Client Overview

The Chartered Institute of Credit Management (CICM) is a leading professional body for the credit management sector, providing qualifications, guidance and support to thousands of members worldwide. Like many established institutes, CICM relied on a legacy system to manage its core membership operations. However, the limitations of their existing software presented challenges in delivering the high standard of service that CICM is known for. To address these issues and enhance their member experience, CICM engaged PSP, recognising our expertise in supporting and modernising legacy systems. 

Challenge

CICM’s legacy membership system was central to their daily operations, handling everything from member registrations to renewals and ongoing communications. Although the system was functional, it was beginning to show its age, making it difficult to maintain and integrate new features. CICM needed a trusted partner who could not only provide reliable support to keep the system running smoothly but also enhance its capabilities to meet evolving member expectations. The goal was to optimise the system’s performance and identify opportunities for automation, without disrupting ongoing operations or requiring a costly system overhaul. 

Solution

PSP began by analysing the existing system to understand its data structure and the specific reporting needs of CICM’s staff. Instead of recommending a costly system overhaul, our solution focused on enhancing the value of the current system through automation and modernisation. 

PSP extensive experience with legacy systems helped to deliver tailored support and enhancements for CICM’s legacy system. Our in-house development team conducted a thorough assessment of the system’s current status, evaluating its alignment with CICM’s business goals and pinpointing areas where performance could be improved. Drawing on our deep understanding of the membership sector, we collaborated closely with CICM’s team to identify specific pain points and areas for enhancement. 

PSP focused on both immediate fixes and long-term improvements. We introduced enhancements to streamline daily operations and automate repetitive tasks, freeing up staff time for more value-added activities. Our solution also included performance optimisations to ensure the system continued to operate efficiently, as CICM’s membership base expanded. Throughout the process, our team provided continuous support, ensuring that any updates or changes were implemented seamlessly, without disrupting CICM’s ongoing services to members. 

Results

By modernising rather than replacing the legacy system, PSP helped CICM avoid the significant costs of a complete system migration, saving thousands of pounds. The new solution has not only streamlined their reporting process but also improved data accuracy and usability, empowering the team to work more efficiently and effectively.

Conclusion

PSP’s modernisation of CICM’s legacy membership system transformed a time-consuming manual process into a streamlined, automated solution. We enabled CICM to significantly reduce their administrative burden and optimise their daily operations. This project illustrates PSP’s ability to deliver innovative, cost-effective solutions that extend the life of legacy systems while enhancing functionality. With ongoing support from PSP, CICM continues to benefit from a reliable and modernised system, allowing them to focus on providing high-quality services to their members.