USE CASE: TRANSFORMING A UNION THROUGH DIGITALIZATION
Background
Our client, a prominent union in Singapore, manages a large membership base and organizes numerous events, training and workshops. To enhance operational efficiency, improve member engagement and ensure accurate financial tracking, the union embarked on a comprehensive digitalization journey.
Pre-Digitalization
Disparate Systems: Their existing ERP that they had procured more than 10 years ago had limited functionalities which are unable to be further customized to support their current needs. Due that that, the union had to rely on multiple disparate systems for membership management, finance, event management, trust fund management and outreach, leading to inefficiencies and errors.
Membership and Finance Disconnect: Lack of synchronization between the Membership Solution and Finance Module caused delays in billing members closer to re-subscription dates.
Manual AR Reminders: Absence of automated accounts receivable (AR) reminders led to delayed payments and increased manual follow-up.
Event and Membership Management Disconnect: The membership team struggled to extract participation data from activities to justify membership renewals due to lack of integration.
Event Outreach EDMs System Silo: Event outreach emails (EDMs) were managed on a separate system, causing inconsistencies and inefficiencies.
Manual Renewal Tracking: Membership expiry tracking and informing Finance for billing renewals were done manually, leading to errors and delays.
Lack of Common Data Environment: Management had no access to a centralized data environment, hindering decision-making.
Post-Digitalization: Customized AM8ZE Union Management Solution Suite Adoption
Common Data Environment: Implemented a centralized data repository, providing management with real-time access to all relevant data, via management dashboards and reports.
Integrated Membership and Finance Modules: Seamless synchronization between the Membership Solution and Finance Module ensures timely billing and accurate financial tracking.
Automated AR Reminders: Robotic Process Automation (RPA) for AR reminders, reducing manual follow-up and improving payment timeliness.
Event and Membership Management Integration: Integrated Event Management and Membership Management modules to track member participation in workshops and justify renewals.
Unified Event Outreach: Consolidated event outreach EDMs with the Event Management system, ensuring consistent and efficient communication.
Automated Renewal Tracking: Automated tracking of membership expiry and billing renewals, reducing errors and manual effort.
Benefits Achieved
Productivity Savings
- Reduced administrative workload by 40% with integrated modules and connected data pipes across membership, billing and event management.
- Staff can focus on member engagement and strategic initiatives rather than in manual checks and updates in silo-ed systems.
Error Reduction
- 48% improvement in timely membership billing, event participation tracking and communication.
- Real-time synchronization and a single source of truth minimize discrepancies.
Enhanced Member Engagement and Decision-Making
- Improved member engagement with timely and consistent communication.
- Real-time access to data and reports enhances management decision-making and oversight.
By embracing digitalization, our client has transformed its operations, achieving significant efficiency gains, error reduction and improved member engagement. The union now stands as a model for other organizations seeking to enhance their processes through technology.
At AM8ZE, we understand the unique challenges faced by unions. We work with visionary leaders to build and scale their organizations. As a leading regional IT solutions provider, we have been accelerating the growth and expansion of organizations for over 15 years with our combined experience, expertise and proficiency in business management and operations.
Our team of skilled specialists is fully equipped with the relevant skillsets and know-how to provide a comprehensive and robust range of services, including the deployment of our comprehensive suite of ERP modules coupled with capabilities including but not limited to, Gen AI, Robotic Process Automation, Data Visualisation and APIs to 3rd party solutions, complete with a localized suite of accounting and HR modules to streamline our clients’ unique operational workflows.