100 user system implemented within 7 months during lockdown

December 2020

The Royal College of Physicians and Surgeons of Glasgow has successfully rolled out oomi CRM to their 100 staff after starting their project just 7 months ago.  As well as implementing oomi CRM, the College has also gone live with the oomi self-service member portal and saw close to 1,000 member logins, including their first online fellowship application, on the very first day of the new system.

 The College began their search for a new CRM provider in October 2019 after concluding their legacy system was not the appropriate platform to underpin their digital transformation strategy.  After analysing and detailing over 3,500 functional requirements the College undertook an extensive review of over 20 NFP CRM suppliers.  Following several rounds of presentations and demonstrations oomi was appointed in April 2020.  

Dr Steve Graham, Chief Executive Officer of the College, summarised the decision to partner with oomi: “After extensive due diligence across a large number of companies and software solutions, oomi’s fantastic level of service and attention to detail stood out, and we’re already making quick progress in implementing our vision. I look forward to a very successful partnership with them.”

Speaking immediately after the go-live, Dr Graham added: “I wanted to express my sincere gratitude to the oomi team for all their hard effort and support.  I am delighted with the progress we have and are making.”

Ian Grinbergs, Head of ICT and Digital Transformation at the College added: “…the team went above and beyond in the final the push to go-live.  They responded extremely well, resolved every issue, and provided support where needed.”

The first phase of go-live has included the core oomi CRM system, alongside modules for membership, events and exams as well as integration to the College’s finance, Learning Management, and marketing systems.  On the same day, the College went live with oomi’s self-service portal including a new suite of digital forms. The College is now able to provide a range of new online services and is now starting on a second phase of work to roll-out additional services provided by oomi’s platform. 

Both England and Scotland have been in lockdown or had restrictions on movement for the duration of the project.  Joel Trotman, oomi Director of Sales noted: “It became apparent during the weeks before project kick-off that we would need to manage the implementation remotely.  This required a complete rethink to our usual approach, but the outcome has been hugely successful.  We will take the lessons from this into future projects.  The relationship between the College and oomi teams has been fantastic throughout and truly collaborative.  I’m sure this has been a major factor in such a positive go-live.  We are looking forward to a successful phase 2 and a long-term partnership.”

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