Member Focused Digital Transformation Seminar (Trillium)2018-12-11T09:14:24+00:00

Member Focused Digital Transformation: How to Get Immediate Benefits by Taking a Long Term Strategic Approach (CIEH Case Study)

In 2019 a key challenge for associations is to create a member focused digital transformation strategy. In this free half-day seminar we will focus on just that.

In isolation, a new membership web or CRM project can seem a daunting organisational project, especially in the context of tight budgets and legacy technology or thinking.  Attempting to update both platforms simultaneously can seem beyond most member organisations’ resources.

It doesn’t have to be.

This event will explore and explain the key considerations for planning and implementing a digital transformation program that works for your specific challenges and objectives, both short, medium and long term:

  • How to develop a digital transformation strategy that is realistically aligned to your resources and objectives
  • How to rationalise your priorities and identify which technology and project management approach will work best for you
  • Get more out of your resources and budget: Why MVP options can offer good member value
  • Don’t get trapped – how to select, manage (and just in case) change technology (and /or partners)
  • How to ensure engaging internal and external user experiences
  • Implementation pitfalls to avoid
  • Future proofing your transformation (a new website isn’t just for Christmas!)

As well as sharing the Digital Transformation experiences of the Chartered Institute of Environmental Health, there will also be a chance to resolve your specific challenges in our break out Digital Surgeries. The Surgeries will give you the opportunity to work through some tailored exercises directly with one of our expert consultants and get advice specific to your organisation’s needs.

Who should attend this event

This event is designed to support Directors, Heads and Managers involved in all or part of their membership organisation’s digital transformation. If you are responsible for your CRM, website or both, this event will help you consider your approach more strategically.  Whether you are looking for new technology platforms or seeking a better way to optimise what you have, this event will help you. This event is for membership bodies with more than 10,000 members.

24th January 2019
CIEH Headquarters / London


09:30  Registration, Networking & Refreshments

10:00  Welcome and Introductions (Alan Perestrello, Trillium)

10:05  The State of Digital: How we got to today (Richard Gott, Chair, MemberWise)

10:35  CIEH case study: Developing a  Digital Transformation  Strategy (Gavin Pollock, Director & Co-Founder, Trillium)

CIEH is a great example of how, with the right strategy, you can deliver a strong and effective digital transformation, even with modest budgets and resources. We’ll explain how we helped CIEH identify an approach that included, not only optimisation of their technology but enabled meaningful and sustainable organisational change and experiences. This will include:

  • Insights into how to build the foundations for digital transformation by choosing the right platform (CRM & CMS) for delivering your long -term objectives (and why Microsoft Dynamics 365 CRM and Umbraco CMS worked for CIEH).
  • How we helped CIEH link their strategic objectives to what was possible within their timeframe and budget. Including defining priorities, key metrics for success and setting up governance as part of their digital transformation strategy.
  • How to we worked with CIEH to efficiently identify their myriad of requirements but also ensure a focus on an aligned approach that delivered value in the shortest time for the lowest amount of budget.

11.05 Networking and Refreshments

11:20 CIEH Case Study – Implementing a Digital Transformation Strategy (Justin Turner, Head of IT & Owen Thomas, Digital Marketing Manager, CIEH)

CIEH was an organisation struggling with legacy issues including its back office and digital capabilities. In this session we’ll share how we implemented a digital change programme from both an IT and Digital Marketing perspective. We’ll share practical advice on:

  • How we delivered change when a high proportion of members and stakeholders “don’t do digital”
  • How we addressed internal and external technology silos
  • What we found to be the benefits and efficiencies of implementing the simultaneous development of a new website and Dynamics CRM platform
  • How we addressed the lack of collaborative working, sped up and simplified relationships with customers and members, and facilitated new ways of working
  • Our top 3 lessons leant 6 months on

11:35 Operational quick wins: how CIEH saved time and budget by including Direct Debit in their Digital Transformation (Matt Berry, Partnerships Success Manager, GoCardless; Jonathan Greenland – Account Executive, Enterprise Sales, GoCardless)

  • The best approach to resolving inefficient new member sign ups
  • Improving admin heavy payment processing and reconciliation
  • Addressing security concerns over storage of sensitive member data

11:50 Expert Question & Answer Session

12.00 Digital Surgeries

You will be allocated to a small group according to your specific challenge.  Our expert consultants will then work through bespoke experiences designed to help you identify the best strategic approach.

12:30 Professional Networking Lunch

13:30 CLOSE

Learning Outcomes

  1. Be able to identify and plan the best strategic approach for your organisation’s digital transformation
  2. How to optimise your budget and identify efficiency opportunities/savings that ensure you get full value from your investment
  3. Learn approaches to breaking down both technological and people silos – you need both working together for effective Digital Transformation
  4. How to get internal and member buy in for your digital transformation change program
  5. Understand how your CRM and CMS need to work together in order for effective automation and personalisation experiences to be possible
  6. A check list of how to choose the right digital partner for your objectives, challenges, budget and resources
  7. Be able to identify the potential barriers to your project progression and how to overcome them.

Your Seminar Speakers

Alan Perestrello
Alan PerestrelloCo-Founder, Trillium
Alan has been working at Trillium since he co-founded it over 8 years ago. He is responsible for sales, marketing and strategic direction.
Richard Gott
Richard GottMembership Expert & Sector Thought-Leader
Richard is widely known as one of the leading membership and association sector thought leaders in the UK and is Chair of the MemberWise Network.

He has worked at a senior leadership level for leading organisations including the Royal College of Psychiatrists, The Law Society, Royal College of General Practitioners, College of Optometirsts, Chartererd Institute of Educational Assessors and the British Dental Association.

Richard provides advisory services to large number of leading associations and is Chair of the CPD Standards Office Independent Expert Advisory Board He also champions the professionalisation of the association and membership sector.

Gavin Pollock
Gavin PollockCo-Founder, Trillium
Gavin co-founded Trillium with Alan over 8 years ago as an experience focused consultancy with two main themes: Business Systems and Digital.
Justin Turner
Justin TurnerHead of IT, CIEH
Justin has worked at CIEH for over 10 years. He has overall responsibility for the IT function, including IT Operations, Service Desk, Business Systems and Project Management.
Owen Thomas
Owen ThomasDigital Marketing Manager, CIEH
Owen has been at the CIEH for just under 2 years. He has over 15 years marketing experience, specialising in digital marketing, working across a wide variety of sectors including travel and tourism, education, government and charity. His experience spans a range of disciplines including social media, website management, content creation, digital strategy, PPC, SEO and email marketing.
Matt Berry & Jonathan Greenland
Matt Berry & Jonathan GreenlandGo Cardless
Go Cardless works with over 30,000 businesses to offer online and digital payments to their customers and members.

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