping of current processes to identify inefficiencies and areas for improvement.
Created comprehensive 'As-Is' process maps and analysis documents.
Strategic Recommendations
Recommended specific process improvements, particularly automation in membership applications and renewals.
Outlined a plan for integrating dynamic CRM solutions to streamline data management and user interactions.
The Outcome
Provided the association with crucial insights into Internal Project status, enabling informed strategic decisions.
Recommended practical solutions to streamline manual processes through automation, leading to quicker and more accurate membership management.
Set the stage for integrating advanced technological solutions like Microsoft Dynamics 365.
Conclusion
Evance Consulting’s comprehensive engagement with the association through both an independent review and a process mapping initiative exemplifies our commitment to supporting clients through complex digital transformations. We provided the strategic guidance necessary to navigate technological upgrades and operational enhancements, ensuring that the association remained at the forefront of risk management practices.
Is your organisation ready to enhance its operational and technological capabilities? Contact Evance Consulting for expert guidance through your digital transformation journey.
Power in Numbers
12
Core business processes mapped and re-designed.
5
Day intensive work Package delivered ensuring rapid implementation readiness.
43
Documents were analysed to provide informed decisions to the Board and Project team.