Technology for membership organisations.

Boffins Ridge provides business process and technology consulting for Membership Organisations and Trade Associations.

We recommend the software from across the entire marketplace that best fits your needs, tasks and business processes. We are independent and do not sell a Boffins Ridge platform, or take commissions from any software vendors.

We help teams identify what they don't know that they don't know, and then choose and connect the systems that fit how their organisation already runs. That can be advice, a roadmap or a full build and customisation.

We understand trade associations

Hannah has run two Trade Associations as CEO, transforming the organisations and ultimately winning Team of the Year. We bring this core expertise to every client, understanding the pressures and the processes.

Tobin is often on stage at Trade Association conferences, talking about selecting the right technology and digging into the detail of how it is actually used in practice.

Areas we know well

Members, leads & CRM

Current member status, who might join, and information about each member company.

  • Company and contact CRM
  • Join applications and eligibility
  • Prospective member tracking
  • Member directories and profiles
  • Staff and secretariat profiles
  • Multiple logins per organisation, with roles

Subscriptions & invoices

Tracking upcoming renewals, payments and invoices.

  • Subscription invoicing
  • Payment processing and accounting
  • Renewal tracking and reminders
  • Follow-up on unpaid renewals
  • Tiers, fees and joining charges
  • Invoice generation

Member area & paid content

Paid member content is straightforward to manage, from reports and training to standards and paid analysis.

  • Private member portals
  • Knowledge sharing and forums
  • Training and CPD content
  • Codes of practice and guidance
  • Document libraries and briefings
  • Access by membership tier

Events & conferences

Industry gatherings with programmes, sponsors and attendance records.

  • Conference and roundtable programmes
  • Speaker and sponsor packages
  • Award ceremony voting and results
  • AGM and committee meeting organisation
  • Attendance records
  • Event pages on the public site

Voice, press & partnerships

How the association speaks for the industry, and who it works with.

  • Public association website
  • Member and stakeholder mailing lists
  • Press contacts and media bookings
  • Rapid responses to press enquiries
  • Policy positions and consultation responses
  • Partnerships with sister and overseas associations

Secretariat, roles & sign-off

How a small office runs, from enquiries and permissions to who can sign off on what.

  • Member enquiry handling
  • Named roles for membership, finance and comms
  • Multi-level sign-off processes
  • Committee and board documents
  • Documented handover between roles
  • Reporting on membership, renewals and events

Typical membership systems

Typical work includes selecting a suitable company-and-contact CRM platform, creating forms and surveys for applications and renewals, and connecting subscription invoicing with renewal reminders.

A website overhaul would include a private logged-in members' area that holds reports and guidance, linked to a an members's subscription status.

See starting prices, how an engagement works, or questions we are asked.

We recommend well-known platforms

The only good software, is software that fits what you need it to do. We look across the market and recommend the software or range of platforms that best fits the task and the business processes you use. If you already have appropriate platforms in use, we can absolutely use them too.

Where a process needs extra connection, we use standard customisation tools and other well-supported integrations, so the setup stays straightforward to update as those products change.

CRM and records

Member, company and contact systems we can recommend, configure and connect to fit your business processes and in house knowledge.

CMS and websites

Public sites, private member-only areas, and content systems from widely used CMS and web platforms.

Integrations and automation

Industry-standard connectors that join the stack and keep customisations within tools that remain straightforward to update.

Running a membership organisation?

Our business model is to provide such a good service, that you want to come back. We don't want to trap you into a proprietary platform.

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