SOE News

Digital transformation gathers momentum

6th Nov 2018

The project to transform the Website Content Management System (CMS) and Customer Relationship Management (CRM) is now well underway.
User scenario testing has started on the CRM by SOE staff, following several demos of the membership & Advanced Contact Management module.

Dates have now been set for the website CMS development demo and user scenario testing by SOE staff; our partners are currently working to advance functionality.

Chief Operating Officer Daniel Moir said: “Over the last month we have been busy testing the CRM functionality for membership and advanced contact management. How we manage our membership queries is very important, so this stage of testing must be comprehensive. The digital transformation is a huge project, but we are on the right track.”

The next stage of CRM activity has already begun; a demo for Professional Standards & Case Management took place towards the end of October. The website front-end demo also began around the same time.

Daniel added: “Ultimately, our members will be gaining more control of the information that is available to them. Through the new streamlined CPD platform, for example, information will be personalised, and custom built for every individual. You will be able to tailor your profile to your professional sector and choose other streams that are of interest to you with far greater efficiency than the current platform. Access to research libraries and discussion forums will be major benefits to members.”

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