A complete MemEx platform bringing together CRM, website, member portal and payments to create a connected digital experience for members, learners and commercial services.
Summary
The Chartered Institute of Export & International Trade (CIOE&IT) partnered with Wattle to replace fragmented systems with a single MemEx platform spanning Microsoft Dynamics 365, Umbraco, Member Portal and integrated payments. Delivered through a phased approach, the programme modernised membership, training, events and commercial operations while creating a connected digital experience that continues to evolve.
Client
The Institute is the UK's leading professional body for international trade, supporting organisations and individuals through membership, education, qualifications, advisory services and events. As its international reach expanded, it required a modern digital platform capable of supporting both commercial growth and an exceptional member experience.
Challenge
Rapid growth had left the Institute operating across disconnected systems, manual processes and ageing payment infrastructure. Sales, membership, training and events were managed independently, creating inefficiencies, inconsistent data and a fragmented experience for members and learners.
The Institute wanted a single digital platform capable of supporting its growing commercial ambitions while delivering seamless self-service across every stage of the member journey.
Wattle has been instrumental in our digital transformation, providing the technology foundations that supported our transition to Chartered Institute status, our major rebrand, and the continued evolution of our digital services through a trusted long-term partnership.
Andrew Berry, Project Director, Chartered Institute of Export & International Trade
Solution
Wattle implemented the MemEx Membership Experience Platform, bringing together Microsoft Dynamics 365, Umbraco, the MemEx Member Portal and a modern payments platform into a single connected ecosystem. The programme was delivered in phases, enabling an accelerated rollout of sales CRM before extending across membership, training, qualifications, events and digital services.
Members and learners now benefit from a unified self-service experience spanning membership management, CPD, qualifications, renewals and training, while integrated payments and real-time synchronisation between website, CRM and portal have streamlined operations and improved organisational insight. Wattle continues to support the Institute through an ongoing roadmap of enhancements as its digital platform evolves.
Impact
Connected Platform
Unified CRM, website, Member Portal and payments through a single MemEx platform.
Better Member Experience
Delivered seamless self-service across membership, learning, CPD, renewals and events.
Commercial Growth
Enabled modern sales, membership and commercial processes through Microsoft Dynamics 365.
Integrated Payments
Secure, scalable Stripe payments supporting membership, training and commercial services.
Future Ready
Flexible digital platform that continues to evolve through a long-term partnership with Wattle.