CII’s Technology Transformation with Versatile Commerce

Versatile Commerce enabled the Chartered Insurance Institute (CII) to enhance their existing technology landscape by integrating modern functionalities with their legacy systems, improving their member communications, and overcoming a variety of operational challenges through tailored technology solutions.

Business Challenges

Legacy systems and operational hurdles

The Chartered Insurance Institute (CII), headquartered in London and chartered under the UK monarchy, is an esteemed organisation serving insurance and financial services professionals. CII sought to enhance its technology infrastructure and streamline operations while integrating with its legacy systems.

Key challenges included:

Legacy Systems Integration with New Technology: While CII continued to rely on a well-established technology stack for core business operations, they sought to integrate modern solutions without disrupting ongoing processes.

Enhancing Communication Efficiency: CII's manual communication processes, particularly for member renewals and course updates, were time-consuming and expensive. The institute needed a way to digitally streamline these processes, reducing reliance on physical mail and improving member engagement.

Managing Membership Structures: CII members' qualifications and course completions determine their membership levels, resulting in regular fee adjustments and skill-based upgrades. The requirement was to create a robust application capable of automatically handling these level transitions, fee transactions and adjusting membership pricing accordingly. This necessitated going beyond the standard off-the-shelf capabilities.

Solution

Custom solutions for CII's technology modernisation

Versatile Commerce initiated the project by conducting a comprehensive evaluation of CII’s technology environment, offering strategic guidance on how to integrate modern systems with their existing legacy framework. After a successful evaluation, we implemented a series of tailored solutions.

Our comprehensive technological solutions and support include:

Technology Integration and Modernisation

We upgraded CII’s technology by migrating their website from .NET to Magento while integrating legacy systems. We also modernised their IT infrastructure by integrating Microsoft Business Central.

Bespoke Communications Engine

We developed a bespoke communication engine that automated member communications, significantly reducing costs associated with physical mail and improving member engagement.

Custom Integration for a Smooth User Experience

We tackled CII’s complex requirements by developing custom integrations between Magento and Business Central, accommodating intricate product structures and pricing models.

Seamless Integration with Azure Cloud

During the integration journey, Versatile Commerce collaborated closely with CII’s technical and DevOps teams to ensure a seamless transition to Microsoft Azure. This involved handling technical complexities, maintaining security standards, and ensuring uninterrupted business operations.

Ongoing Maintenance and Support

Our team continues to provide dedicated maintenance and support, addressing technical issues as they arise and ensuring smooth, uninterrupted operations.

Our comprehensive technological solutions and support include:

Technology Integration and Modernisation

We upgraded CII’s technology by migrating their website from .NET to Magento while integrating legacy systems. We also modernised their IT infrastructure by integrating Microsoft Business Central.

Bespoke Communications Engine

We developed a bespoke communication engine that automated member communications, significantly reducing costs associated with physical mail and improving member engagement.

Custom Integration for a Smooth User Experience

We tackled CII’s complex requirements by developing custom integrations between Magento and Business Central, accommodating intricate product structures and pricing models.

Seamless Integration with Azure Cloud

Ongoing Maintenance and Support

Our team continues to provide dedicated maintenance and support, addressing technical issues as they arise and ensuring smooth, uninterrupted operations.

People working at desk, documents and calculator

Outcomes

Optimized operations and substantial cost reductions

By implementing the bespoke communication engine, CII achieved significant annual savings by reducing postage costs and minimizing returned mail. The digitisation of communication processes has also resulted in improved member engagement and fewer operational delays.

The integration of modern technology with legacy systems allowed CII to manage its complex membership and pricing structures more efficiently, leading to enhanced revenue growth through improved handling of membership renewals and pricing adjustments. Additionally, the Azure cloud integration provided a scalable and secure platform for CII’s operations, ensuring continued operational efficiency.

Why Versatile Commerce?

At Versatile Commerce, our unwavering commitment to our clients is the cornerstone of everything we do. We go beyond simply understanding their challenges and complexities and embrace innovation to develop transformative, bespoke solutions tailored to the unique needs of our clients. We simplify complex challenges into elegant, user-friendly solutions that consistently deliver. Choose Versatile Commerce for unparalleled adaptability, expertise, and a seamless journey towards digital transformation.