Introduction

The Membership and Association Company is an international organisation representing over 7,000 trade professionals across the South and North America. As a leading voice in the industry, the organisation provides valuable resources, networking opportunities, and advocacy for its members.

Facing growing membership and increasing demands for digital services, the company sought a comprehensive solution to streamline operations and enhance member experiences.

The association’s key requirements included:

• Centralised member data management
• Efficient contract handling and renewals
• Targeted communication capabilities
• Streamlined event planning and registration
• Integrated payment processing
• Affiliate program management

Challenge

The business faced several challenges common to membership organisations in the trade industry:

1. Fragmented member data across multiple systems, leading to inefficiencies and data inconsistencies.
2. Manual contract management processes resulting in delays and potential revenue loss.
3. Difficulty in targeting communications to specific member segments.
4. Complex event planning and registration procedures causing frustration for both staff and members.
5. Limited visibility into affiliate program performance and payouts.
6. Inefficient payment collection and processing, impacting cash flow.

Objectives

The company outlined the following objectives for implementing the Ixonn Business Information Management SaaS Platform:

1. Consolidate member data into a single, comprehensive CRM system.
2. Automate contract renewals and improve visibility into contract statuses.
3. Enhance communication effectiveness through targeted, personalised messaging.
4. Simplify event management and increase attendance rates.
5. Optimise affiliate program management and tracking.
6. Streamline payment processes and improve financial reporting.

Solution

Ixonn’s Business Information Management SaaS Platform provided this enterprise with an integrated suite of modules customised to their needs:

1. CRM: Centralised member database with 360-degree views of each member’s interactions and history.
2. Contract Management: Automated renewal reminders, e-signature capabilities, and contract analytics.
3. Electronic Communications Distribution: Segmentation tools and personalised email for campaigns.
4. Affiliates Management: Performance tracking, commission calculations, and payout management.
5. Events Management: Online registration, attendee management, and post-event surveys.
6. Payment Gateways: Secure, integrated payment processing for memberships, events, and services.

Implementation

The implementation process followed a phased approach:

1. Data migration and CRM setup (4 weeks)
2. Contract management and communications module integration (2 weeks)
3. Events and affiliates management configuration (3 weeks)
4. Payment gateway integration and testing (2 weeks)
5. Staff training and system fine-tuning (2 weeks)

Throughout the implementation, Ixonn’s support team worked closely with the organisation stakeholders to ensure a smooth transition and address any specific requirements

Results

Within 12 months of implementing the Ixonn Online Services, the organisation achieved significant measured improvements:

• 40% increase in member engagement, measured by event attendance and resource utilisation.
• 30% reduction in administrative costs through process automation.
• 25% growth in overall revenue, driven by improved renewal rates and event participation.
• 50% decrease in time spent on contract management tasks.
• 35% increase in affiliate program revenue.
• 20% improvement in on-time membership payments

Conclusion

By adopting Ixonn’s Business Information Management SaaS Platform and associated Professional Services, the company transformed its operations and significantly enhanced its value proposition to members. The integrated solution not only addressed the enterprise immediate challenges but also positioned the association for future growth and innovation in serving the trade industry