“I can honestly say that I regard Purple Vision as a company with integrity and tenacity”
- Client: British Institute of Radiology
- Location: London, England
- Type of Project: MemberNation Implementation
- When project completed: March 2016
The British Institute of Radiology (BIR) is an independent multidisciplinary organisation and a registered charity, whose membership is open to everyone with an interest in radiology, radiation oncology and the underlying sciences.
The BIR strives to ensure that the potential of imaging science and radiation technology to prevent, detect and combat disease is fully realised. It believes in the importance of research and education, and promotes collaboration and the sharing of knowledge and understanding. To help fulfil its aims the BIR undertakes a wide range of activities, including publishing, the development and delivery of CPD-accredited education and the provision of information services.
Why they asked for support
The BIR has a strategic priority to develop its structure and function to enable it to achieve its goals and, in particular, to project itself as a modern technologically-advanced organisation, with a modern communications and IT infrastructure that allows members to participate fully in the life of the Institute.
The replacement of the existing Advanced NFP Integra CRM system featured as a key element to achieving this goal. The BIR invited Purple Vision to respond to an Invitation To Tender (ITT) document which set out the ambitions and requirements of a new CRM solution.
Within the ITT, the BIR stated the primary objective of the CRM, as the foundation upon which all BIR activity can be built, creating an environment that improves the working lives of individual staff for the overall benefit of the Institute. A seamlessly integrated member-facing portal was also considered as hugely important, as was the aim to greatly improve the way communication was handled with existing and potential members. Through the provision of automated processes and providing a self-service membership area, the BIR was also seeking to minimise the staff time and resources required to maintain a personalised membership experience.
Jacqueline Fowler (Chief Executive) and Jane Moynihan (Membership & Data Coordinator) at the BIR, say “We had done an internet search and found Purple Vision’s website. We were impressed with how the company presented itself and how the MemberNation product seemed a bit different to the run-of-the-mill CRMs for membership organisations. Purple Vision went head-to-head with seven other companies in the tender process, and we were impressed with the people, the product, and the approach to the project.”
What we did
As part of the ITT response process, we worked with Fonteva to identify the fact that their MemberNation system was a solution that could meet all of the BIR’s requirements and future ambitions. Fonteva MemberNation is a flexible and intuitive membership management solution that is built on the Salesforce.com platform.
We embarked on a full-scale implementation project with the BIR, starting with a scoping session, followed by gathering detailed business process requirements, through documented user stories to form the basis of the system configuration.
The design and build phases were done in an agile approach, working very closely with the team at the BIR to constantly test, tweak, and check each area of the system.
Jacqueline and Jane at BIR, say “We were aware that we were one of Purple Vision’s first clients for MemberNation and, being ourselves a small organisation without an IT department, the agile project would be challenging. However, we found Purple Vision to be very approachable in style, open in their communication with us and, after a slow start to the project, diligent in delivering the final product. While it’s still early days for the new system, we are pleased with the functionality that the new system provides.”
How the client benefitted
The BIR now has a CRM that supports its strategic ambitions, and delivers against almost all of the initial requirements and improvements it sought through replacing the previous CRM. The BIR has improved the key business functions of membership and event management, all seamlessly integrated into their website. The members’ user experience of the website has been transformed, and processes in the back-office have been greatly improved and automated.
Jacqueline and Jane at BIR, say “There have been the usual teething problems with transferring to a new system, but we now have a system that the staff are becoming increasingly engaged with and is beginning to provide us with much better management information for marketing purposes. The biggest benefit is to our members, by being able to access member benefits, update their personal details and interactions with us, and store their continuing professional development information via the member portal.”
Being on the Salesforce.com platform, the BIR does not consider this as a static system. It is already considering how else it can leverage the power of the world’s most popular CRM platform to deliver improvements elsewhere across the organisation, and is working with Purple Vision to constantly improve and develop the system further.
Feedback from the client
“We made the right choice. No system is perfect, but we are developing a CRM in partnership with Purple Vision that will be as close to perfection as you can get. While the first stage of the project presented challenges, we learned to work effectively together. I can honestly say that I regard Purple Vision as a company with integrity and tenacity.”
Jacqueline Fowler, Chief Executive – The British Institute of Radiology
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