Unions have huge amounts of data to draw on in our membership records. But how do you get that data into the hands of the people in a union who need it, and how do you support them to understand how to act on it?
Unlocking the membership data building up in our CRM systems will tell us a lot about the ongoing operation of our unions, and the experiences of our members. And combining this with easy visual representations can help colleagues around the organisation to identify opportunities for growth, retention, organising and impact.
In this webinar, we heard from two unions seeking to bring actionable membership data direct to the reps and staff that need it. Alberta Seawright talked about NAHT’s work to define shared metrics for the union and track membership changes as they happen with new digital dashboards. And Paul Hawkins explained how PCS are seeking to bring data for membership and engagement to a wider audience across the union.
This webinar followed our earlier one on visualising data for bargaining, and continued themes around the use of business analytics tools in the union. NAHT are using Microsoft PowerBI with their Dynamics-based CRM (and planning to use SPSS as a way to broaden access without big licensing costs. PCS use the in-build reporting tools from their Salesforce CRM.
We’re really keen to support unions in extending their use of these kind of business analytics tools. If you’ve got thoughts on what might be useful in your own union, to help reps and staff access and act on data, please do get in touch.
You might also find useful our earlier report: Analytics for unions.