Associations provide vital services to professionals throughout industry sectors. We help professional associations gain insight into their members’ needs and preferences, facilitating the efficient delivery of meaningful interactions. http://www.knowledgetech.ca

1. Client Profile ASSOCIATION MEMBERSHIP
MANAGEMENT
Organization
Business Needs
Association for
The client was facing multiple challenges with managing its
healthcare professionals
membership (as well as its finances and documentation). These
challenges resulted from:
Size
• Complex, hard to maintain IT systems, not aligned with
Over 80 employees, organizational needs
around 36,000 members
• Inefficient processes, relying on hard-copy documentation
Industry • Workarounds creating data quality issues and inefficiencies
Healthcare/professional
associations Solution
Knowledgetech deployed an Association Membership Management
system, featuring elements of several Microsoft technologies,
The client is a large including Dynamics CRM, Dynamics GP Financial and SharePoint.
Canadian professional This system was designed to help the association collect and
association that manages leverage any member data it would need in order to efficiently
provide services to members, throughout their careers – from
the regulation of certain
registration, until retirement.
key healthcare
professions throughout
Benefits
British Columbia.
• Facilitated efficient delivery of targeted member communications
It ensures that people • Streamlined the registration, inquiry and discipline processes
in these professions • Significantly increased the transparency of policy and quality
are competent and assurance procedures
ethical. It does so by • Improved workflows and automated common tasks
setting standards and
• Adopted electronic document management systems to speed
helping members meet data retrieval
these standards.
www.knowledgetech.ca
604-484-8099
© 2011 Knowledgetech – All rights reserved