Background
Over time, the Institute of Health Visiting (iHV) had accumulated multiple standalone digital systems with limited integration between them. As the organisation’s website supplier prepared to withdraw support, iHV needed a clear strategic plan for modernising its technology, improving efficiency and ensuring its digital tools could better support both staff and members. GetSavi partnered with iHV to develop a strategic business case, build a multi‑year technology roadmap, manage a supplier tender and support the organisation through implementation.
The challenge
Like many growing organisations, iHV had adopted different systems at different times to meet immediate needs. This resulted in:
- Fragmented data held across multiple unconnected platforms
- Inefficient processes and duplicated effort for staff
- Limited visibility of members and stakeholders across the organisation
- A website approaching end‑of‑life with its supplier ceasing support
- Uncertainty about where to invest, in what order, and at what pace
iHV needed strategic clarity, a future‑proof plan, and structured support to de‑risk decisions and ensure confidence at Board level.
Our approach
- Rapid discovery: Defined iHV’s back‑office, digital engagement and member‑experience requirements through collaborative workshops and documentation review.
- Strategic business case and roadmap: Developed a clear strategic business case and a multi‑year technology roadmap to guide investment, reduce risk and ensure alignment with organisational goals.
- Fair and transparent tender process: Led a structured supplier procurement exercise, enabling iHV to assess options objectively and select the supplier best aligned to their needs and budget.
- Project oversight and guidance: Provided expert support throughout early implementation, helping iHV manage delivery risks, navigate supplier conversations and maintain strong project governance.
The results
- Appointment of a supplier to deliver a modern CRM, member portal and website
- A shift from disconnected systems to an integrated digital ecosystem, enabling a ‘single view of the truth’
- Improved organisational efficiency through tools that better support staff in their roles
- Reduced implementation risk through experienced, hands‑on project oversight
GetSavi provided the clarity and structure we needed to go through this process of change for our staff and members with confidence.
The GetSavi team understood us right away and helped the whole management team agree the feasible options for the way forward, with the costs, pros and cons for each.
Key take aways
- A clear strategic business case enables confident, evidence‑based Board decisions.
- Multi‑year technology roadmaps ensure future investments are aligned to business goals and long‑term value.
- Effective transformation requires structured supplier evaluation and governance, not just system replacement.
