NACFB

NACFB, a non-governmental, not for profit organisation, aims to support and encourage micro businesses and independent financial advisors so that they can gain access to higher levels of funding.

NACFB approached us with the objective to increase their member base across the UK, provide a bespoke responsive design for the website and create an improved admin interface to manage applications, maintaining a smooth integration with their CRM.

The previous NACFB website was non-responsive and dated, with a complex UX consisting of multiple time-consuming forms and steps that the user had to complete. We worked through a process of consultation with the client, interrogating all aspects of the site, considering key messaging and simplifying the aims of the website.

• Increase the member base across UK
• Deliver an enhanced and improved NACFB website by providing members with a excellent experience that offered a strong search functionality
• Provide NACFB with an intuitive CMS, allowing admin to better manage the website and its content
• SugarCRM integration
• Specific user (Member & Patron) sections

The primary objective for the website was to increase the number of eligible financial advisors becoming members of the site.

NACFB’s primary goal was to help businesses in the SME market, so it was essential that the website carried and promoted material that was relevant, particularly in the area of micro-financing where NACFB focussed.

Together with NACFB, we focussed on improving the current business process rather than just the digital build. We looked to develop automation processes to help efficiency such as the CRM integration with the website.

One challenge for the project build was when the upgrade was released for the client’s CRM, which meant that we needed to update our tech stack so that everything worked smoothly with the right security measures in place.

Another challenge was the actual launch – we needed to manage multiple stakeholders from the CRM system to the hosting support, to their service desk, bringing all 3rd party suppliers together onto the same platform.