From Legacy to Leading Edge: A Large Member Association Builds the Future of Member Engagement

For decades, this prominent member association, which represents hundreds of thousands of education professionals, relied on a trusted but aging system. While reliable in its time, this legacy infrastructure struggled to keep pace with the growing demands of its members and the increasing complexity of its data.

Challenge

With an upcoming wave of workforce retirements on the horizon, the need for modernization was no longer a long-term goal. It was an urgent priority.

The association faced several critical challenges:

Outdated systems that lacked flexibility and scalability.

Disconnected data sources that made reporting difficult

A lack of modern self-service tools created friction for both members and staff.

Solution

Recognizing the need for a nimble and experienced partner, the association's leadership sought the expertise of Coastal’s deep industry expertise and their proven Waves Managed Services to deliver a solution with greater speed and flexibility.

The modernization effort:

Transitioned core operations from the legacy system to a modern, cloud-based platform.

Automated manual processes to boost efficiency and reduce administrative overhead.

Launched an intuitive, self-service member portal to improve accessibility and engagement.

Enabled cross-platform data visibility with MuleSoft, Jitterbit, and dbt to support better decision-making and scalability.

Results

By modernizing their infrastructure, the association is simplifying operations and unifying their data to serve their members more effectively. This transformation is more than just a system upgrade. It's a strategic shift that positions them for long-term growth and success.

Elevated Member Experience: Provides a new self-service portal that enables members to manage their information and access resources easily.

Empowered Staff: Automated manual processes, freeing up staff to focus on higher-value activities and direct member support.

Data-Driven Decisions: Leverages data and analytics to inform policy decisions and enhance operational success.

Built a Scalable Foundation: Created a modernized infrastructure that ensures the association can continue to serve its members and mission for years to come.

This transformation has proven that modernizing operations isn't just about adopting new technology. It's about building a future-proof platform to continue their mission.

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