A solution to streamline processes, reduce manual admin and improve the UX for members and the team.
About Australian Water Association.
Australian Water Association is an organisation that is leading the way to a sustainable water future by connecting people, businesses and governments with the same objective: promoting sustainable water management and innovation.
Through their massive international community, they encourage positive change by sharing resources and opportunities. This non-profit organisation serves as a professional network for individuals and companies involved in the water industry, including utilities, government bodies, researchers, engineers, and environmental professionals.
A business that couldn't manage its members
without manual intervention.
As a non profit organisation, Australian Water Association relies heavily on their membership structure as a source of income and funding. As such, the quality of their management processes around this is critical to their success.
Initially, most of their processes around membership creation and management were completed manually as their systems had very little to no automation capabilities. These processes were resource heavy, inconvenient and consistently vulnerable to human error.
Key processes that were being completed manually.
Ultimately, these processes were unreliable and unfit for scale.
Building the solution:
Using HubSpot to configure strategic, impactful automation
The overall strategy was to configure automation that would:
Key aspects of the solution.
Membership portal
A membership portal was created, driven by membership permissions in the CRM. Different membership levels had different permissions that determined what the members could see in their specific portal.
Digital marketplace
A marketplace was created, which served as an online hub where Australian Water Association could advertise the water related businesses of their different members. This worked by surfacing data from the CRM and displaying it on the public facing website based on different values and criteria set within HubSpot.
Marketplace listings
Automation was configured to create new records from membership registrations and add these new records to the marketplace listing page (the members directory). The automation could also automatically remove listings from the marketplace based on criteria within those records like the ‘membership end date’.
Membership registrations
A new registration process was created using online registration forms and pipeline automation. This process enabled members (or would be members) to complete the entire registration process online without needing to liaise back and forth with Australian Water Association staff.
The impact of automation.
The Australian Water Association has seen major operational improvements since the implementation was completed.
