Modernizing Member Portal for Enhanced Efficiency and Engagement

The client’s existing member portal has been operational for over 20 years and no longer meets modern standards for efficiency, user experience, or the evolving needs of independent merchants. The outdated system suffers from technical debt, maintenance difficulties, and limited support for growth ambitions, leading to reduced operational efficiency and lower member engagement.

A national member-owned cooperative serving independent retailers and distributors in the building materials sector, aiming to improve operational efficiency, member communication, and digital engagement.

• Significantly enhance member communication and engagement through an improved digital platform.
• Streamline administrative and purchasing processes to increase operational efficiency.
• Improve the accuracy, reliability, and usability of key features such as buying programs and pricing tools.
• Strengthen platform security, maintainability, and mobile accessibility to support future growth.
• Drive increased registration and member participation, aiming for measurable growth in platform usage.

• User authentication and role-based access management for members, vendors, and employees.
• Dashboard view of buying programs, raw material prices, and internal communications.
• Rebate calculator and other self-service tools to automate manual tasks.
• Mobile-optimized interface for on-the-go access across devices.
• Real-time updates and notifications system for timely member communication.
• Administrative tools for content management, user support, and data analytics.
• Feature to facilitate registration, onboarding, and ongoing member engagement.
• Security and data privacy controls aligned with industry standards.
• Scalable architecture to support future feature additions and increased user load.

• Payment gateways for transaction processing
• Vendor and supplier data feeds
• Enterprise resource planning (ERP) or corporate systems for data synchronization
• Internal communication tools or messaging systems

• Platform should support at least 1,500 concurrent users.
• Feature enhancements and redesign should minimize user downtime and loading times.
• System security must adhere to industry standards, ensuring data protection and user privacy.
• Maintainability through modular architecture and comprehensive documentation.
• High availability with 99.9% uptime assurance.

The modernized member portal is expected to dramatically improve operational efficiency, reduce manual and repetitive tasks, and enhance member engagement. Anticipated outcomes include a significant decrease in manual rebate calculations, a reduction in inquiries about prices, and a measurable increase in membership registrations and platform activity, ultimately supporting long-term growth and competitiveness.