One process at a time, before and after
Short notes from the 3DN team. Each follows one association process that staff used to run by hand and that now runs by itself.
- BeforeWhat staff did by hand, and how often
- NowWhat runs by itself, and what starts it
- Still a person's callWhat stays with the team, and why
Membership trends from a system that only knows today
Most membership systems can tell you who is financial right now. We gave a member organisation a simple way to see how that has changed over a day, a month and a year.
Matching iMIS payment batches to the bank statement
A finance team spends one to two hours a day matching iMIS payment batches to the bank by eye. Most batches match first time; the hours go on three cases.
Automating iMIS membership renewals end to end
An organisation's iMIS renewals now bill, remind, collect and lapse on a daily schedule. Staff post the payments; they no longer chase members.
Copying a past event instead of starting from a blank form
How a member organisation's event team moved from building every event from scratch to copying past events and saving drafts.
Sub-group regions that follow the member's main region
A member organisation's youth and women's section regions now update overnight from each member's main region, and staff only review the cases that need judgement.
Proof of address for members whose address is suppressed
How a member organisation now asks for proof of a new address from members who can't be checked against the public register, with a person still accepting the document.
Name badges added to the join form, tracked through to dispatch
A member organisation now takes name badge orders when people join, posts the income to its accounts, and gives reception a list to send from.
Linking two members into a joint membership, including when one is unfinancial
How a member organisation moved from paying and refunding by hand to a single job that links two members and bills one joint renewal.
Letting people pick up an unfinished join application
How a member organisation's join form now saves an unfinished application, sends one reminder, and leaves the membership team to decide who should be contacted.
Membership reminder texts that go out each morning without a report
How one member organisation moved renewal and unfinancial reminder texts from a daily manual query to a scheduled workflow, and what staff still decide.