Investment & next steps
08 / 09
We will establish a clear governance framework from the outset, ensuring senior leadership from BioPhorum is engaged and informed. This approach guarantees alignment with your strategic objectives, such as the Single Customer View and future acquisitions, avoiding misdirection and ensuring the solution supports board-level goals.
Our phased implementation plan, starting with the HubSpot Foundation and progressing through Phorum Operations and Training, ensures a controlled rollout. This methodical approach minimises disruption, allows for continuous feedback, and builds a robust commercial operating system without overwhelming your teams.
By prioritising data migration and transformation, we will ensure a clean transition from Dynamics 365. This focus on data integrity, leveraging your existing Azure Fabric and Power BI, will provide accurate reporting and forecasting, enabling informed decision-making across all commercial divisions.
We will design the system with your users in mind, addressing specific needs for Phorum management, workstream tracking, and member engagement. This user-centric approach, including streamlined onboarding and offboarding, will drive high adoption rates and ensure the platform genuinely supports your unique operational workflows.
Total investment
£75,699+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
Day 60
14 day payment terms
Day 90
14 day payment terms
VAT applied at point of invoice.
Estimated breakdown across entities
Delivered as a single project, with the £75,699 investment apportioned across the five entities as follows:
Indicative split — final allocation to be confirmed with BioPhorum.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state Biophorum is investing to reach.
Strategic alignment is clear.
The organisation operates with a unified commercial architecture, ensuring all divisions and future acquisitions align with a single strategic platform.
Customer data is a Single Source of Truth.
All customer, product, membership, service delivery, and revenue data are consolidated in HubSpot, replacing disparate systems like Dynamics 365.
Workstream management is streamlined.
The process for creating, tracking, and managing Phorum workstreams is standardised, moving away from organic, siloed approaches to a structured system.
Member onboarding is efficient and compliant.
A formalised onboarding and offboarding process for Phorum members ensures legal compliance and accurate access management, reducing manual effort and errors.
Operational metrics are readily available.
Key operational metrics for Phorums, workstreams, and member engagement are easily accessible, enabling better decision-making and performance tracking.
Deliverable tracking is robust.
The organisation effectively tracks the status, priority, and value of all Phorum deliverables, from initiation to publication, including legal approvals.
Agree next steps
A short working session locks in dates and confirms the architecture.
