Enhancing Membership Management for The Drapers’ Company with Microsoft Dynamics 365
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The Drapers’ Company is one of the 110 livery companies in the City of London. As a philanthropic institution, its interests span a range of charitable areas, with a particular focus on education, prisoner rehabilitation, and care for older people. The organisation also encourages volunteering opportunities where possible.
Background & Challenges
Background & Challenges
Background:
The Drapers’ Company, known for its charitable contributions and community engagements, faced significant challenges with its legacy database system, Microsoft Access. This system had evolved over the years and was no longer fit-for-purpose.
Challenges:
- System Limitations: The legacy database, Microsoft Access, was outdated and inefficient, especially with the increased need for system access during the 2020 lockdown.
- Data Visibility Issues: There was a lack of data visibility and access to information, leading to duplicated work and laborious manual processes.
- Member Engagement: Engaging with members was time-consuming, relying heavily on manual processes for emails and letters.
- Event Management: Limited capabilities in managing events, with no integration between the database and the website.
The Solution & Implementation
Discovery and Planning:
After thorough consultations with The Drapers’ Company to understand their specific challenges, Pragmatiq designed and implemented a bespoke Membership Management solution built on Microsoft Dynamics 365.
Execution:
- Bespoke Membership Management Solution: Developed and deployed a cloud-based system to manage all member information and corresponding data.
- Enhanced Data Management: Enabled staff to create new members, segment data effectively, capture personal, career, and employment information, and track all correspondence.
- Event Management Integration: Integrated event plans, invites, guest lists, and booking processes into one system, allowing efficient management through the CRM and the website.
- Dashboard Overviews: Implemented Dynamics 365 dashboards to provide a real-time overview of event attendance and other key information.
- Mass Email Functionality: Enabled the organisation to send mass templated emails, supporting communications, event invites, and targeted campaigns.
- Outlook Integration: Leveraged Microsoft Outlook integration for sending and tracking emails efficiently.
The Transformation
Results:
- Increased Productivity and Efficiency: The centralised data storage and enhanced functionality have eliminated the need to switch between disparate applications, significantly boosting productivity.
- Business Continuity: The secure and scalable cloud-based solution ensures business continuity, reducing reliance on a legacy database and allowing the platform to grow with the organisation.
- Connected Systems: Seamless integration with other Microsoft applications and third-party systems has created a connected ecosystem, enhancing overall operational efficiency.
- Increased Professionalism: Quicker admin processes and automation have improved the member journey, ensuring staff have all necessary information in one place and enhancing the organisation’s professionalism.
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