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A national professional body

Council and committee governance, centralised

Council members, committee preferences, nominations, meetings and agendas tracked manually. Now one platform, with member records fetched automatically and vacancies visible rather than discovered.

What changed

  • Preference and committee finalisation run as automated workflows
  • Member records are fetched automatically rather than looked up
  • Committee positions and vacancies are tracked continuously, not audited periodically
Zoho Creator

Where they started

Council members, committee members, preferences, nominations, meetings, agendas and committee composition all had to be managed and reported on. The process was manual, which made it slow at the points where it mattered most — finalising committees and preparing meetings.

What we built

A Zoho Creator platform with automated workflows for preference and committee finalisation, and integration to fetch member records directly. Committee composition tracking, meeting and agenda management, dashboards, reports and master data management sit on top.

SOURCE SYSTEMS BUILT AND RUN BY US WHERE IT GOES Membership system REST API 1 member details ZOHO PLATFORM Zoho Creator 2 Preferences and nominations Committee composition Meetings and agendas Master data Secretariat REPORTS 3 dashboards and reports Members NOTIFICATIONS 4 committee positions Used by: Secretariat, Committee members, Council
The membership system supplies member details by API to a Zoho Creator governance platform covering preferences, nominations, committees and meetings, feeding secretariat dashboards and member records.

All work