Successful national membership system implementation

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Impact

The merged membership system was successfully implemented. At the third attempt, the union at last had comprehensive oversight of its £110 million membership income, and could ensure members were meeting the union’s eligibility requirements.

 

Background

The merger of three trade unions called for a new and enhanced membership system – one that could handle the subscriptions and voting rights of over 1 million members, in 1,200 branches, across 13 regions. But the task was more complex than realised, and the first two attempts at the job had failed. So, with need for the new system becoming pressing – in particular the collection of the £110 million in subscription income – the union turned to Peter Woodruff from HVP.

What we did

Peter worked with the union’s project team and later an external software company, from the discovery, diagnosis and design stage right through to the system’s implementation. His contributions were as follows:

  • He devised an initial concept for overseeing collection of the subscription income
  • He also wrote the financial part of the project’s tender invitation, and helped the union select a suitable software company
  • Peter then managed the software company, and oversaw the system’s implementation
  • He helped reorganise the regional membership departments, and create procedures for issuing subscription receipts and managing debtors
  • And finally, he developed service level agreements between the union’s head office, its branches and members’ employers.

 

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