British Association for Counselling and Psychotherapy
BACP had a CRM system in place that was over eighteen years old. The old CRM was completely inflexible, and the new system needed to be able to cope with multiple aspects of existing organisational set up whilst bringing the BACP up to date in their digital capabilities.
They needed a modern CRM and an integrated, contemporary website so that they could service their members better. They were looking to improve the quality of the information they produced for their members and, more generally for people who were interested in counselling and psychotherapy. To do this it needed to provide everything from integration with emails and the website through to obtaining and recording relevant data and of course being GDPR compliant.
They needed their new website to be responsive so they could service their members across devices and would no longer be constrained by a desktop only website.
At the same time it was just as important for the BACP that they present a modern view of themselves to the world, empower their teams and enable them to deliver on their organisational goals now and in the future.
Install and implement a brand-new CRM, Microsoft Dynamics 365
Website design and build
User experience design
Full website and CRM integration
Continuous improvement delivered through Dev Ops on an ongoing basis
BACP was very aware of the substantive risk associated with the type of projects they were looking to embark upon. Because of this awareness it was very important for them to not only find a provider with a track history of success in the field, but to also work with someone who would effectively act as a business partner and help them understand the best approach to how they might commission a modern system.
At the start of the project we worked alongside BACP for the best part of two weeks. We were looking to understand and redefine their process maps. This was particularly effective for BACP as they were able to identify and stream together common processes that they hadn't necessarily thought of doing before. This enabled us to deliver new value to BACP's organisational architecture.
Together, Felinesoft and BACP were able to launch a new CRM and website which were fully integrated, on time and on schedule. Once we launched MVP, in terms of both the CRM and the website, BACP continued to work with us on our continuous improvement model. This allowed BACP to build on both of those features subsequently and seek incremental improvements. It was a collaborative process where we creatively worked together to think through how to produce the next set of benefits and upgrades that would allow them to do more.
The continuous improvement model allowed BACP to develop quickly from MVP and gave them the peace of mind that they could get on with those developments and prioritise them, knowing that they had funds available to be able to do it. This enabled BACP to offer more features to their members and clients whilst improving the overall effectiveness of BACP in delivering against their own goals.