Collaboration portals for membership organisations

Name: Collaboration portals for membership organisations
Start: 2024-01-26T17:19:06Z
End: 2024-01-26T18:07:06Z

Frode Stenstrøm, Hege Grønlund Aas and Thomas Tellefsen discussed collaboration portals for membership organisations on ProsessPodden.

Frode Stenstrøm

Contributor:

Hege Aas

Held: January 26, 20242 min read

In briefShow moreFrode Stenstrøm talked with Hege Grønlund Aas and Thomas Tellefsen from ProsessPilotene about collaboration portals for membership organisations.

Frode Stenstrøm talked with Hege Grønlund Aas and Thomas Tellefsen from ProsessPilotene about collaboration portals for membership organisations.
A collaboration portal should enable two-way dialogue, not just a self-service page for editing one's own data, and is built on Dynamics 365 as the master data source.
Examples included digital approval of a five-year specialist education programme, local chapters sending their own newsletters, and automated travel-expense handling that saved half a full-time role.
Security and privacy got significant attention: encryption, access control, two-factor authentication, and an automated GDPR data-access report that replaced a week of manual work per request.
Both guests advised starting with a simple core self-service page, involving end users early, and building step by step rather than planning everything up front.

In this episode of ProsessPodden, Frode Stenstrøm spoke with project managers Hege Grønlund Aas and Thomas Tellefsen from ProsessPilotene about collaboration portals for membership organisations. Both have more than 20 years of CRM experience, and the conversation covered how a collaboration portal differs from a simple self-service page by enabling two-way communication between the organisation and its members, elected representatives, local chapters and other partners.

Thomas Tellefsen and Hege Grønlund Aas gave concrete examples: a professional association that digitalised approval of a five-year specialist education programme so candidates could track their own progress, local chapters allowed to send newsletters and event invitations directly to their own members, and automated travel-expense handling that freed up half a full-time role at one customer. Dynamics 365 was described as the master source for all core data, with Teams, and eventually Copilot, integrated into the collaboration.

Security and privacy took up a significant part of the conversation: encryption, access control, two-factor authentication and clear data-retention policies were named as minimum requirements. Hege Grønlund Aas described an automated GDPR data-access report that replaced a week of manual work per request.

Toward the end, they discussed how to measure the value created, through time spent before and after and through customer satisfaction, and gave advice to organisations considering getting started: set clear, prioritised goals, involve end users in development and testing, and build step by step rather than planning the entire solution up front.

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Foredragsholdere

Frode Stenstrøm
Gründer og teknologistrateg
Som gründer og teknologistrateg i ProsessPilotene jobber jeg med å hjelpe virksomheter forstå og bruke teknologi som en strategisk kraft for bedre arbeidsprosesser, kundeopplevelser og beslutninger. Rollen kombinerer forretningsutvikling, teknologirådgivning, virksomhetsarkitektur og formidling. Jeg arbeider særlig i skjæringspunktet mellom AI, CRM, digitale plattformer, data, analyse og fremtidens arbeidsliv. En sentral del av rollen er å være brobygger mellom ledelse, fagmiljøer og teknologi. Det handler om å gjøre komplekse teknologiske muligheter forståelige, vurdere hva som faktisk skaper verdi, og bidra til at digitale løsninger blir en naturlig del av hvordan virksomheter jobber. Jeg bruker også rollen til å formidle faktabaserte perspektiver på hvordan AI og teknologi påvirker ledelse, organisasjoner, ansatte og kunder.
Hege Aas
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