Member lifecycle
Public registration, administrative approval, membership numbering, subscriptions and suspension workflows.
PROJECT EXPERIENCE / Enterprise workflows
Multi-branch membership & accounting
Membership administration and financial records with branch-level control and central oversight.
THE BUSINESS CHALLENGE
The process behind the project.
A multi-branch organisation needs consistent membership records while allowing individual branches to manage subscriptions, receipts and expenditure.
OUR CONTRIBUTION
The engagement combines a membership portal with accounting workflows. Branch administrators manage day-to-day records, while a central role can review activity across branches.
FUNCTIONAL SCOPE
How the pieces fit together.
Subscriptions & arrears
Record receipts, review outstanding subscriptions and produce member and date-range reports.
Financial records
Donation and expense entries, supporting receipts, assets and depreciation categories.
Central oversight
Branch configuration, reporting, email reminders and queries between branch and central administrators.
ILLUSTRATIVE WORKFLOW
From input to action.
- Register member
- Approve membership
- Record transactions
- Review branch reports
Scope in context
The initial scope uses administrator-recorded payments. An online payment gateway and WhatsApp API integration were not included.
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