Why focusing on technology can harm your digital transformation Seminar / 26th June / Royal Aeronautical Society, London

Are you getting seduced by technology without properly considering how it will benefit your organisation and your members? This is one of the biggest mistakes we see membership organisations make. This event will explain what your key considerations should be.  We’ll explore and explain the key elements for planning and initiating a successful digital transformation program. Including:

  • Where and how you should begin;
  • Keeping member value as your key focus;
  • Ensuring engaging internal and external user experiences;
  • Choosing the right technology for your goals (and not letting it choose you);
  • How to procure the right digital transformation partner for your objectives.

The Wine and Education Trust will share insights and lesson learnt from their digital transformation journey.

Who should attend this seminar

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 a new technology platforms or seeking a better way to optimise what you have, this event will help you.

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 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.

12.20 Expert Question & Answer Session

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.

Book your place today

Criteria for entry: Delegates should work for a membership organisation or association with 10,000+ individual members (or equivalent). Entry is at the full discretion of MemberWise/Trillium Systems. (c) MemberWise 2019.

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