Dataverse
Power Platform
Power Pages
Azure
Microsoft 365
Verbände & Non-Profit
CAB
Charitable Action for the Blind
Modern, web-based platform replaces outdated MyTime system with user-friendly interfaces and BSV reporting.
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SSO Zürich
Digital Transformation of Member Services
Dental Association of Canton Zurich
Client
SSO Zürich
Industry
Verbände & Non-Profit
Duration
8 months
Team
3 developers, 1 UX designer, 1 product owner
A centralised, web-based solution replaces two separate FileMaker databases and unites member management with the organisation of the dental emergency service (NFD). With a self-service portal for members.
Challenge
SSO Zürich managed its members and the dental emergency service (NFD), a separate organisation within SSO, in two separate FileMaker databases. Member data was scattered, self-service options were missing and enquiries led to long processing times. The existing solution was hard to extend and stood in the way of modern member services.
Solution
Development of a modern member platform with self-service portal, automated document processing, and integrated CRM. Implementation of an API-first architecture for seamless integration with existing systems. Gradual migration of legacy data with zero-downtime strategy.
Project timeline
Project start “Apollonia”
December 2023First on-site workshops at Theia, internal data modelling.
Concept phase
January – February 2024On-site requirements workshops and technical refinements of the solution architecture.
Contract & backlog
February 2024Contract finalised, backlog set up in Azure DevOps.
Agile delivery in sprints
March – June 2024Daily stand-ups with the dev team: role concept incl. Ärztefon, Bexio integration, Mailchimp connection, invoicing and dunning.
Acceptance workshops F07–F10
May 2024Acceptance of requirement areas F07 to F10.
MVP acceptance
3 July 2024On-site acceptance at Theia.
Project completion
December 2024Steering committee incl. apéro at Theia.
Continuous development
From 2025Follow-up releases, Ärztefon interface, Corris connection, release planning.
Next expansion stage
2026Workshop “From efficiency to impact” with the SSO board.
Results
1
Significant relief through automated processes
2
Transparent emergency service organization
3
Cloud architecture for flexibility
Tags
Digital TransformationSelf-ServiceLegacy MigrationMember Management
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