A unified MemEx platform bringing together CRM, website and member portal to modernise membership, CPD and professional status management for 20,000 education professionals.
Summary
The Education & Training Foundation (ETF) partnered with Wattle to consolidate a fragmented digital estate into a single MemEx platform spanning Microsoft Dynamics 365, Umbraco and a dedicated Member Portal. The programme modernised membership services, automated key operational processes and delivered a more connected digital experience for both members and internal teams.
Client
The ETF is the sector-owned, government-backed body responsible for professional development and standards across Further Education and Training in England. At the time of the programme, its membership arm, the Society for Education and Training, supported around 20,000 teaching and training professionals through membership, CPD and professional recognition.
Challenge
ETF and SET were operating across a fragmented digital estate comprising multiple websites, a legacy CRM and a range of manual processes supporting membership, renewals, CPD and professional status. The complexity created inconsistent member journeys, duplicated administration and limited visibility across the organisation.
ETF needed a modern, scalable platform capable of consolidating systems, improving operational efficiency and delivering a more joined-up digital experience for members and staff alike.
Wattle worked closely with us to deliver a major digital transformation across our CRM, website, member portal and wider integrations. They helped us create a more connected digital platform that better supported our members and gave our teams a stronger foundation for the future.
Jez MacDonald, Head of Digital & IT, Education & Training Foundation
Solution
Wattle began with an organisation-wide discovery programme, working with stakeholders across the business to understand existing systems, user journeys and operational processes before defining a roadmap for a consolidated digital estate.
Using MemEx as the foundation, Wattle delivered an integrated Microsoft Dynamics 365 CRM, a new Umbraco website and a dedicated Member Portal. The solution automated membership renewals, CPD tracking and professional status management while giving members a consistent self-service experience and internal teams a more efficient, data-driven way of managing membership services.
Impact
Connected Platform
Unified CRM, website, Member Portal and payments through a single MemEx platform.
Automated Member Services
Streamlined renewals, CPD tracking and professional status management.
Better Member Experience
Delivered a consistent self-service journey across membership and professional development.
Operational Efficiency
Reduced manual administration while improving data quality and organisational visibility.
Scalable Foundation
Created a modern digital platform to support future growth and continued service improvement.