The Value of Aligning Business Goals and Technology Roadmaps

How does one derive value from a CRM investment over the long term - beyond the first 5 years? How does an association ensure that it doesn't outgrow its technology or get to the point where it is seen as no longer fit for purpose? Its too easy to blame the tech, but the number of times we do implementations for organisations that state their old tech is no longer fit for purpose, when it is really not, is uncomfortable.

This is not to say that the organisation does not need a new implementation, let's be clear. It does, however mean that the organisation has lost parallelism with the tech that they have been using. And it is far too easy for this to creep up on organisations, without them realising it.

The biggest culprit of this outcome is insisting on too much bespoke coding being done at the point of initial implementation. Bespoke coding is:-

SKU: Zenloader
The easiest way to bulk load transactions in iMIS Cloud


- Facilitates the mass import of payments received from external sources against open invoices e.g ACH, BACS, EFT  

- Cloud-friendly, built using RiSE and a client-based UI framework over the iMIS REST API  

- Processes payments against all open invoices (including cash /pro-forma invoices)  

- Processes multiple part payments against open invoices  

- Maintains Sales Ledger Integrity - does not write directly to the Trans table


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Fonteva Implementation for West and North Yorkshire Chamber of Commerce

The West & North Yorkshire Chamber of Commerce (WNYC) provides a range of high-quality professional services to support local business in the counties of West and North Yorkshire, England. WNYC offers assistance ranging from discounted marketing and advertising promotion to free legal help, all designed to grow local businesses and attract new ones.

The Challenge

The West & North Yorkshire Chamber of Commerce is building stronger local communities by helping businesses get access to the tools they need to grow the economy in the area.

5 Ways to Extract Value from your CRM investment

From aligning business processes with technology to choosing future-proofed tools - there are a great many things a Not-For-Profit can do to maximise the return on investment from its CRM and other core technology choices. The key, as per this article, is to have a proper system for doing so....

iMIS Healthcheck

Most organisations do not use their technology nearly as well as they could be for various reasons:-

  • Staff leaving has meant that knowledge of the system has faded
  • Not being able to keep apace with upgrades
  • Too little resource to get you over the hump to having members and donors serve themselves more.
  • Too many complex workarounds

Our experienced consultants have seen these scenarios many times and can help you to identify, plan and overcome the hurdles to better performance of your engagement management system

Technology SignPosting

We help you make technology choices that are aligned to your strategic goals and working constraints