ProTech CRM Platform Supports Chartered Institute of Internal Auditors' Member Service S

 
ALDRIDGE, U.K. - July 14, 2016 - PRLog -- Aldridge, West Midlands, UK - As part of the Chartered Institute of Internal Auditors' (Chartered IIA) drive to improve its effectiveness as a service provider to its members, ProTech's specialised CRM software, Pro-8™ has supported the Institute's deployment of a new technology platform to increase its self-service functionality and e-commerce capability.

ProTech's Government 'OFFICIAL' security accredited solution now allows Chartered IIA members to renew their subscriptions, book services and buy products via its e-commerce optimised website and crucially, make online payments using a direct debit sign-up.

"Providing self-service functionality enhances member engagement with us by making it quick and easy for them to access the information they want, and to do and pay for, the things they want," said Steve Rainbird, Programme Manager (Products & Systems) for the Chartered IIA. "Previously these member actions and the resulting payments had to be carried out over the phone or payment had to be made via a cheque!"

ProTech's team has worked closely with the Institute and its web development partner to develop  web services and functionality, utilising the features and functionality of Umbraco, to enable the Chartered IIA to roll out automated online event booking programmes. This self-service functionality has already resulted in two thirds of bookings completed online and the aim for 2016 is to increase this to 85-90%.

Pro-8's (http://www.protech.co.uk/info/our-solutions/) CRM workflow engine delivers benefits from automated back office and website driven processes that significantly improves the Chartered IIA's efficiency and productivity. As an example, ProTech's (http://www.protech.co.uk/) workflow functionality now automatically issues acknowledgment emails for invoices and receipts upon payment.

Leveraging Pro-8's easily configurable and flexible software, designed to allow reconfiguration as necessary by ProTech's clients, the new technology platform delivers improved CRM functionality for the Chartered IIA. The ability to carry out greater in-house customisation ensures that the Institute can respond to the evolving requirements of both internal users and its members.

The Chartered IIA undertook a detailed tender process to find a CRM solution that would deliver integration across the Institute's business units and deliver a technology platform from which to introduce e-commerce.

"We felt that Pro-8, combined with ProTech's 300+ open APIs, was the best fit overall. It delivers a complete solution that meets the Institute's CRM and workflow requirements by delivering configurable specialist Membership, Events and Qualifications and Finance CRM modules with workflow, process automation and reporting capability at their core, in a single application that fully integrates with our website," said Rainbird.

"Another key factor in our choice of ProTech was its 20+ years of expertise delivering specialist technology and change management solutions across the NFP sector and its customer base of NFP clients who were able to provide valuable reference site feedback," added Rainbird.

Following an organisation wide scoping stage to define the Institute's specific requirements and a phased implementation over 12 months, the project to deploy ProTech's CRM solution was delivered within budget and with the milestones set by the Chartered IIA met. All business units were live within 16 months from the start date.

"Our ProTech Project Manager was able to demonstrate to the Institute's internally appointed IT project auditor that the programme was under control at all times," said Rainbird.

A critical factor in the success of this deployment was migration of existing data from the legacy system. ProTech achieved this and in addition rationalised the data ensuring that the Institute would achieve the optimal performance from the Pro-8 software.

"ProTech's support of our new technology platform is helping the Institute to deliver on its objective to make our systems and processes fit for purpose across many areas of our organisation. Alongside our website functionality, this allows us to offer e-commerce capability, which is helping us improve our members' experience," said the Institute's chief executive, Dr Ian Peters.

About the Chartered IIA (https://www.iia.org.uk/)

The Chartered IIA has been leading the profession of internal auditing since 1948 and became the Chartered Institute of Internal Auditors on 1st October, 2010. It is the only body focused exclusively on internal auditing. Its International Standards and Code of Ethics bind a global community of over 180,000 internal auditors in 170 countries and over 9000 members in the UK and Ireland.

Internal Auditors help protect the organisations they work for by assessing whether all significant risks are properly identified, controlled and reported to the board, usually via the audit committee; and by challenging executive management to improve the effectiveness of governance, risk management and internal controls.

About ProTech:

For more than 20 years ProTech has been delivering specialist CRM software and change management services to the Not for Profit (NFP) sector.

Its Pro-8 CRM software operates in a Microsoft environment and delivers easily configurable specialist NFP modules with CRM, workflow, process automation and reporting capability at their core: Membership & Subscriptions, Learning & Education, CPD, Event Management, Annual Appeal, Fundraising, Marketing & Campaigns.

By adding ProWeb, (secure digital platform) and ProCloud (a fully managed Cloud CRM offering) to its specialist CRM and change management solution portfolio, ProTech delivers a Government 'OFFICIAL' security accredited fully integrated web and CRM platform.

ProTech's Lean3S, change management methodology based on Lean and Systems Thinking, ensures that NFPs can fully optimise their investment in ProTech's fully integrated web and CRM technology platform.

For more info visit: www.protech.co.uk

Media Contact
Sarah Chidgey
sarah@chidgeypr.co.uk
+447795288302
End
Source: » Follow
Email:***@chidgeypr.co.uk Email Verified
Tags:NFP CRM Software, Crm, Customer/Member Service
Industry:Technology
Location:Aldridge - Birmingham - England
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
ChidgeyPR PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share