Case studies

Organization details: NFP association needed to distinguish its annual conference from its main website.

Client challenge:  Main website was using an unscalable CMS that could not support an interactive conference section

Solution:

  • Collected requirements from Executive Director and conference planner
  • Decision was made to create an entirely new website developed in WordPress
  • Conducted search for a WordPress developer
  • Directed navigation and interactive elements on new website
  • Created promotional content for the website, email messages and social media
  • Liaised with developer on changes up to and after the conference

Results

  • Association maintained a dedicated website presence for the annual conference
  • Website has ability to scale and add new sections and functionality
  • Past conferences can be easily accessed.

Organization details: Conference planner was organizing a conference for a government client.

Client challenge: The conference had over 1,000 delegates and session information needed to be provided in a convenient, easy to access format.

Solution:

  • Recommended mobile app vendor
  • Conducted initial price negotiations with vendor, prepared detailed quote for the client.
  • Liaised with vendor to develop app format.
  • Set up mobile app content over one month period
  • Stayed on call to make urgent changes over the conference period.
  • Provided metrics analysis after the conference

Results
Delegates and client expressed satisfaction with the app’s ease of use as well as enabled interactivity

Organization details: Association needed an email system to be integrated with their database.

Client challenge: Association needed to send out messages segmented to each member type during such crucial times as renewal, conference registration or graduation of student members. For this to occur, the email system needed to be integrated with the database.

Solution:

  • Conducted extensive search for email software vendor that met requirements.
  • Demoed software and held extensive discussions with vendors
  • Implemented software in association with staff team and vendor’s liaison agent
  • Created documentation on software use
  • Trained staff on how to use the software

Results

  • Organization gained ability to better review email metrics
  • Organization was able to segment emails with better open and click rates
  • Integration of email software with database provided a pattern of which emails users were more likely to respond to
  • Software allowed for members to determine their own communications preferences

Organization details: Small association with a newly redesigned website.

Client challenge:

  • Frustrated at lack of response from web developer, especially during crucial periods.
  • Small staff consisting of Executive Director and two staff members
  • Website was redesigned with input from a volunteer
  • Website used software that was not designed for the needs of a growing association

Solution:

  • Set out requirements for a new website administrator
  • Interviewed and selected new administrator
  • Documented both membership and website processes

Results: TAGb is on board for any future re-branding the organization may need.