A unified MemEx platform bringing together Microsoft Dynamics 365, Umbraco and a modern member portal to simplify operations and deliver a connected digital experience for members and learners.
Summary
The Institute of Leadership (IoL) partnered with Wattle to replace a complex and fragmented digital estate with a single MemEx platform spanning Microsoft Dynamics 365, Umbraco and a dedicated Member Portal. The programme modernised the Institute's technology landscape, strengthened the connection between CRM and website, and created a scalable digital platform designed to support its future ambitions.
Client
The Institute is the professional membership body for leaders, managers, coaches and mentors worldwide. Through membership, learning, events, qualifications and professional recognition, it supports individuals and organisations in developing better leadership capability across every stage of their careers.
Challenge
Following its separation from City & Guilds, the Institute's digital estate had become increasingly complex. Microsoft Dynamics 365, the website and numerous business systems had evolved independently, making changes difficult, increasing reliance on specialist suppliers and limiting the organisation's ability to innovate quickly.
The Institute wanted to simplify its technology landscape by bringing CRM, website and member services together under a single strategic partner, while preserving critical business processes and creating a more seamless experience for members and internal teams.
Wattle impressed us with their thorough approach and deep understanding of our diverse requirements and ambitions. We were confident they would be a strong long-term partner in enhancing and innovating our membership and CRM experiences.
Melanie Robinson, Deputy CEO, Institute of Leadership
Solution
Wattle implemented the MemEx Membership Experience Platform, bringing together Microsoft Dynamics 365, Umbraco and a dedicated Member Portal into a single connected digital ecosystem. The programme modernised the CRM, replaced the existing website and introduced an integrated self-service experience that supports membership, learning, events, CPD and professional recognition.
By consolidating responsibility for the Institute's digital platforms, Wattle created a simpler, more maintainable architecture that improves data flow, reduces operational complexity and provides a flexible foundation for future enhancement as the organisation continues to evolve.
Impact
Connected Platform
Unified CRM, website and member self-service through a single MemEx platform.
Simplified Technology
Reduced complexity by replacing fragmented systems with one connected digital ecosystem.
Better Member Experience
Seamless self-service across membership, learning, CPD and events.
Smarter Operations
Improved data flow and strengthened integration across key business systems.
Future Ready
Scalable Microsoft-based platform designed to evolve with the Institute's ambitions.