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Modern Software Delivery
Supporting One of America’s Largest Trade Associations
A leading trade association works to protect and advance the interests of over a million members nationwide. As the organization grew, their data systems struggled to keep pace with member needs.
The organization faced several data system challenges that impacted their ability to serve members:
- Slow Performance: Reports loaded slowly, creating frustrating member experiences.
- Manual Processes: Data was manually reviewed, delaying updates to members.
- Limited Insights: Leadership needed visibility into organizational data to make staffing decisions.
Strategizing for Success
The association partnered with Excella to address these challenges through targeted data improvements. Rather than completely rebuilding systems, the teams aligned on solutions that delivered immediate value while building a foundation for future growth.
Report Optimization
Enhance member-facing dashboards for better performance.
Data Quality Automation
Streamline validation processes to reduce manual effort and improve data accuracy.
Executive Insights Dashboard
Create a clear line of sight into workforce distribution for better staffing decisions.
Improving Report Performance
The team worked to improve member-facing reports while balancing performance with user friendliness. Together, we reorganized the data structure to create a more efficient foundation, improving speed and reliability without adding complexity. This way, members could quickly access the important information they needed.
The results are in the numbers. By cutting down overall data volume by 70% while increasing filtering speeds, reports now load much faster. This reduced wait times by 60% for members who rely on these reports for
important information.
We also enhanced the user interface, making the reports easier to use with clearer labels and better visuals. This helps members understand and use the dashboard information.
Improving Efficiency Through Automation
The association also needed an accurate and current member directory to send timely communications to its members. Before, staff manually checked and updated member contact information – a time-intensive process.
Together, we created an automated system that runs daily to validate member contact information. This system handles large amounts of data without constant manual work, while still flagging special cases that need human
review.
The automation made the process faster and more accurate. Now members receive important messages and access their benefits without delays caused by outdated contact information.
Empowering Leadership Decisions
To further support the association’s data transformation, we built a custom dashboard that shows leadership how staff are distributed across the organization. This tool helps leaders make better decisions about where to assign resources, empowering the organization to support members across the country.
Unlocking New Value
The improvements were immediate across several areas. Reports are faster and more responsive, with reduced data size requirements. Member updates are no longer delayed by manual data checks. And leaders can make data-driven decisions informed by the new workforce dashboard.
Beyond these immediate gains, the association solidified their foundation for continued improvement. The new systems are easier to maintain and expand, with a consistent framework for future development. They can now trust their reports because the data sources are clear, building confidence in the insights they use to make decisions.
As the industry continues to evolve through digital innovation, the organization is better positioned to leverage its data in service of its members and advance their mission. The organization’s investment in data created a solid foundation that supports members today, with the flexibility it needs to meet changing needs and future market conditions.