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ERP for membership organisations: Dynamics for membership

An integrated solution offering a 360 degree view over your organisation, and responding quickly to change.

What is the value of ERP for member organisations?

In any typical member organisation, such as a professional or industry organisation, a union, but also an NGO, a sport federation or even an art conservatory, you might find a series of systems such as websites, portals for members, CRM systems, financial systems and maybe even other systems like event management systems and all of them resulting in an incredible amount of Excel sheets to report from.
It is not uncommon in these environments to see the same data typed over and over again, frequently resulting in different reporting truths. Indeed, when using a variety of interfaces, it becomes a full time job to track where all data comes from and where it goes to. With such a variety of systems, the workload of the organisation inevitably grows, and having an integrated view of the overall organisation becomes harder and harder.
It might not look like a major problem at first, but when a membership organisation is working with an outdated database or has no clear visibility over its finances, not only can it cause some serious internal difficulties, it can also put at risk the good functioning of the organisation. Especially so when more and more flexibility, service and cost effectiveness are expected from member organisations as members become more critical and have high expectations.
But did you know that a real integrated system, also called an Enterprise Resource Planning (ERP) system, can make all these problems go away by uniting all your interfaces and systems into one?

More services, less systems

Based on the philosophy that less is more, KPMG Crimsonwing developed an integrated ERP solution called “Dynamics For Membership” tailored to the needs of member organisations. This solution based on Microsoft Dynamics AX 2012 allows them and their members to work together on one single platform. This way, organisations don’t have to deal with the complexity of many systems and interfaces.
The solution overview of KPMG Crimsonwing’s Dynamics for Membership as presented in the image below shows the main functional areas it covers and some of its additional modules:

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Thanks to the Dynamics for Membership solution, members can have their own user interface and directly access all the information they need as well as have a full self-service capability. This reduces the back office’s workload and also gives the option to allow members to arrange their profiles, calendars and activities online, at their convenience. Moreover, from an internal perspective, back office users are all able to work simultaneously on the same unique database, directly from their back office applications and modules. Whereas an organisation running on multiple systems could very easily lose track of a member in payment default or would have to update all the interfaces of its systems to access an updated CRM system, a single ERP system provides the latest data available in just one click. From an external perspective, organisations through such a minimised system also require less manpower, all the while offering their members a more efficient, tailored and satisfactory service. The security and confidentiality of the member’s data is also fully insured in the system, and users’ accesses and security setups can be automatically derived from data in the ERP system.

Possibility to respond quickly to change

Thanks to its fundamental design features, Dynamics for Membership also offers organisations the possibility to implement any required change throughout the system quite quickly. Because the solution is based on an ERP system, any modification for any part of the system is implemented from one single place without the need of updating interfaces between systems.
The reason why this solution is so flexible and agile, is that changes are implemented through workflows (workflow engine) and business rules (business rule engine), which can be modified or adjusted to the organisation’s needs at once, and become effective immediately, without the additional hassle of a software modification. This is a major design feature of Microsoft Dynamics AX and Dynamics for Membership in particular.
Moreover the need of extensive modifications is greatly reduced so the implementation of new versions will be easier for the organisation in the future. In case fundamental changes are required it is possible to modify the system and add fields, tables etc.

Microsoft technology stack and platform

All development of the ERP is done in the Microsoft Dynamics AX and Microsoft ASP.NET MVC framework. Data stored in a single Microsoft SQL server database. This way it is possible to use all standard functionality and integration without all kinds of extra work. Microsoft is constantly investing to make sure you don’t need to change platforms.