IFERA, the International Family Enterprise Research Academy, is a non-profit organization established in 2001 that brings together family-run businesses, academics and independent researchers to improve the field of family business research, theory and practice. IFERA Research Development Program provides members of the association tools to obtain meaningful results and advance their careers in the research sector.
When they approached us, IFERA already had a dense, well-structured website. But while their presentation was great, they were lacking a solid contract management system that would allow tracking of members’ payments and renewals. That’s where we came in: we developed a membership system that kept track of yearly payments made by each associate.
The subscription management is now a fully automated process, and integrated with their payment system to automate renewals and cancellations.
We installed a CRM software to manage all contacts and membership status of the organization’s associates.
After a successful first project, Ifera asked us/invited us to adopt a more consultative approach and propose solutions to improve customer experience in the membership area of their website.
The “client space” has been updated with more instinctive navigation, a simplified purchase process and better administration experience.
Challenge
Creating a membership system that would rely on automations to keep track of the users’ payments and status.
Improving the membership area with better user experience for clients and enhanced administration capabilities for the Ifera team.
