Assisted a State association with over 3,000 business members to implement a Customer Relationship Management  solution.  The Microsoft CRM suite allowed the association to provide better service to each member while saving over $30,000 in annual mailing costs.  Contacts with each member, from bulletins and newsletters to specific legislative updates and “requests for action,” can be tracked and processed automatically for the staff of 7.  In addition, each “inward” request can be tracked and follow-up for a specific member can be handled by any member of the staff providing better follow through and member services.  Association leaders who spend a great deal of time out of the office now have up to date information on their laptops and immediate contact/schedule/e-mail access via Microsoft CRM Mobile on their cell phones.

Designed and developed a web presence that consolidated two foundation organizations into one on-line community.  The revised design incorporated the foundation staff’s desire to represent the international leadership mission of the foundation.  The functionality allowed members and candidates from throughout the world the opportunity to participate in the many programs offered by the foundation.  Business applications included on-line newsletters, multiple member program applications, interactive functionality for program participants, community content for personal enrichment and professional development, event coordination, and various bulletin/on-line community databases and communication functions.  The new site offers staff members and foundation advisors based throughout the world the ability to access each other, conduct foundation business, and support foundation participants in an easy to use, easy to access on-line solution.

Designed and implemented a Customer Relationship Management (CRM) solution that allowed a healthcare focused association to support its members and prospective members in the pursuit of better coronary care through continued dissemination of knowledge, acceptance of standards based procedures for care of coronary care patients, and additional education and training for caregivers.  Accreditation processes and standings for facilities, educational programs, and events are also marketed and tracked in the system.  The system has provided the association staff with access to the information in an on-line manner and has significantly increased their efficiency by having detailed profile, contact, and progress information in one easy to access database.  The system also has a number of built in workflow functions to help manage the process for various functions so follow up is handled in a timely, member focused manner.