A professional organization.Hundreds of members. Scattered systems.One technology partner.
About the organization.
A professional organization with hundreds of members ran a website, mailing, payments, forms and automations built over the years by different vendors. Nobody held the whole picture.
We came in as its ongoing technology partner — mapping, consolidating, automating and monitoring, alongside the website, campaigns and content. The organization stays anonymous.
The decisions.
Understand before changing
Join the team, learn how the work really happens, map what already exists — and only then change anything.
Fix the past before building the future
An audit of the tools and automations that had piled up exposed silent failures and security gaps. We dealt with them before expanding.
Automation existed, it just was not good enough
We did not rebuild most of it from scratch. We improved what was working, consolidated what was duplicated, and cut what it cost to run.
Everything is monitored
Every process moved to automation got monitoring and alerts. Things break; the question is who finds out first.
What changed.
Measured results
The numbers were measured from the work itself, and are phrased so they do not identify the organization.
The training track
PROOF 01 · MEASUREDA course a sizable share of the members must complete, several cohorts a year, dozens of touchpoints — registration, payment, reminders, certificate and renewal, within the spam law. The loop runs almost by itself, at a cost of under $30 a month.
The monthly report
PROOF 02 · MEASUREDThe monthly report was a two-hour process at the start of every month, inconsistent and uneven. A method and fitted technology turned it into a 30-45 minute process, stable and uniform.
The monitoring
PROOF 03 · MEASUREDMonitoring was deployed over everything: automations, systems, the website, social and analytics. Once, it caught a member who had not been billed for 275 days.
The time
PROOF 04Over 100 hours of manual work a year came off the team.
What we manage
An ongoing monthly engagement with a monthly allocation of hours: one team holding the entire technology layer.
- AutomationsBuilding and improving automated processes.
- WebsiteOngoing maintenance, content updates and development.
- Paid campaignsFrom the message to the measurement.
- CreativeDesign and assets for the various channels.
- SocialManaging the ongoing presence.
- Monitoring and controlChecks and alerts that catch silent failures before they get expensive.