Collaboration portals for membership organisations
Frode Stenstrøm, Hege Grønlund Aas and Thomas Tellefsen discussed collaboration portals for membership organisations on ProsessPodden.
Frode Stenstrøm, Hege Grønlund Aas and Thomas Tellefsen discussed collaboration portals for membership organisations on ProsessPodden.
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.
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.
Leder - Leveranse
Ask a question or share what helped you.
CRM-Konsulent
Learning path: knowledge sharing and reliable handovers
CourseTurn experience into guidance colleagues can use, and transfer responsibility with clear decisions and open actions.
DocuSign: build templates that reduce sending errors
CourseSimplify recurring agreements with clear roles, variable information and controlled template versions.
Start here: choose your learning path and plan your practice
CourseFind courses for your role and build a realistic route from new user to power user.
Learning path: Agreement management – practice and leadership
CourseBuild a connected agreement process from clarified need and signing to delivery, retrieval and renewal follow-up.
June 2, 2026 • Konferanse — DynUG brought the Dynamics 365, Power Platform and Fabric communities together in Oslo.
June 5, 2024 • Webinar — Trond Gudbrandsen and Tor Kristoffersen joined Frode Stenstrøm to weigh the strengths and limits of NPS as a customer satisfaction measure.
February 16, 2024 • Webinar — Øyvind Nilsen and Eivind Lofthus joined Frode Stenstrøm to discuss the organisational and cultural work behind becoming data-driven.
February 13, 2024 • Webinar — Dea-Renate Miranda, IT manager at Human-Etisk Forbund, presented how the organisation built one unified membership system in Dynamics 365.
Automation | Article
The data agent gained a larger role in analytics
OpenAI’s Data agent could investigate company data and build shareable interactive dashboards. Access controls and source trails needed to follow analysis and action through the workflow.
Customer Service | Article
Service Agent gained tools for staffing decisions
WEM MCP tools enabled time-off requests, shift swaps and shift bids in Service Agent. Administrators could enable each tool for a role, team or pilot group.
Automation | Article
Copilot gained more context from Power BI
Power BI reports and semantic models became grounding in Copilot Chat and Cowork. Shared chats, synced notebooks and Planner status connected analysis with collaboration.
Automation | Article
Microsoft moved to a continuously updated roadmap
Microsoft replaced twice-yearly release waves with continuous roadmap publication. Customer processes needed to track status from development through rollout to launch.
Copilot Notebooks and Cowork gained more ways to share project context. Agent metrics and cost controls expanded in the admin centre.
Sales and Service Agent became generally available in Microsoft 365 Copilot. Dynamics described MCP actions across sales, service, field work and projects.
Sales | Customer story
Kartverket got a new, tailor-made customer portal built on modern technology – a foundation that makes it easy to add new services, integrations and improvements as users' needs evolve.
Customer Service | Customer story
OBOS Member Services brought its work together in one shared system and involved employees from day one. The result: a better overview, faster customer service and smarter use of time and resources.
Marketing | Customer story
Kristiania has digitised 16,000 student journeys – from recruitment and application to student life and alumni – in a customised CRM system that lets the school collaborate across former silos, driven by data.
Solution
Turn digital customer experiences into stronger customer relationships and more sales
Share a question or reflection.
Be the first to contribute.
