Sustaining Digital Momentum Through Governance and Data Readiness

Critical Issue

A nonprofit membership association operating across multiple value streams—training, membership, and events—was navigating a complex digital transformation. The organization relied on a mix of legacy systems and manual processes that slowed progress and fragmented the member experience.

After an initial discovery phase, the organization recognized the need to sustain momentum while longer-term modernization efforts were being finalized. Concurrency delivered a focused 6–8 week initiative to strengthen governance, align data strategy, and deliver visible improvements centered on member experience.

Customer Profile

Nonprofit membership association

Key Problem

The organization faced operational silos, unclear data ownership, and disconnected user experiences. Without continued forward progress, the transformation risked stalling—creating inefficiencies, inconsistent reporting, and potential rework once larger investments in Microsoft Fabric and modernization began.

BUSINESS CHALLENGES

Before engaging with Concurrency for the Bridge phase, the organization faced several key challenges:

• Duplicate Manual Work: Staff repeatedly reconciled data across disconnected systems.
• Unclear Data Ownership: No single view of responsibilities for critical business domains.
• Fragmented Member Experience: Disjointed navigation and inconsistent page design reduced engagement.
• Risk of Lost Momentum: Strategic plans were defined but required applied governance to stay on track.

Outcomes

Operational Efficiency & Data Clarity

Established clear ownership of domain data, consistent KPI definitions, and a unified integration model—reducing manual reconciliation, improving coordination across departments, and enabling staff to focus on member value.

Enhanced Member Experience

Delivered visible UX improvements to key pages, simplifying navigation and reducing friction to better reflect the organization’s member-first mission.

Sustained Momentum & Reduced Risk

Maintained transformation progress through applied governance and product owner enablement, preventing costly rework and building confidence ahead of larger Microsoft Fabric and modernization investments.

our solution

1. Product Owner Enablement Framework
   • Conducted workshops and developed a playbook defining roles, responsibilities, and decision rights.
   • Equipped product owners with tools to prioritize features and steward data across value streams.
2. Navigation & Design System Pack
   • Refreshed UX for high-traffic member pages with simplified flows and updated styling.
   • Delivered measurable “member-first” improvements that reduce support requests and enhance engagement.
3. Data Stewardship & Domain Model Draft
   • Defined business domains and ownership linked to value streams.
   • Created a preliminary cross-system data model for consistent reporting and reduced manual reconciliation.
4. Fabric Foundation & KPI Dashboard
   • Ingested priority datasets into Microsoft Fabric using a medallion architecture.
   • Delivered a Power BI dashboard showcasing early wins with real-time KPIs—building visibility and trust in data.

LESSONS LEARNED & NEXT STEPS

• Governance and enablement are essential bridges between strategy and execution.
• Early wins in UX and data visibility sustain organizational confidence and momentum.
• Establishing clear ownership and shared KPIs aligns technical and business priorities for long-term success.

The organization is now positioned to advance to its next transformation phase—expanding Microsoft Fabric, modernizing systems, and scaling a member-first digital experience.

CONCLUSION

By partnering with Concurrency, this nonprofit membership association sustained its digital transformation trajectory through governance enablement, improved UX, and data readiness. The initiative delivered immediate impact while laying a strong foundation for future modernization and growth.