• A value driven online experience for members and other key stakeholders
• Improvements in customer service, greater engagement and collaboration with members and stakeholders
• Quicker access to more consistent management information and analytics
• More efficient operational processes

The Institute of Brewing & Distilling (IBD) has chosen to deploy Protech’s powerful engagement management software, ProConnect to play a key role in transforming the IBD’s technology capabilities to help the IBD achieve its vision of delivering the most respected and widely recognised qualifications and education for professional brewers and distillers worldwide.

“To successfully deliver the IBD’s strategy, ensuring that we achieve our vision and plan for future development in new areas, we needed to review our existing business systems and processes, including our CRM solution,” said Dr Jerry Avis the IBD’s CEO.

“We worked closely with Purple, Business and Technology Consulting, to carry out a comprehensive evaluation of the CRM marketplace,” said Avis. “Following a detailed market evaluation and tender process supported by Purple, IBD selected ProTech as our CRM and digital provider. We will be deploying Protech’s ProConnect , which provides a fully integrated web and CRM solution capable of meeting our specific technology requirements.”

ProConnect will help IBD simplify membership and subscriptions, event management and qualifications modules, underpinned by Protech’s workflow, sales ledger and reporting functionality to drive process automation and simplify customer service delivery processes.

“Our focus on providing qualifications, education and lifelong learning for our members was a key factor when selecting our new CRM provider,” said Deborah Kennedy, Programme Manager at IBD.“The qualification functionality within ProConnect meets this requirement and our existing assessment provider has a close relationship with Protech so its software fully integrates with ProConnect CRM.

ProConnect’s content management system (CMS) capability will underpin the delivery of a new fully integrated website for IBD . This integration will provide a value driven enhanced online experience for IBD’s members providing sophisticated user journeys with a consistent look and feel from initial registration to ongoing engagement. Crucially, the integrated solution will also deliver personalised, relevant content to members and customers.

“Protech’s ProConnect will enable us to deploy a future proof technology platform which will increase our operational efficiencies by providing real time access to accurate management information and analytics and increased integration with our key business processes, and finance systems,” said Kennedy.

“Protech’s information and reporting capability will give us to the opportunity to use the data captured by ProConnect to further drive member engagement and deliver increased member value through the provision of content that is relevant and personalised for individual members and which they will want to access and read,” added Avis.

About the Institute of Brewing & Distilling

The Institute of Brewing & Distilling (IBD) is the world’s leading professional body for people working in brewing and distilling. As an international professional and educational body the IBD promotes “The advancement of the education and professional development in the science and technology of brewing, distilling, and related industries.”

Dating back to 1886 the IBD now has over 5,000 members from 90 countries, is the largest global professional body for brewers and distillers and the only one with a worldwide footprint. The Institute brings many advantages to members and offers an excellent resource for career development.

The IBD offers a range of examinations and qualifications in brewing, distilling, malting and packaging, ranging from the Fundamentals of Brewing and Packaging and Distilling for nontechnical personnel, through General Certificates in Brewing, Distilling, Malting or Packaging, to Diplomas in Brewing, Distilling, or Packaging. The ultimate accolade is the Master Brewer or Distiller qualification, which assesses levels of both competence and knowledge in the technical management of the production process.

For more details visit: https://www.ibd.org.uk/home/

About Protech

For more than 23 years, Protech has been developing software that helps professional bodies and membership organisations to simplify their membership, professional development and event management tasks. At the heart of our solution is ProConnect, powerful engagement management software which helps our clients to successfully interact, transact and engage with their members, learners and customers.

ProConnect is Government security accredited and consists of a suite of customer-facing solutions including: websites, CMS, portals and apps, all underpinned by our specialist Customer Relationship Management (CRM) functionality.

For more details visit: www.protech.co.uk

The post Protech is Institute of Brewing & Distilling’s ‘Top Tipple’ from Cellar of CRM Providers appeared first on Protech |.

ProConnect consists of a suite of customer-facing solutions including websites, CMS, portals and applications, all underpinned by Protech’s specialist CRM functionality.

Protech’s ProConnect, a Government ‘OFFICIAL’ security accredited solution, now allows Chartered IIA members to renew their subscriptions, book services and buy products via its e-commerce optimised website and crucially, make online payments using a direct debit sign-up.

“Providing self-service functionality enhances member engagement with us by making it quick and easy for them to access the information they want, and to do and pay for, the things they want,” said Steve Rainbird, Programme Manager (Products & Systems) for the Chartered IIA. “Previously these member actions and the resulting payments had to be carried out over the phone or payment had to be made via a cheque!”

Protech’s team has worked closely with the Institute and its web development partner to develop web services and functionality, utilising the features and functionality of Umbraco, to enable the Chartered IIA to roll out automated online event booking programmes. This self-service functionality has already resulted in two thirds of bookings completed online and the aim for 2016 is to increase this to 85-90%.

ProConnect’s workflow engine delivers benefits from automated back office and website driven processes that significantly improve the Chartered IIA’s efficiency and productivity. As an example, Protech’s workflow functionality now automatically issues acknowledgment emails for invoices and receipts upon payment.

Leveraging Protech’s easily configurable and flexible engagement management software, designed to allow reconfiguration as necessary by Protech’s clients, the new technology platform delivers improved CRM functionality for the Chartered IIA. The ability to carry out greater in-house customisation ensures that the Institute can respond to the evolving requirements of both internal users and its members.

The Chartered IIA undertook a detailed tender process to find a CRM solution that would deliver integration across the Institute’s business units and deliver a technology platform from which to introduce e-commerce.

“We felt that ProConnect combined with Protech’s 300+ open APIs, was the best fit overall. It provides a complete solution that meets the Institute’s CRM and workflow requirements by delivering features and functionality around our Membership, Events, Qualifications, Finance and CRM requirements. ProConnect has workflow, process automation and reporting capability at its core, delivered in a single application that fully integrates with our website,” said Rainbird.

“Another key factor in our choice of Protech was its 20+ years of expertise delivering specialist technology and change management solutions across the Not for Profit (NFP) sector and its customer base of NFP clients who were able to provide valuable reference site feedback,” added Rainbird.

Following an organisation wide scoping stage to define the Institute’s specific requirements and a phased implementation over 12 months, the project to deploy Protech’s CRM solution was delivered within budget and with the milestones set by the Chartered IIA met. All business units were live within 16 months from the start date.

“Our Protech Project Manager was able to demonstrate to the Institute’s internally appointed IT project auditor that the programme was under control at all times,” said Rainbird.

A critical factor in the success of this deployment was migration of existing data from the legacy system. Protech achieved this and in addition rationalised the data ensuring that the Institute would achieve the optimal performance from ProConnect.

“Protech’s support of our new technology platform is helping the Institute to deliver on its objective to make our systems and processes fit for purpose across many areas of our organisation. Alongside our website functionality, this allows us to offer e-commerce capability, which is helping us improve our members’ experience,” said the Institute’s chief executive, Dr Ian Peters.

NB:Following Protech’s recent rebranding and repositioning, its Pro9 software and ProWeb digital platform are now delivered as ProConnect.

About the Chartered IIA

The Chartered IIA has been leading the profession of internal auditing since 1948 and became the Chartered Institute of Internal Auditors on 1^st October, 2010. It is the only body focused exclusively on internal auditing. Its International Standards and Code of Ethics bind a global community of over 180,000 internal auditors in 170 countries and over 9000 members in the UK and Ireland.

Internal Auditors help protect the organisations they work for by assessing whether all significant risks are properly identified, controlled and reported to the board, usually via the audit committee; and by challenging executive management to improve the effectiveness of governance, risk management and internal controls.

About Protech

For more than 23 years, Protech has been developing software that helps professional bodies and membership organisations to simplify their membership, professional development and event management tasks. At the heart of our solution is ProConnect, powerful engagement management software which helps our clients to successfully interact, transact and engage with their members, learners and customers.

ProConnect is Government security accredited and consists of a suite of customer-facing solutions including: websites, CMS, portals and apps, all underpinned by our specialist Customer Relationship Management (CRM) functionality.

For more info visit: www.protech.co.uk

The post Protech’s ProConnect Supports the Chartered Institute of Internal Auditors’ Member Service Strategy appeared first on Protech |.

ProConnect consists of a suite of customer-facing solutions including websites, CMS, portals and applications, all underpinned by Protech’s specialist CRM functionality.

Protech’s powerful engagement management software will significantly improve NCC Education’s levels of customer service, reduce its operating costs and support its business strategy to deliver a web-based communications channel for its customers, employee users and learners.

NCC Education are a leading awarding body and global provider of high-quality British education qualifications, recognised by universities, professional bodies and employers worldwide. NCC Education currently offers its complete education solution through its global network of Accredited Partner Centres in more than 50 countries worldwide.

“As our Awarding Body Management System is now out dated it does not integrate fully or in some areas at all, with other systems we deploy,” said Emma Dawkins, NCC Education’s Academic Director. “This has resulted in our inability to take advantage of modern technology and its application in innovative teaching delivery and assessment activity which are at the core of an awarding organisation.”

One of the key criteria in the selection of Protech as NCC Education’s preferred CRM provider was its ability to provide a CRM solution that supported the delivery of a cloud-based Awarding Body Management System. This will enable NCC Education to move away from its existing ‘on premise’system thereby removing the need to manage and support the infrastructure required to host the CRM and digital solution.

NCC Education’s Awarding Body Management System will be hosted in Protech’s fully serviced managed cloud infrastructure.Protech provides a highly-secure cloud environment which is always available and supported 24×7, 365 by Protech’s front line support team.

ProConnect’s functionality has been specifically designed to meet the needs of the Not for Profit (NFP) sector and meets NCC’s individual requirements for CRM, Education, Record Management, Sales & Marketing and Sales Ledger.

This functionality will ensure that NCC Education’s Awarding Body Management System will be scalable, flexible and adaptable to meet its current and future business requirements, providing crucial integration with other major systems it uses.

ProConnect will allow Protech to design and build a new Centre Portal for NCC Education that will initially provide an online interface for its Accredited Partner Centres.

The Centre Portal will enable NCC Education’s Accredited Partner Centres to perform additional online activities including: registering students and their individual profile, register students onto their specific qualification journeys, schedule exams, conduct online exam assessments, receive qualification results, monitor and track students’ progress, throughout their learning journey and to download and view key resources.

“ ProConnect will enable NCC Education to fully leverage data captured from our corporate website and Centre Portal and to crucially share it across the organisation delivering a richness of data that was not previously possible,” said Dawkins.

Protech’s cloud-based solution will compliment NCC Education’s existing Virtual Learning Environment (VLE) ensuring that it offers learner-led and customised features in line with and exceeding those of other VLE’s currently on the market.

Business benefits to be delivered will include: user accounts fully integrated with NCC Education’s main student and Centre Portal database, automated workflow, and integrated document management across the organisation. Importantly, NCC Education’s financial processes and data will now be integrated with its accounting system.

“We chose Protech as its team quickly understood our business requirements. It was clear that the team’s pragmatic and transparent approach would ensure that a partnering relationship would be established with NCC Education’s project team,” Dawkins added.

“Protech has met our key objective around the replacement of our existing Awarding Body Management System as it will enable efficient manageability and sustainability of our systems through controlled development and systems integration. At the same time, it will support and deliver customer self-service and drive out waste and zero value workflow and processes,” said Dawkins.

The deployment of Protech’s ProConnect is a key element of NCC Education’s overall business strategy to implement an integrated IT and CRM solution. The objective is for the solution to support the operational management and delivery of NCC Education’s core teaching and assessments business and deliver a web based communications channel for its customers and employee users enabling a direct relationship with its learners.

NB:Following Protech’s recent rebranding and repositioning, its Pro9 software and ProWeb digital platform are now delivered as ProConnect.

About NCC Education:

NCC Education was originally part of the National Computing Centre which was first established as an IT initiative by the British Government in 1966 and started offering IT qualifications in 1976.

Since then it has grown a worldwide network of Accredited Partner Centres in more than 50 countries worldwide and supported from the UK head office located in The Towers in the east of Didsbury and three regional offices situated in China, Malaysia and South Africa.

As a leading awarding body and global provider of high quality British education solutions, NCC Education’s qualifications are recognised by universities, professional bodies and employers worldwide. It provides its complete education solution to over 150 Accredited Partner Centres worldwide.

A unique and flexible approach to providing the International Degree Pathway allows students to enter or leave their degree journey at their own pace and receive a certificate for their achievements at each stage. Over 1,000,000 students have boosted their careers with NCC Education qualifications.

About Protech:

Protech has been providing software for professional awarding and membership organisations for almost 25 years. Today, some of the country’s most respected organisations rely on the company’s ProConnect™ software to engage, communicate and transact with more than 2.5 million learners, members and customers.

The powerful CRM functionality at the heart of ProConnect effortlessly manages qualifications and membership while automating manual processes to minimise operating cost. It ships with a fully featured content management system, making it the perfect tool to construct websites and user portals. ProConnect can also manage events, host content, and operate job boards, forums and blogs. These features allow Protech’s clients to increase the acquisition and retention of members, maximise engagement and enhance member value through an enhanced user experience.

All projects are supported by Protech’s industry-leading consultancy services. This approach facilitates the seamless transition to ProConnect while on-house data transformation expertise eradicates disparate data in multiple systems across the client’s business. Because of this, an astonishing 95% of client projects are launched on-time and to the original budget.

Protech’s aim is to help facilitate the sense of belonging between people and their organisations, enabling them to achieve more together.

Learn more at www.Protech.co.uk

The post NCC Education Selects Protech’s ProConnect Powerful Engagement Management Software to Support its Business Strategy appeared first on Protech |.

Aldridge, West Midlands, UK: 6 December, 2017 –

Collaboration between Protech and Sungard Availability Services meets the requirements of the College of Policing (the College) for a highly secure cloud-based CRM solution, to provide those working in policing with the skills and knowledge necessary to prevent crime, protect the public and secure public trust.

ProConnect’s  powerful engagement software consists of a suite of customer-facing solutions including: websites, CMS, portals and applications, all underpinned by Protech’s specialist CRM functionality.

Protech provides its ProConnect software combined with change management services to Not for Profit (NFP) and public sector organisations and Sungard Availability Services (Sungard AS) is a leading provider of information availability through managed IT, cloud and recovery services.

ProConnect captures and stores data for the College to support the dissemination of the College’s knowledge, training and standards to more than 300,000 police officers and police staff across the UK.

As part of its drive to provide flexible and personalised support to Police Officers and staff to aid their professional and career development, the College wanted to offer secure access to its online services and content.

ProConnect has enabled the College to achieve this by providing access for members whilst at work via Sungard AS’ Managed Cloud Services for UK Government (a pan-European accredited ‘OFFICIAL SENSITIVE’ Platform as a Service solution) connected to the Public Services Network (PSN).

Access for members, using any mobile device outside of work, is provided via a secure internet connected platform which detects the device being used to access the College’s Membership website. To prevent unauthorised access, content and data delivered is restricted to meet the College’s security requirements.

“To meet the College’s exacting security requirements, we needed to be able to demonstrate that Protech’s solution could meet the security standards set down by the National Accreditor and Government Digital Services,” explained Jenny Parsons, Protech’s COO. “Sungard AS’ security expertise played a key role in successfully guiding Protech through the complex accreditation process, at the same time as providing a secure hosted platform with an underlying cloud infrastructure accredited in line with the National Cyber Security Centre‘s 14 defined cloud security principles.”

“Many public-sector organisations, including police forces, are looking at how they can use technology, especially digital tools and cloud computing, to set high standards of professional practice, with specified criteria against which success can be measured.  Increased efficiencies, improved collaboration and ultimately enhanced front line services can be achieved at the same time as promoting ethics, values and integrity.

“Protech understands the importance of delivering the high levels of security required within the public sector, particularly within policing. Sungard AS provided Protech with confidence that Protech can deliver such a CRM solution by developing a platform architected to deliver security at all levels in line with access requirements of the system’s various users. It also: deploys secure gateways (which tightly secure access and ensure separation between the Internet and higher-level security domains) that serve as a communications protocol break; a hardened ‘locked-down’ platform; proactive monitoring alerts; runs across an infrastructure within a fully-resilient data centre and is supported by a team of experts. Working together we can support organisations across the public sector throughout their digital transformation journeys,” said Kathy Schneider, Chief Marketing Officer, Sungard Availability Services.

“Our successful collaboration with Sungard AS demonstrates that by engaging with the right partners public sector organisations can not only deploy a robust and fully managed technology platform, with the necessary service level agreements (SLAs) they can have complete confidence that their security requirements for today, and importantly for tomorrow, are covered,” concluded Parsons.

NB: Following Protech’s recent rebranding and repositioning, its Pro9 software and ProWeb digital platform are now delivered as ProConnect.

About the College of Policing:

The College of Policing was established in 2012 as the professional body for everyone who works for the police service in England and Wales. The purpose of the College is to provide those working in policing with the skills and knowledge necessary to prevent crime, protect the public, and secure public trust.

https://www.college.police.uk/Pages/Home.aspx

About Protech

For more than 23 years, Protech has been developing software that helps professional bodies and membership organisations to simplify their membership, professional development and event management tasks. At the heart of our solution is ProConnect, powerful engagement management software which helps our clients to successfully interact, transact and engage with their members, learners and customers.

ProConnect is Government security accredited and consists of a suite of customer-facing solutions including: websites, CMS, portals and apps, all underpinned by our specialist Customer Relationship Management (CRM) functionality.

For more info visit: www.protech.co.uk

Brand Statement

The abbreviation for Sungard Availability Services is ‘Sungard AS’ as cited above.  Please use ‘Sungard AS’ when abbreviating the name rather than ‘Sungard’ or ‘SunGard,’ which may confuse the reader with another separate company with a similar name.

 About Sungard Availability Services:

Sungard Availability Services (“Sungard AS”) is a leading provider of critical production and recovery services to global enterprise companies.  Sungard AS partners with customers across the globe to understand their business needs and provide production and recovery services tailored to help them achieve their desired business outcomes.  Leveraging more than 35 years of experience, Sungard AS designs, builds and runs critical IT services that help customers manage complex IT, adapt quickly and build resiliency and availability. Visit Sungard Availability Services at www.sungardas.co.uk or call 0800 143 413. Connect with us on LinkedIn , Twitter and our Blog.

The post Protech and Sungard Availability Services Enable the College of Policing to Adopt a ‘Digital First’ Approach to Professional Development in Policing appeared first on Protech |.

“The upgrade to ProConnect has been a learning curve for all of us but we have continued to have a good relationship with Protech at all levels of the organisation. The entire Protech team has worked, and continues to work, very closely with us throughout the project and has been very responsive to all of our requests for assistance,” said Deanne Nicholls, CRM Systems Manager for the Society.

Protech’s powerful engagement management software, ProConnect consists of a suite of customer-facing solutions including websites, CMS, portals and applications, all underpinned by Protech’s specialist CRM functionality.

About the Society for Endocrinology:

The Society for Endocrinology (the Society) is a UK-based membership organisation representing a global community of scientists, clinicians and nurses who work with hormones. Since 1946, it has been a leading voice of endocrinology worldwide and aims to improve public health by advancing scientific and clinical endocrine education and research. The Society seeks to serve the public interest by engaging patients, policy-makers, educators and the public with hormone science.

Bioscientifica is the Society’s commercial subsidiary and not only manages the Society’s membership requirements, it also administers association management services for clients operating in similar fields.

Challenges faced by the Society for Endocrinology:

The Society first deployed a Protech software solution over ten years ago, when it was the only provider able to meet the Society’s and Bioscientifica’s complex multi-organisational membership requirements.

The Society’s requirements have now evolved and it needed a secure, scalable CRM solution that would:

• continue to handle its multi-organisational requirement.
• support its growing marketing and communications activity.
• provide an overview of members, their journeys and engagement with the Society and with Bioscientifica’s client organisations.
• integrate with the Society’s back office systems

First steps:

Having recognised its need for a specialist CRM solution the Society conducted a high-level market appraisal.

Why the Society for Endocrinology chose Protech:

The Society took the decision to appoint Protech as its preferred CRM provider as it already had an established successful relationship with the Protech team.

This existing relationship meant that an upgrade to Protech’s powerful engagement management software, specifically designed for the NFP sector, presented a lower risk and was more cost effective than a full system replacement. Protech’s software is highly secure as it is Government ‘OFFICIAL’ security accredited.

ProConnect combined with Protech’s web services (300+ open APIs), met the Society’s specific CRM requirements.

ProConnect’s easily configurable software has provided the features and functionality required by the Society around:

• Membership & Subscriptions
• Marketing & Campaigns
• Sales Ledger

ProConnect has workflow, process automation and reporting capability at its core and also delivers features and functionality in the key areas of Learning & Education Management, CPD, Event Management, Annual Appeal and Fundraising.

The Benefits:

Establish CRM best practice

Protech’s ProConnect has allowed the Society to address issues of data quality, identify efficiencies and establish CRM best practice.

User defined data (UDD)

Particularly important to the Society was ProConnect’s ability, unlike other providers, to offer flexible UDD enabling users to add fields allowing specific additional data to be easily and securely captured.

Simple to use record relationship functionality

ProConnect also enables the Society to benefit from its record relationship functionality which provides users with a graphical view of past, current and future relationships between records.

Whilst this is a feature of many CRM systems, ProConnect offers users a high level of sophistication whilst maintaining simplicity of use.

Optimised websites, improved self-service capabilities

Utilising ProConnect’s web services (300+ open APIs) it has been possible to optimise the performance of the Society and Bioscientifica websites and to offer improved self-service capabilities for members.

Increased member engagement

The Society will now be able to improve and better record communication with its members and track their journeys within organisations, helping to increase member retention and highlight potential opportunities for member recruitment.

Accurate and timely reporting leading to increased efficiencies

Protech’s ProConnect has driven changes in business processes that will deliver more accurate and timely reporting across the Society and Bioscientifica’s client organisations. Increased efficiencies will save both time and money in the long term.

Achieve maximum benefits of Protech’s CRM solution

To accelerate ongoing development of the Society’s CRM solution and to ensure it continues to achieve the maximum benefits ProConnect delivers, the Society created a key new role within the organisation, that of CRM Systems Manager.

Future plans:

The Society plans to extend the use of ProConnect to integrate contact information from its and Bioscientifica’s other activities in sales, publishing and events to allow the identification of further business prospects, manage the sales pipeline and drive further integration with its existing finance system.

“Ensuring that we successfully met the requirements of each of Bioscientifica’s client organisations at the same time as implementing a standard CRM procedure for the Society, was a huge challenge which Protech has helped us to overcome,”

said Richard Cropley, Head of IT and Business Systems for the Society.

NB:Following Protech’s recent rebranding and repositioning, its Pro9 software and ProWeb digital platform are now delivered as ProConnect.

The post Protech Ensures Society for Endocrinology Takes Full Advantage of CRM appeared first on Protech |.

Steve Rainbird, Programme Manager (Products and Systems) – Chartered IIA

About the Chartered IIA:

The Chartered Institute of Internal Auditors (Chartered IIA) has been leading the profession of internal auditing since 1948 and became the Chartered Institute of Internal Auditors on 1st October, 2010. It is the only professional body focused exclusively on internal auditing. Its International Standards and Code of Ethics bind a global community of over 180,000 internal auditors in 170 countries and over 9,000 members in the UK and Ireland.

Internal Auditors help protect the organisations they work for by assessing whether all significant risks are properly identified, controlled and reported to the board, usually via the audit committee, and by challenging executive management to improve the effectiveness of governance, risk management and internal controls.

Challenge faced by the Chartered IIA:

The Chartered IIA realised that its existing technology platform could not support its member service strategy to meet members’ growing expectations for self-service functionality and e-commerce capability.

As an example, members could only renew subscriptions, book services and buy products over the phone and payments had to be made via cheque.

The Chartered IIA needed to increase member engagement by making it quick and easy for members to access the information they want, and to do and pay, for the things they want.

First steps:

The Chartered IIA undertook a detailed tender process to find a CRM solution that would deliver integration across the Institute’s internal departments and support a technology platform from which it could introduce e-commerce capability.

Why the Chartered IIA chose Protech’s ProConnect

“We felt that Protech’s ProConnect, combined with its 300+ web services, was the best fit overall. It delivers a complete solution that meets the Institute’s CRM and specialist requirements by delivering configurable specialist Membership, Events and Qualifications and Finance CRM modules with workflow, process automation and reporting capability at their core, in a single application that fully integrates with our website.” said Steve Rainbird, Programme Manager (Products & Systems) for the Chartered IIA.

“Another key factor in our choice of Protech was its 20+ years of expertise delivering specialist technology and change management solutions across the NFP sector and its customer base of NFP clients who were able to provide valuable reference site feedback,” added Rainbird.

Phased implementation within budget and milestones met:

Following an organisation wide ‘Discovery’ stage to define the Institute’s specific requirements and a phased implementation over 12 months, the project to deploy Protech’s Government ‘OFFICIAL’ security accredited CRM solution was delivered within budget and with the milestones set by the Chartered IIA met. All business departments were live within 16 months from the start date.

“Our Protech Project Manager was able to demonstrate to the Institute’s internally appointed IT project auditor that the programme was under control at all times,” said Rainbird.

The Benefits:

ProTech’s CRM solution has helped the Chartered IIA improve its effectiveness as a professional body for its members, supporting the successful deployment of a new technology platform that increases self-service functionality and e-commerce capability.

Increased self-service and e-commerce capability

Members are now able to renew their subscriptions, book services including events, and buy products via the Chartered IIA’s e-commerce optimised website, and crucially make online payments using a direct debit sign-up.

Enables automated online event booking

Protech’s team has worked closely with the Institute and its web development partner to develop web services and functionality, utilising the features and functionality of Umbraco (the friendly open source CMS in the Cloud), to enable the Chartered IIA to roll out automated online event booking programmes. This self-service functionality has already resulted in two thirds of bookings completed online and the aim for 2016 is to increase this to 85-90%.

Increased efficiency and productivity

ProConnects Microsoft workflow engine enables automated back office and website driven processes that significantly improves the Chartered IIA’s efficiency and productivity. As an example, Protech’s workflow functionality now automatically issues acknowledgement emails for invoices and receipts upon payment.

Ability to respond quickly to the needs of internal users and members

Leveraging ProConnects easily configurable and flexible software, designed to allow reconfiguration as necessary by Protech’s clients, the new technology platform delivers improved CRM functionality for the Chartered IIA. The ability to carry out greater in-house customisation ensures that the Institute can respond to the evolving requirements of both internal users and its members.

Achieve optimal performance from ProTech’s software

A critical factor in the success of this deployment was migration of existing data from the Institute’s legacy system. Protech achieved this and in addition transformed the data ensuring that the Institute would achieve the optimal performance from the ProConnect software.

“Protech’s support of our new technology platform is helping the Institute to deliver on its objective to make our systems and processes fit for purpose across many areas of our organisation. Alongside our website functionality, this allows us to offer e-commerce capability, which is helping us improve our members’ experience,” said the Chartered IIA’s Chief Executive, Dr Ian Peters.

The post Protech’s Powerful Engagement Software ProConnect Supports the Chartered Institute of Internal Auditors’ Member Service Strategy appeared first on Protech |.