Helping Not-For-Profit Organisations Fulfil Their Missions

Helping Not-For-Profit Organisations Fulfil Their Missions

Expert not-for-profit solutions to drive efficiencies and increase your reach, impact, and fundraising.

Technology integration & digital adoption

Limited resources often make it difficult for non-for-profit organisations to develop a strong online presence and integrate digital tools outdated clunky systems and processes, has led to inefficiencies and higher costs.

Our solutions

At Wazzo Consulting, we offer a specialised suite of services to help charities, membership organisations, and professional bodies overcome common industry challenges within the not-for-profit sector.

Our client had implemented a new CRM system in early 2020, but subsequently struggled with user adoption, escalation of costs to fix and operate the system, with functionality not fit for purpose, and most significantly, member experience was suffering.

The BDA had implemented a new CRM system in early 2020, but subsequently struggled with user adoption, escalation of costs to fix and operate the system, with functionality not fit for purpose, and most significantly, member experience was suffering.

A lack of resolution to fundamental system issues, data migration and integration problems, had caused a loss of confidence in data and the system. Instead of increased automation, streamlined data integration and member personalisation, the BDA were unable to operate even the most basic of CRM functions without a myriad of workarounds. The straw that broke the camels’ back was the cancellation of over 1,000 members by the system. The BDA built a business case for change.

What we did

The BDA first engaged Wazzo Consulting to identify opportunities for improvement and lessons learned from the previous implementation. Wazzo Consulting worked with the BDA to define the Vision & Outcomes, which would guide their change programme and support their Business Case. Subsequently, Wazzo Consulting worked with the BDA to define requirements and to run a fully independent, guided procurement process under an Invitation to Negotiate (ITN) framework for a replacement CRM system.

Recognising that they did not have project management capacity and capability in-house, the BDA went on to engage Wazzo Consulting for Programme Management of their chosen CRM solution, which included adopting and integrating with a new cloud version of their CMS and My BDA member portal, and integration with their digital marketing platform.

During the programme Wazzo Consulting worked across multiple BDA stakeholders, to ensure the project ran effectively and concluded on time and to budget, while also cultivating high levels of engagement to support strong adoption of the change.

The Results

A fit-for-purpose, integrated, CRM solution, and a CRM partner who will support the organisation as it evolves< -All core customer processes managed consistently in core systems, providing a 360 view over the customer and reducing costs -Accessible, high-quality data and GDPR & PECR compliant processes -An improved customer and staff experience -A set of benefits aligned to corporate objectives, and benchmarks to enable measurement and prove investment value -Increased internal capability to support continuous improvement.