From offline spreadsheets to a connected member pilot.

Draft case study · Not indexed · Further client approval required

An organisation managing more than 4,000 members

The organisation previously managed work offline through multiple spreadsheets. It needed four specific processes supported. A previous off-the-shelf CRM partially managed only one of the four.

From configured pilot to production

The configured FlowSync pilot moved into production in under two weeks. This describes the configured pilot's transition to production, not the entire relationship, discovery or implementation journey.

What is not yet approved for publication?

The client name, exact process details, client quotation and further performance results require client approval. Member count is not a transaction-volume measure, and no percentage saving is claimed.

Case-study completion checklist

• Original systems and spreadsheets: further detail awaiting approval
• Process volume and exact steps: awaiting approval
• Configuration and human decision points: awaiting approval
• Pilot and production scope: awaiting approval
• Measured performance results and client quotation: awaiting approval

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