Digital Success
Forward thinking, future proofing.
Proactive evolution
Digital Success is a prepaid service that enables you to use our services anytime and to keep planning with us for what’s to come. A dedicated analyst will meet with you regularly to prioritise and align work, creating an organisational plan and future-proofing your technology.
We want you to get continued value out of your tech investment, giving value for money through being proactive, agile and constantly evolving.
Are you stuck in a cycle of reactive tech support with rising costs and unclear value?
Reactive approach
You make changes to your CRM and technology stack when there are issues. The result is constant short‑term decisions and no breathing room to focus on what your organisation truly needs next.
Costs are adding up
Too many tools. Growing support bills. Pressure increases to justify technology spend and provide clear evidence that it delivers real return.
Users are dissatisfied
Enthusiasm for technology fades. Staff and members become disengaged, making each new change harder to land, and every improvement feels like an uphill battle.
Leverage long-term value from your technology investments and support strategic goals
Through our Digital Success Programme, we’ll help you…
Align your organisational goals with your technology
Clarify what success looks like for your organisation, so every system, decision, and investment is moving in the same direction.
Increase user adoption
Move towards a sustainable approach that provides strategic value from your technology investments.
Long-term growth and ROI
Tech that staff want to use that helps workloads and delivers valuable outcomes to members.
Reduce risk
Plan your business processes with best-practise technology, avoiding costly and risky bespoke solutions.
Digital Maturity considers how well you’re using your available technology. If you want to understand your current level, take this short 8-question assessment.
Results are emailed to you automatically with notes on how you can make improvements.
How it works
Dedicated consultant
Be assigned a dedicated digital success consultant, who will guide you through the whole process.
Our team have decades of experience in tech solutions for the Not-For-Profit sector and untold knowledge of tech solutions for every situation.
Meet and plan
Meet to discuss your 3-year organisational strategy, any constraints and challenges.
Come up with a 3-year tech plan to sit alongside it, to ensure your technology underpins the execution of your strategic goals.
Stay on track
Meet on a regular basis to keep on track and adjust as you go.
Start each year with a strategic review to ensure goals are the same and still being met.
Digital Success Resources
Download the Digital Maturity Guide
In this guide, you will learn what digital maturity is and how it can help you get true ROI from your CRM solution.
On-demand webinar
Learn what the concept of digital maturity means and how it can shape your future strategy.
FAQs
If you can’t see an answer to your question, please get in touch.
Our Digital Success programme is tailored for organisations using iMIS, Salesforce, or Fonteva as their CRM/EMS. If you’re on one of these platforms, we can help you unlock more value, improve efficiency, and continuously evolve your digital capabilities.
Digital Success strategically supports membership organisations, associations, and unions that want to turn their technology and data into measurable outcomes.
We work closely with Membership Managers, IT Managers, and senior leaders, including CEOs, who are driving digital change. The programme is most effective when led by someone responsible for shaping both technology and strategic direction.
Digital Success is offered as an annual prepaid subscription, with most clients engaging over a three-year period to realise the full value of the programme.
This approach enables consistent progress, long-term planning, predictable spending, and measurable outcomes over time.
The Digital Success programme provides a structured, ongoing approach to improving your use of technology and data, with a focus on delivering measurable outcomes over time.
It includes:
- Operational assessment to understand your current digital maturity and identify opportunities for improvement
- Strategy and goals workshop to align technology with your organisational priorities
- Technical and data assessment to evaluate your platform, integrations, and data quality
- Skills assessment and education plan to strengthen internal capability and adoption
- Performance improvement roadmap to prioritise and deliver high-value initiatives
- Monthly check-ins to review progress and maintain momentum
- Quarterly reviews to assess outcomes and refine priorities
- Year-end review to evaluate impact and plan the next stage of your journey
You’ll be supported by a dedicated Digital Success Consultant who works with you and your team to shape priorities, guide delivery, and ensure continuous progress.
Digital Success is focused on helping you get more value from the technology you already have. In most cases, significant improvements can be achieved through better use of your existing systems, data, and processes.
However, as the programme progresses, we may identify opportunities where introducing new tools, integrations, or applications would help you achieve your strategic goals more effectively. Where this is the case, we will provide clear recommendations, including rationale, expected benefits, and priority.
Any investment decisions remain entirely with you and will always be aligned to deliver measurable value.
Absolutely. Organisations at an early stage often see the biggest gains, as Digital Success introduces structure, clear priorities, and proven best practice from the very beginning.
If you are implementing a new CRM or EMS, the programme helps you go beyond delivery, ensuring adoption, alignment to your goals, and long-term success.
Results will vary depending on your starting point and priorities, but organisations typically see:
- Stronger alignment between technology and business strategy
- Improved engagement, conversion, and member experience
- Cleaner, more structured, and usable data
- Greater visibility of performance through clear, actionable reporting
- More efficient campaigns, journeys, and operational processes
- Better alignment of organisational goals across the business
Over time, these improvements combine to drive more consistent performance, informed decision-making, and increased return on your technology investment.
Success is measured against a set of agreed KPIs, defined at the start of the programme and aligned to your strategic goals. These typically include metrics such as engagement, growth, retention, conversion, and operational efficiency.
We track progress throughout the programme and use regular reviews to ensure the programme is delivering measurable impact and continuous improvement.