Associations & member organisations
One member journey, without staff joining every gap
Members want to renew, book, learn and update their details without working out which system holds what. Your team needs the same journey to make sense behind the scenes.
Discuss your needsThe work ahead
Start with the membership model
Individual members, corporate accounts, staff relationships, entitlements and different renewal rules can make an association more complex than a standard contact database. When the website, membership system and learning platform hold different views, routine changes can become manual reconciliation.
Replacing the software without mapping these relationships risks carrying the same problem into a new platform.
What a connected platform needs to cover
- Member and organisation records, staff relationships and access rules.
- Joining, renewals, payments and changes in membership status.
- Events, course delivery, learning records and CPD where required.
- Website content, the member portal and useful self-service.
- Finance connections, permissions, testing and the people who administer the system.
Hey Exacto brings specialist member services together with HubSpot. The configuration, integrations, migration and licences depend on the association’s requirements.
The RCSA implementation
OTOT is helping RCSA replace iMIS and connect membership, learning, events, payments and the website through Hey Exacto and HubSpot. The specification is signed off and the working implementation is in user acceptance testing.
OTOT leads the customer relationship, product design, customer consulting and brand, alongside delivery partner Sintoro and underlying technology partner Conekter. Production cutover, achieved savings and adoption results are not claimed.
Plan a replacement before committing to one
Start with your membership rules and a list of systems, integrations, data and user journeys. Agree what must be retained, what can change and how staff and members will test the result. Data migration, reconciliation, training, cutover and support need their own plan.
Bring the current pain points and requirements rather than assuming the existing platform has to be reproduced screen for screen. We will confirm fit, availability, implementation scope and costs before any commitment.