Business & Technology Consultancy
Chrysalis Digital provides digital transformation services to membership organisations. We work with you to help formulate a digital strategy aligned to your business objectives and processes, selecting the right technology partners for your organisation. We are 100% technology agnostic in everything we do.
Overview of products/services
- Digital Strategy development
- Website / CMS and CRM business requirements gathering
- Website / CMS and CRM supplier selection and tender management
- Data strategy and analysis for CRM
- Membership Communications and Marketing Planning
Moore Stephens has been supporting membership organisations for more than 20 years. Our breadth and depth of experience in advising membership organisations is demonstrated by a portfolio of over 100 clients including royal charter bodies, chartered institutes, learned societies, professional institutions, regulators and membership trade bodies. As your circumstances change, we’ll give you all the support and guidance you need to deal with new risks and opportunities. If this change involves international expansion, we’ll make it happen – coordinating advice from a global network of offices across the UK and in more than 100 countries.
Our vast experience in this sector means we understand the issues you are facing: financial pressures, declining membership, digitalisation, and the unique regulations you must adhere to. At the same time, we also recognise that no two membership organisations are the same – you are structured to best serve the interests of your members. As such, we combine our experience and sector knowledge with a real understanding of your organisation and its aims, in order to provide tailored solutions and advice relevant to what’s important to you.
Our tailored services draw on our experience in the sector, combined with getting to understand you and your organisation’s aim. With this knowledge, we can provide you with the best solutions to fit your needs, be that one or a combination of the following:
- Audit, accounting and payroll
- Governance advice and training
- Internal audit and risk management
- Tax and VAT advice and compliance
- R&D tax relief and grants
- GDPR/data privacy assurance and outsourced DPO
- Information and cyber security
For more information on how we can help you thrive in a changing world, visit our website or contact Ian Mathieson, Partner and Head of Membership Organisations, at [email protected] or on 020 7334 9191
HUB are business application developers based in London specialising in web design and
development, app development and cross–platform, service agnostic integration.
- Business Application Development
- Website Development
- User Experience Design
- Business Process Design,
- Digital Strategy,
- Managed Support Services
dotmailer is a leading marketing service provider with data-powered automation at its core. We’re passionate about shaping the omnichannel marketing space, and for nearly 20 years we’ve helped thousands of clients strategize their campaigns and drive real business growth.
Every one of our 300+ team is committed to making the platform the best it can be for our 3,000+ customers.
Our aim? To empower serious marketers with the tools and services they need to deliver meaningful customer experiences that generate outstanding results, every time.
Overview of products/services
- Build and design beautiful emails in a matter of minutes
- Automate your multichannel campaigns, such as a welcome series and post-purchase program
- Deliver triggered messages like cart recovery emails and abandoned browse notifications
- Segment your contact data based on preferences, web behaviour and order history
- Retarget contacts through Facebook Audience and Google AdWords
- Engage customers with transactional email and SMS
- Create popovers to grow your marketing list
- Capture important data through a preference centre
- Keep customers sticky with personalized dynamic content
- dotmailer’s on hand to lend a hand with creative services, program builds and campaign management
- Enrich customer data through surveys that perfectly match your website
- Extend features by adding extensions in the app directory
- Integrate with first-class ecommerce and CRM platform
Tall Projects is a membership technology specialist.
We enjoy partnering with small- to medium-sized membership bodies, typically with 3-20 staff.
Associations work with Tall Projects when they are frustrated by issues including:
- Tired, underperforming membership websites
- Clunky membership databases (or still using spreadsheets)
- Inadequate online member self-service and personalisation
- Critical data stuck in unconnected systems
- Insufficient time and expertise to get the most from digital technology
Clients include Scottish Association of Landlords, Professional Speaking Association, Year Out Group and University of Oxford.
See https://www.tallprojects.co.uk/ for more information and to book your free consultation.
As recognised leaders in Agile and Lean thinking, IndigoBlue enables its clients to optimise the delivery of digital change so that they can: deliver more value, faster; create responsive digital organisations; and deliver Agile projects with confidence. Its consultancy services cover:
- Scaling and embedding Agile
- Establishing a DevOps culture
- From project to product
- Digital service strategy and design
- Optimised Agile
- De-risking programmes
Clients include: Association of Accounting Technicians, Association of MBAs, The Actuarial Profession, the Chartered Institute of Purchasing and Supply, Institution of Chemical Engineers, Institute of Financial Accountants, Institute of Physics and Royal Society for the encouragement of Arts, Manufactures and Commerce.
Find us on LinkedIn
MemberWise offer: 10% off first project
Purple are an independent management consultancy who work with membership organisations embarking on a change journey to support the delivery of business objectives with the correct use of people, processes and technology.
Our services include:
- Membership Journey Mapping
- Digital Strategy
- Business Process Improvement
- Technology Consultancy including; CRM/ERP, Cloud, Business Intelligence & Unified Communications
- Change Management
haysmacintyre is a UK top 30 firm of chartered accountants and tax advisers. All of our 35 partners and 220 plus staff are located in central London – from where we provide advice to businesses, charities and not for profit organisations and individuals across the country and internationally. Our client delivery is enhanced by in-depth understanding of our clients’ sectors and our Professional Institutes and Membership Bodies (PIMBs) team is a key component of our not for profit business. We work with over 100 PIMBs clients including professional institutes and membership organisations, national governing bodies of sport, members’ clubs and national trade associations.
haysmacintyre was named ‘Audit Team of the Year’ at The British Accountancy Awards in 2017 and ‘Mid-Tier Firm of the Year’ in 2014. These prestigious awards recognise our commitment to service delivery, our innovative approach to the services and importantly, adding value to clients through our audit approach. We have also been selected as finalists in ‘Best Employer’ and ‘Tax Team of the Year’ categories in these prestigious awards.
Through our best in class accountancy, external and internal audit, corporate tax, VAT, employment tax, company secretarial and structuring and suite of business support services, we help our clients fulfil not only their compliance obligations, but also solve problems, grasp opportunities and achieve their goals. We base our ethical services on a deep understanding and application of current regulations and legislation and a full appreciation of our clients’ requirements and ambitions, which we combine to create a tailored solution.
Our not for profit sector team is one of the most highly regarded in the country and acts for over 600 clients, while we audit more of the UK’s top 5000 charities than any other UK accountancy firm (Charity Financials’ league table, [21 December 2017]). In the 2017 Charity Finance Audit Survey we are proud to be ranked in the top five for both ‘Charity Expertise’ and ‘Overall Service’, having been ranked for over ten years now in the top five for ‘Charity Expertise’. This reflects the quality of our people and their dedication to the sectors they work within.
Every membership body is unique and what works for one organisation, won’t necessarily work for you. We have an excellent understanding of the key issues relating to membership bodies, and the different constitutions that exist. So we take time to listen to you and understand your organisation, and your procedures and aims. Then we tailor our services to suit your needs. We’ll always be available to give you advice and attend meetings or answer your questions. We offer:
Priority services for membership bodies
- External audit
- VAT advice, in particular minimising irrecoverable VAT
- Internal audit
- Direct tax compliance and planning
- Employment tax
Additional advisory services
- Governance and risk
- Financial benchmarking and reporting
- Outsourced finance function
- Investment strategy and management (through Epoch Wealth Management)
Xcina Consulting provide high quality risk, technology, assurance and advisory services to organisations, large and small, across multiple business and not for profit sectors.
Xcina Consulting focus on business critical issues faced by organisations:
- Risk management
- Controls and internal audit
- Organisational and business change
- All aspects of technology risk management including cyber security, General Data Protection Regulation (GDPR), business continuity and Payment Card Industry Data Security Standard (PCI DSS)
UpBeat membership engagement technology built on Microsoft Dynamics 365 has specific modules purposefully developed for associations, membership and not-for-profit organisations and provides associations and membership organisations with out-of-the-box functionality for automating all member processes within and across your entire organisation.
UpBeat is part of Professional Advantage which employs 350 people in 8 global offices, and works with more than 800 best in class organisations across industries on ERP/Financials, Client Relationship Management, Intranets/SharePoint, Business Intelligence, Corporate Performance Management and Business Process Management technology software and services.
Professional Advantage helps organisations achieve more with technology.
Pedalo is an award winning supplier to the membership sector, offering services that range from digital transformation, consultancy and change management to digital solutions, including website build and system integration. Pedalo have over 17 years of experience in digital, helping organisations make the most of their technological platforms. They place a strong emphasis on user experience and get results. Their experience and technical know-how ensure delivery of complex projects on time, on budget and above expectation. They understand the digital challenges facing membership organisations and are the perfect partner to help clients overcome them.
Pedalo offer a full range of services for membership organisations, including:
- Digital Transformation & Change Management
- Strategy & Consultancy
- User Experience Research & Design
- Web Design & Graphic Design
- Website Development (including mobile solutions)
- System Integration
- Website Maintenance & Support
- Road-Mapping, planning & streamlining for continued growth
Pedalo provide digital solutions for various clients within the membership sector, including:
- The British Dental Association (BDA)
- The Chartered Institute of Public Relations (CIPR)
- The Institute of Materials, Minerals and Mining (IOM3)
- The Fostering Network
- The British Orthopaedic Association
- The Pre School Learning Alliance
- Clinical Skills
- The British Cactus Society
- The Hellenic Society
Their work for IOM3 was also featured on Drupal.com.
Pedalo are winners of the Highly Commended ‘Supplier of the Year’ Award from the MemCom 2017 Conference.
Wattle are creative technology partners for membership organisations like the Royal Institute of British Architects, the Chartered Institute of Marketing and the Chartered Institute of Arbitrators.
Our proven track record and ability to work strategically with membership organisations, through the deployment of integrated website, CMS and CRM solutions, enable us to help them:
- Significantly increase membership acquisition
- Drive deeper member engagement
- Demonstrate compelling gains in member value
Wattle’s membership management solutions unify two of the industries leading SaaS technologies, Umbraco’s CMS for website and self-service member portal development and Microsoft’s Dynamics CRM for member management. Combined they form one seamlessly integrated and fully configurable membership management solution hosted in the Cloud.
As Umbraco Gold, Sitecore Implementation and Microsoft Dynamics CRM Partners our full range of services span website and member portal development, complex bespoke software development, system integration projects and fully integrated CRM solutions.
|Member360 is a consultancy that supports a range of charities, trade bodies and associations throughout the UK; delivering informed advice for the sector’s key challenges and opportunities.|
The ongoing focus is the current hot topic – GDPR regulation. In this area Member360 is advising a number of clients via differing models of support, which, combined; represent 1.5 million members.
As lead consultant Paul has 15 years of project and programme management experience coupled with over two years informed & accredited GDPR regulation insight. Advice and guidance is available for what member organisations need to do to get their people, processes and technology in a state of readiness for the GDPR journey.
Paul Dawson-Hart writes GDPR related blogs, hosts GDPR events throughout the UK and is currently working on product development with a number of software providers in the sector to deliver membership focused solutions/platforms for the challenges ahead.
If you need external help and steering on your journey to ‘GDPR readiness’ Member360 offer an external GDPR programme manager service with a variety of models to suit your organisation and the resource, if any, you are able to dedicate.
The service is underpinned by the newly updated British Standard BS10012:2017 PIMS (Personal Information Management System) which acts a gap analysis for GDPR readiness, alongside a suite of membership focused templated GDPR policies, procedures and form which integrate into your ISMS (Information security management system), if you have one.
Remember, GDPR shouldn’t be approached with a single lens view, consideration is needed across processes, technology, data and people. Although GDPR is more an evolution in Data Protection, rather than a revolution; it’s still a business change programme, impacting the entire organisation from Marketing to HR, Finance to Facilities and throughout your supply chain.
Pixl8 is a specialist digital communications agency helping membership organisations improve their online and mobile effectiveness. Developing award-winning websites, Pixl8 growing team of creative and technical consultants are passionate about delivering significant benefits to our clients. Our portfolio includes 50+ membership associations and other not for profits organisations.
Our experience with membership organisations has enabled us to develop our Membership WebConnect solution, a feature rich and easy to use website solution that, combined with our services, enables you to update, manage and deliver a wide range of on-line services to your members / audiences / supporters, including:
• Personalised content delivery
• Secure, self-service, members area
• Join and renew on-line
• News, events, emails and careers management
• Training and CPD
• Social media
• Mobile access
• CRM integration
Page Lizard is the most flexible and best supported mobile publishing platform helping membership organisations create beautiful and engaging digital editions and CPD learning materials. We create mobile-responsive versions of any materials you might have previously printed and output those to apps and a mobile web viewer.
Everything is branded to your organisation and connected to your membership database to enable members to have one sign in across all devices. We are happy to customise apps and viewers to your requirements and provide a full end-to-end design, editing and production service where needed.
With more than 10 years experience in the field we can help you reach pragmatic solutions and keep costs down. We currently support more than a dozen membership organisations, including The Royal Pharmaceutical Society, Institute of Materials, Minerals and Mining, Institute of Leadership and Management; and the Chartered Institute of Library and Information Professionals.
We deliver digital transformation for membership organisations. By bringing together strategy, digital and CRM, we transform the entire user experience, improving your membership acquisition, engagement and retention. Member experience matters.
Our services range from insight and planning to creative design and information architecture. This enables us to optimise technology and build intuitive, valuable, integrated CRM and website solutions for:
Membership management, member insights and reporting, education, training and CPD, membership finance, Direct Debit, member engagement scoring, events and conferences, venue management, marketing and communications and personalised member portals.
TestReach is a complete online assessment solution that can deliver any type of exam online, anywhere in the world, at any time, with complete security and integrity. The application allows you to ‘switch on’ remote invigilation (online proctoring) whenever it is required, to have formal exams invigilated in real-time over the web. With intuitive software for writing great assessments, as well as advanced marking and reporting features, TestReach covers all your assessment needs in one easy-to-use and scalable solution.
Consentric by MyLife Digital has been launched to support GDPR compliance, helps organisations to manage the personal data they hold, simply and transparently, thereby enhancing trust, protecting brand reputation and helping to meet data protection obligations.
MyLife Digital was founded in 2014 and has developed Consentric; a cloud platform delivering strong governance of personal data across organisations through transparency, accountability and empowerment, aligned to GDPR articles.
MyLife Digital has been awarded preferred partner status by UKCloud, is on the G-Cloud 9 framework for public sector procurement, has gained Cyber Essentials and IASME Consortium certification and achieved the Information Security standard of ISO 27001. We are members of the DMA and IAPP.
Consentric is a UK sovereign, population-scale consent management system; hosted securely in the cloud. It can be easily connected to members and membership organisations data applications including, but not limited to, CRM, websites, mobile apps or campaign management systems. Supporting GDPR, it has immutable audit trails, a consent receipt generator, fully customisable user interfaces and can manage all six lawful justifications for processing personal data, not just consent to provide a full view of the members ‘permissions’. The product’s development roadmap will reflect further regulatory guidance, case law, customer feedback and technology improvements.
Consentric empowers members (directly or via proxy) to control how membership organisations use their personal data. They can see what data is being collecting and held about them, it lets them update their permissions, enables them to see the purposes for which the data was originally collected and, allows the member to agree if their data can be shared with other organisations. Any changes made by either the member or membership organisation are automatically tracked and logged within the audit trail.
Integration with CRM platforms i.e. Salesforce or Microsoft Dynamics is easily achieved to ensure appropriate compliance for the use of these systems and can be branded to ensure a consistent member user experience.
Consentric sits across your data repositories and member touchpoints to provide a single view of all your permissions for members, employees, volunteers, suppliers etc., supporting your GDPR governance.
This is managed within a GDPR compliant framework supporting the Rights of the Data Subject as defined in Articles 15 – 22 of the GDPR and is applicable to all membership organisations that handle personal data.
If you would like more information or to see a quick demo, please contact us at https://consentric.io/contact-us/
4 Roads have over 20 years experience in developing engagement solutions and are experts in implementing online communities and globally recognised as the most experienced partner of community software developer Telligent Systems. There are many ways we can help bring your audience closer. If you are implementing yourself, our strategic advice will set you on the road to long-term success. Implementation is our core offering. If you’d like us to implement a community solution on your behalf, we can take full responsibility for the project, or alternatively, we’re happy to augment an internal team, offering our experience to enrich your own capabilities as we implement in partnership.
Do you need a digital solution that an off-the-shelf product just can’t provide? We’ve created everything from bespoke health platforms to autonomous production line systems. We also create bespoke products to integrate systems that run on disparate technologies.
Whether it’s a global solution or a small WordPress site, we can catapult your brand to the next level. In fact, we’re even a Sitecore Certified Solution Partner for Implementation.
We allow firms to build better customer relationships through an online community. We’re experts in strategy, implementation, and integration, as well as being the longest standing global partner of Telligent Community.
Delivering the best digital experience to your audiences is everything. Whether that’s customers, prospects, members, partners or employees, businesses today must simplify, modernise and automate their engagement solutions to help drive deeper loyalty, enhance business performance, accelerate processes, and position them above the competition. 4 Roads helps membership organisations across the globe maximise relationships with their members.
An online community is the ultimate engagement tool for your membership organisation as it provides tools to drive interactions and connections, knowledge sharing and engagement among members, anywhere, anytime and on any device. Don’t compromise on your membership engagement strategy – build strong active memberships that collaborate, share and grow together.
Featured Case Study: British Medical Association (BMA)
E AND H Consulting Limited – for a clear way forward. There is no reason nowadays why projects or change shouldn’t be delivered on time and within budget, even where IT is involved. The key is getting things right from the start. E AND H are specialists in supporting your projects, whether you are just thinking of starting, or feel you need some help further down the line. We provide:
- Facilitation and assistance to establish the right project
- Business case and options appraisal for investment
- Procurement and contract management – for CRM, IT and non IT areas
- Member experience, journey and process mapping
- Tools, techniques and bespoke project management workshops for membership organisations, plus coaching, mentoring and advice to improve capability
- Management of large complex projects – including IT and CRM
- Recovery of projects going wrong.
In particular, if you are thinking about CRM and what a CRM project might mean for your organisation – you may find our article The ‘Holy Grail’ of CRM of interest. http://www.eandhlimited.com/blog/the-holy-grail-of-crm/
For MemberWise subscribers we can offer, free of charge, either:
- A session of up to 2 hours with your CEO and senior team to explore a major project you are considering – providing some pointers to help you get it right, or
- Up to 2 hours with your team to look at a current project that may be going wrong – providing some pointers to put it back on the right track.
More can be found on our dedicated membership website…