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Managing Change at Speed – Delivering a CRM implementation from start to finish in 12 months – it is possible!

30 April, 8:30 am - 10:45 am

- Free

Supported by Wattle

Breakfast briefing – Free to attend

Many membership bodies need to make major changes to their technology to modernise member engagement, improve business processes and enable the organisation to have a full overview of all activity with members and key stakeholders.

However, this sort of change takes time to secure funding, buy-in and a clear view of what the end product will look like.  This is exacerbated when new technology impacts on multiple areas within an organisation such as finance, events, and membership. As well as supporting your external stakeholders, you also need to get all your internal stakeholders to buy-in to the change and agree common goals.  Some projects can take years from inception to delivery and can be delayed by changes in personnel, mission creep and a lack of clear focus on the end goal.


This breakfast briefing will include a case study from the Chartered Institute of Arbitrators that delivered a new Microsoft Dynamics 365 CRM system seamlessly integrated with a new Umbraco CMS website and Self-Service Member Portal – in just 12 months!

What you will learn

The session will include a case study setting out:

  • How the Chartered Institute of Arbitrators agreed to change all its existing internal systems.
  • How they managed the expectations of all parties and stakeholders – both internal and external.
  • How they maintained buy-in through the life time of the project.
  • How they ensured all internal parties worked to break down previously-existing silos and delivered significant impact and change.
  • How they ensured that the project stayed on track.
  • What happens now they have gone live – the project doesn’t stop yet!

Open forum – learn from your peers

The case study will be followed by a Chatham House open discussion where you and your peers can consider:

  • how this might work within your own organisations?
  • what are the lessons learnt from this project that you might apply in your own future project?


Who should attend?

Directors and senior managers in membership bodies and trade associations who:

  • have responsibility for managing service delivery, membership, event or financial management
  • are considering major change to their technology or have initiated such a change and it’s taking longer than expected / hoped
  • are interested in learning how membership bodies are leveraging database, web and mobile technologies to better deliver services
  • want to understand how technology can enable you to have oversight of multiple branches of your organisation

Please note this event is not open to representatives from commercial suppliers to the non-profit sector.  If you are interested in partnering with Hart Square to deliver an event like this, please contact john.obrien@hartsquare.co.uk


8.30     Registration and Breakfast

9.00     Introductions and scene setting

9.15      Case study from Chartered Institute of Arbitrators

9.45      Q&A and Open forum Discussion

10.45    Close


30 April
8:30 am - 10:45 am


1 Birdcage Walk, Westminster
London, SW1H 9JJ