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Category - Business Process Improvement

10
Feb

The automation dilemma

One of the foremost advantages most of our clients are looking for when they’re planning to invest in a modern CRM solution is the introduction of workflow automation. This is expected to help them address a core challenge facing all non-profits, how to deliver more (more…)




5
Nov

Delivering Knowledge – CIBSE’s Digital Strategy




1
Jul

Business Process Review 2 – Who needs to be involved? Article 2 of 4.

BPR – who needs to be involved? In the second of our four-part series of articles on business process review (BPR), we examine who needs to be involved in the process To deliver real value, a business process review (BPR) should: involve as many (more…)




24
Jun

Business Process Review 1 – what do you need to review and why?

BPR – what do you need to review and why? In the first of our four-part series of articles on business process review (BPR), we look at what you need to review and why Any association or NFP labouring under time-consuming or inefficient processes can (more…)




17
Jun

Membership Management and Technology, Part 4 of 4

It’s about business processes In the final of our four-part series of articles on membership management, we look at why it’s important to review business processes up-front. Implementing any new CRM system or technology provides the opportunity to assess and challenge what you (more…)




8
Jun

Membership Management and Technology, Part 3 of 4

It’s about ideology In the third of our four-part series of articles on membership management, we look at why ideology needs to be part of your thought processes. One of the benefits of assessing technology needs is that it can prompt you to (more…)




27
May

Membership Management and Technology part 2 of 4

It’s about culture In the second of our four-part series of articles on membership management, we look at why culture is so important. One really important aspect to consider when looking at membership management is your organisational culture. The technology you choose must (more…)




18
May

Membership Management and Technology, Part 1 of 4

It’s technology – and a whole lot more In the first of our four-part series of articles on membership management, we look at why it’s a lot more than just technology. There’s a temptation to view technology – whether it’s CRM, CMS or (more…)




12
May

CRM Business Case Template

CRM is a business strategy that incorporates business processes, people, culture and technology. Every CRM initiative should therefore start with a strong business case that takes all of these elements into consideration. Reading this article will allow you to understand how to establish a persuasive (more…)




30
Apr

Developing a Persuasive CRM Business Case

CRM is a business strategy that incorporates business processes, people, culture and technology. Every CRM initiative should therefore start with a strong business case that takes all of these elements into consideration. Reading this article will allow you to understand how to establish a persuasive (more…)




13
Apr

30 questions to help you decide if you need a CRM

30 questions to help you decide if your membership organisation needs a CRM database. CRM is not simply a product or a piece of software…   Instead, it’s a strategy, an approach, a philosophy that should incorporate an organisation’s business processes, people, culture (more…)




2
Dec

Top 5 questions regarding CRM and Technology….

Your Questions Answered… At the recent AuSAE Symposiums that we presented at in Australia and New Zealand, we were surprised at how many questions there were from delegates related to their previous experiences with CRM providers. So we thought we would answer some the questions here (more…)




23
Oct

Q&A – Understanding your CRM needs

Not sure if your CRM is right for you? Need reassurance that your CRM is ‘fit for purpose’? Try our short questionnaire and find out for sure.