0845 6439 126 info@cofficient.co.uk

Background

The Royal British Legion Scotland has been in existence for nearly 100 years and is the largest veterans membership organisation in Scotland.  The charity are custodians of remembrance and provide veterans support services, comradeship events and much more. It has over 26,000 members, 153 branches across Scotland and 63 clubs. The Royal British Legion Scotland concentrate around providing practical support for veterans and their families and network of comradeship and membership facilities.

Problem

With a membership base of 26,000 The Royal British Legion Scotland needed a system in place to help us manage and track the members information. The charity also needed a system that would assist with tracking cases for veterans support and something that would in future support the events programme and financial requirements.

Claire Armstrong, Head of Administration & Membership at The Royal British Legion Scotland said:

“We had no central database system, we used Microsoft Word and Excel and had many many files saved in different places all over the central server.”

When selecting a solution cost, speed of implementation and customisability, factored in to the decision.”

Claire Armstrong commented:

“We needed a cost effective system that would enhance our central services and improve the speed and efficiency of our Head Office function.

Also, we have a unique business processes so we needed a solution that was completely bespoke and not “out of the box”. In addition, we needed something that will to expand and grow with us as we develop the organisation in years to come.”

During the selection The Royal British Legion Scotland looked at NetSuite, Advanced NFP, Harlequin, Microsoft Dynamics, NFP360, Raisers Edge and ThanQ.

Claire said:

“We implemented NetSuite as it was competitively priced and is flexible system that would be customisable to suit our needs. We also needed a system that would be easy to use to staff could be trained quickly and get used to a new way of working”

Results

Since Cofficient implemented NetSuite for The Royal British Legion Scotland they are experiencing many benefits. Claire concluded:

“We now have a more accurate database of our membership and we are able to deal with queries and cases quickly and efficiently.

There is definite time saving in place and we are able to process cases better and answer more direct queries as we have a wealth of information in one place.

Cofficient has been very supportive in walking us through the whole process from beginning to end and supporting the challenges and changes we have required once the system went live at the beginning of the year.”