Crow Canyon SharePoint Blog

Case Study: Membership Service System for Non-Profit

January 15, 2018

Non-Profit Large MembershipMany organizations still use outdated tools for their customer service needs, such as e-mails, attachments, spreadsheets, and even pen and paper. This may be fine when an organization first forms, but as it grows and scales upwards, this approach causes an array of customer service challenges.

One of our clients, a large religious organization, found themselves in such a situation. The organization grew from a small group to over 100,000 members, putting the member support staff on overload as they relied on e-mails and spreadsheets to manage a deluge of requests for counseling and other ministerial services.

To solve this problem, we turned our Customer Support for SharePoint application into a “Membership Service System” for this client. The system allows the organization to significantly improve response times and accuracy. Requests are no longer dropped or delayed; staff workload is eased and the work is done more efficiently. The client is now able to provide outstanding customer service, driving up member satisfaction.

Automation of Requests with our SharePoint Application

The growth of our client’s non-profit organization, while a positive, resulted in a more challenging customer service environment as requests were inadvertently delayed, dropped, and ignored, resulting in member dissatisfaction and poor service. Eager to turn things around, our client asked us to implement a system capable of digitizing and automating its service request workflows.

The solution needed to address the following requirements:

  • Accurately track all incoming requests and assign them to the right people
  • Auto-send notifications and alerts based on configured triggers
  • Reporting and analysis capabilities for real-time and historical request data
  • Match requestors with users within a membership database
  • Retrieve member details and display within the Membership Service System

Membership Service Management with Crow Canyon and SharePoint

We decided that the best solution would be to modify our Customer Service platform for SharePoint into a Membership Services System. Once put in place, this system replaced legacy methods with modern digitized processes that automate requests and provide full lifecycle visibility.
Instead of spreadsheet entries and e-mail threads, the system uses electronic tickets to represent member requests. Tickets are self-contained sets of data that contain key information, such as member name and details, date/time stamps, request categorization, request content, prioritization, related documentation, and so on.

The Membership Service System uses workflows to automatically route incoming member requests to the most appropriate recipient based on pre-configured rules. This had a significant impact on staff productivity, as incoming requests were now automatically routed and escalated without the need for manual processes.

Integrating Membership Database with SharePoint Tickets

Our client had a large membership database that we integrates with our SharePoint-based Membership Service System. When a new request is received, the system queries the client’s membership database for the requestor’s details and fills that information on the ticket. Essential member details (pulled from the database) are associated with the request tickets. The client’s support staff is able to easily view detailed member information for every ticket, empowering them to provide a more personalized level of customer service.

For every ticket, from inception to finalization, the Membership Service System meticulously records all actions. Over time, this produces a rich source of valuable operational information that can be used for real-time and historical reporting and analysis.

An intuitive dashboard interface allows our client to quickly view core metrics, such as the number of outstanding member requests and ticket status breakdowns. The reports include robust filtering capabilities. The organization’s management team can build out reports based on metrics that matter to them, such as the average time spent for request resolution.

Our highly configurable notification framework helps our client stay in-the-know when events and activity trigger alerts. The level of sensitivity, alert types, delivery mechanisms, and triggers are entirely customizable, enabling our client to maintain and adjust the system to maintain the level of member service excellence that the non-profit is striving for.

Benefits of Automation with SharePoint over Email-based Systems

Our client was able to discard outdated methods and embrace automated workflows to reach its member service goals. It now provides better service with a smaller staff. Crow Canyon Software’s Membership Service System, based on our Customer Service application for SharePoint, saved our client hours of precious time and labor, enabling it to focus on providing a deeper level of ministerial care to its membership.

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Crow Canyon Software delivers the power of a connected, digital workplace to your organization, helping you be more successful and competitive. We provide the tools that allow you to gain the maximum benefit from SharePoint and Office 365, Microsoft’s premier collaboration platforms.

Want to learn about how our business productivity applications for SharePoint and Office 365 can power up your organization? Give us a call at 1-925-478-3110 or contact us by e-mail at sales@crowcanyon.com. We look forward to hearing from you!

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