Museums Association Adopts Custom Microsoft Power Platform Solution
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Pragmatiq worked with the Museums Association to transform their restrictive system into one that better suited their day-to-day operations, enhancing efficiency and ultimately improving their member experience, leading to better outcomes for the organisation.
Background & Challenges
Background:
The Museums Association is a UK-based membership organisation advocating for socially engaged museums and supporting museum professionals across various domains including policy, ethics, learning, and collections.
Challenges:
- System limitations: Previous system lacked flexibility to adapt to changing processes and growth.
- Event management constraints: Limited ability to customize event formats, capture data, and manage event logistics.
- Manual processes: Dependency on manual workflows for invoicing, member management, and course bookings.
- Member portal limitations: User experience on the Member Portal needed improvements for better member interaction and engagement.
The Solution & Implementation
Discovery and Planning:
Pragmatiq conducted in-depth analysis to understand Museums Association’s operational needs and member engagement challenges allowing us to effectively craft a solution using the Power Platform.
Execution:
- System re-architecture: Redesigned and implemented a bespoke solution leveraging Microsoft Power Platform.
- Customisation: Tailored the system for member, course, and event management, aligning with daily operations.
- Enhanced event management: Improved event data accessibility, editable event plans, and automated fields to reduce manual tasks.
- Automated invoicing: Implemented automatic generation of invoices for memberships and events, streamlining finance processes using Power Automate.
- Course management: Updated system capabilities for managing courses, including editing, planning, member tracking, and multiple payment options.
- Member portal enhancement: Introduced Microsoft Power Pages for a dynamic, user-friendly Member Portal with features for booking courses/events and managing personal development.
- Email marketing automation: Implemented Dynamics 365 Marketing for personalised member communications and automated customer journeys.
The Outcomes
- Improved member experience: Enhanced Member Portal offers a user-friendly interface for accessing personal development plans, course bookings, and event details.
- Increased professionalism: Streamlined admin processes and automation enhance member engagement and overall professionalism.
- Enhanced employee experience: Customised system improves staff efficiency with reduced admin time and flexibility for data management.
- Scalable platform: Dynamics 365 provides flexibility to accommodate future business requirements and growth strategies.
Contact us today to book a free discovery call and learn more about our tailored consultancy services and bespoke solutions.
