People First: Collaborative CRM with the British Orthopaedic Association
The British Orthopaedic Association (BOA) is the Surgical Speciality Association for Trauma and Orthopaedics in the UK. They are a membership organisation and a registered charity with over 5000 members made up of Consultants (active and retired), Staff and Associate specialist grades (SAS) and trainees. This includes almost 300 overseas members.
They provide national leadership and a unifying focus on caring for patients and support surgeons by focusing on excellence in:
Training and Education
In late 2017 the BOA was looking for a supplier to replace their existing CRM system, their main website and a subsite dedicated to their Annual Congress. Integration between systems was minimal to non-existent and the legacy CRM was no longer serving its purpose in a changing environment. The BOA wanted a major overhaul that provided an integrated, fresh new dynamic CRM system that would drive business process and optimise resource application.
Working with the requirements outlined in the BOA’s Invitation to Tender, Bluelight produced a prototype CRM in the ‘Discovery Phase’ of the project, allowing Bluelight and the BOA to interact and explore options and preferences through a series of workshops with end users. From here, Bluelight refined the functional specification to drive the final development of the BOA specific BlueCRM product.
A focus on quality, incremental familiarity and increasing confidence with the system for the end user were key aspects of the approach. Bluelight built in continuous and appropriate engagement points with the BOA user group to ensure a united and co-ordinated effort across the entire Project team. It’s all about the users…
Multiple and varied legacy data sources into a single integrated view of BOA’s members and stakeholders
Integrated functionality across all areas of BOA’s processes including Membership, Events, Courses, Marketing, Finance, Campaigns and Donations
Simple to use business workflows improving process and data accuracy
Highly automated processes and notifications driving organisational efficiency
A fully featured integration layer enabling all aspects of integration with BOA’s new website