"Thanks to Objective we now have a brilliant membership database that exceeds all of our expectations. Great Service from a great company."
Allan Buchan, Managing Director, Confederation of Roofing Contractors
Established in 1985, the Confederation of Roofing Contractors (CORC) is the premier roofing trades association in the UK. CORC’s legacy Access database had served the team well in the past, however, with approaching 700 members the existing system has a number of issues, such as inability to pre-populate like fields and having to manually create letters. Invoicing was also conducted manually using Excel. Additionally, there was an incapacity to record complaints and outcomes data, and lots of paper files were needed to store supporting documents.
Objective developed a new web-database system that modernised and streamlined the membership, invoicing and complaints process at CORC. In particular, it allows the company to record membership status: pending/ current/ ceased and efficiently add new members and process renewed memberships without rekeying information.
Membership renewals and invoicing are now an integral element of the database. With a really cool Finance module, payments by instalment can be easily tracked and renewal dates are automatically updated as soon as full payment is received. Unpaid invoices are listed in overdue order for ease of follow up.
A new document upload facility securely stores documents and invoices, which is accessible to the entire team.
Now, should any customer complaints arise they are also recorded and outcomes monitored within the system. Thus giving a co-ordinated single view of each member.
“Lisa and the team at CORC now have a future-proof web-database that has systemised the way membership renewals and payments are processed. It saves the team time and enables management ‘single view’ visibility to relevant information.”
Karen Harding, Project Manager, Objective
- Quick and easy automated renewal letters and invoices using Word templates
- Full internal control of uploading new templates and editing existing versions
- Saving time, no re-keying of information is needed
- Reduces paper and storage needs by utilising document upload facility
- Simple Reporting functionality via export to Excel
Products and Technologies Used
The web-based system was developed using ASP.net and SQL Server.