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Current challenges

02 / 10

We will transform ICMSA’s membership administration into a high-visibility commercial engine before the February retirement transition.

ICMSA requires a robust system to secure membership renewals and automate complex payment ingestion. We will replace fragmented manual processes with a Single Source of Truth to protect revenue and ensure operational continuity.

Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give ICMSA a customer lifecycle that scales.

Current membership management relies on high-risk manual spreadsheet consolidation, creating significant visibility gaps in contribution tracking. This fragmentation threatens renewal income and places an unsustainable administrative burden on the incoming team.

Our approach centralises member records and automates payment ingestion from diverse co-operative sources. This ensures every contribution is tracked, every exception is flagged, and leadership can forecast renewals with absolute confidence.

By aligning Sales Hub Professional and Marketing Hub Professional with bespoke custom objects, we create a scalable foundation. This enables targeted member communications and proactive follow-up, directly protecting ICMSA's long-term financial stability.

The operational picture today.

Data

Critical

Key Person Dependency

What's happening

The transition in February poses a significant risk to operational continuity and data integrity.

Business impact

Critical institutional knowledge regarding membership administration is concentrated in a single retiring staff member.

Revenue

High

Revenue Leakage

What's happening

The lack of proactive alerts means members are often contacted too late to secure renewals.

Business impact

Delayed identification of overdue contributions leads to preventable membership churn.

People

Medium

Manual Data Fragmentation

What's happening

Maintaining records currently consumes nearly 100% of a full-time resource's capacity.

Business impact

Valuable administrative time is wasted on low-value spreadsheet reconciliation rather than member engagement.

Process

Medium

Payment Complexity

What's happening

Variable milk-supply contributions and legacy rates make manual tracking prone to significant error.

Business impact

Inconsistent data formats from co-operatives prevent a clear view of total contribution health.