A bespoke platform called Basis Workspace. Functional, but built on fragile foundations.
BASIS Registration had built their operational platform, Basis Workspace, over a number of years. It worked. But the infrastructure underneath it was aging, maintenance was becoming increasingly difficult, and the business needed to move to a cloud-hosted environment to reduce risk and open up new capability.
At the same time, members were asking for a self-service customer portal, and the existing CRM was not integrated tightly enough to be useful. Three problems, all needing to be solved without disrupting the registration services the business depended on.
Agile delivery, coordinated across the business and a third-party development team.
Led the programme using an agile delivery approach, working iteratively to manage risk and maintain operational continuity throughout. Coordinated requirements, design and testing across the internal team at BASIS and the external development partner responsible for the Basis Workspace build.
Ran structured business analysis to define what the portal needed to do, how the CRM should integrate, and what the migration to cloud infrastructure required, documenting decisions clearly enough that the development team could build to them without continuous back-and-forth.
Connecting Xero, CRM and the new portal into one coherent system.
One of the more complex aspects of the programme was the integration layer: connecting the cloud-hosted Basis Workspace with Xero for financial processing and the CRM for member management. Integration points that seemed straightforward in design often required careful analysis in practice.
Worked closely with the development team to define the integration specifications, identify edge cases early, and ensure the member portal delivered a clean, consistent experience from day one.
Cloud migration completed. Portal delivered. Integration live.
Basis Workspace successfully migrated to cloud infrastructure, with no disruption to registration services during the transition. The customer portal went live, giving members self-service access for the first time. Xero and CRM integrations operational from launch.
The programme delivered all three objectives on time. A result of treating the business analysis and coordination work as seriously as the technical development.