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The platform has processed more than £3.5M in membership renewals without members needing to contact CIArb. More than 95% of members have renewed using the new solution with the majority being processed straight through.
The Chartered Institute of Arbitrators (CIArb) is a leading professional membership organization that represents arbitrators, mediators, and adjudicators in the UK and globally. With a membership of over 17,500 professionals, the CIArb needed a modern, streamlined, and efficient platform for its members to renew their annual memberships, complete their annual declarations, and pay online. Integrating Dynamics 365, data warehousing, and Stripe to provide subscription payment options based on jurisdiction and membership level was a key requirement for the membership renewal platform and a successful solution.
CIArb had a legacy digital membership renewal process that could not be used without significant upgrades and rework. The legacy process often led to delays and errors in processing renewals and updating member records. CIArb wanted to digitize the process and build an online platform that would allow members to complete the renewal process quickly and easily, from anywhere in the world, using their mobile or PC. There were several challenges to overcome during the project, including integrating data with the CIArb’s CRM system, Dynamics 365, finance reporting, and the limited timeframe of only two months to implement the platform.
Jaam worked closely with the CIArb’s team to understand their requirements, pain points, and priorities. Jaam proposed a solution that involved integrating data from the CIArb’s CRM system into workflows and forms that would facilitate the end-to-end membership renewal process using the Nintex Workflow Cloud platform. This would then integrate into Stripe for online payments, as it is a secure, reliable, and widely used payment gateway. The integration between systems was implemented using an iPaaS platform called Synatic which facilitates API integration and data transformation.
The solution was designed to be user-friendly, intuitive, and accessible from mobile or PC so that members could complete the renewal process in a few clicks, without the need for manual processing. As far as possible, the system would allow the member to renew with no contact with CIArb providing a seamless renewal experience.
The system included real-time updates on membership status, payments, and certificates, as well as a range of reports that could be generated on demand or scheduled to run automatically. The reports covered various aspects of the membership renewal process, including membership statistics, financial data, and member engagement. The reporting and dashboards provided CIArb with the data and insights it needed to make informed decisions about its operations and membership strategy throughout the renewals window.
The CIArb membership renewal platform delivered was a huge success. It streamlined the renewal process, reduced errors and delays, and improved the member experience. The platform was launched on time and within budget, despite the challenges both technical and timeline.
The platform eliminated the need for manual processing and paper forms, reducing the time and effort required to process membership renewals.
The platform was user-friendly and accessible from mobile or PC, resulting in a large increase in the number of members renewing online.
The platform provided real-time updates on membership status, payments, and certificates, allowing for accurate tracking of membership and financial data.
The platform eliminated the need for manual processing and paper forms, reducing the time and effort required to process membership renewals.
The platform was user-friendly and accessible from mobile or PC, resulting in a large increase in the number of members renewing online.
The platform provided real-time updates on membership status, payments, and certificates, allowing for accurate tracking of membership and financial data.
The platform was more cost-effective than the previous process with a substantial reduction in costs associated with membership renewals.
The integration with Stripe allowed for subscription payment options and complex payment amounts based on jurisdiction and membership level.
The reporting and dashboard system provided insights into membership statistics, financial data, and member engagement, enabling informed decisions about CIArb’s operations and membership strategy.
The platform was more cost-effective than the previous process with a substantial reduction in costs associated with membership renewals.
The integration with Stripe allowed for subscription payment options and complex payment amounts based on jurisdiction and membership level.
The reporting and dashboard system provided insights into membership statistics, financial data, and member engagement, enabling informed decisions about CIArb’s operations and membership strategy.
If you’re a membership organization looking to improve your processes, consider partnering with an experienced automation provider like us to deliver a tailored solution that meets your needs and requirements.
This Ciarb case study is available to download as a PDF
By submitting your email you agree that jaam may send you periodic information about services and products that we think are relevant to you. You understand and agree that jaam may use your information in accordance with our privacy policy.
By submitting your email you agree that jaam may send you periodic information about services and products that we think are relevant to you. You understand and agree that jaam may use your information in accordance with our privacy policy.
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