CIPA

CRM/Database Integrated Platform

Creating a seamless, user-friendly digital platform that met the professional and operational needs of the UK’s body for patent attorneys.

Establishing a stronger digital foundation for CIPA (Chartered Institute of Patent Attorneys) in the UK required the Koded team to conduct extensive scoping meetings to deeply understand the business flow and balance the diverse requirements from the website by all departments.

This through upfront engagement was integral to the project’s success as Koded was able to create a seamless, user-friendly digital platform that met the professional and operational needs of the UK’s body for patent attorneys.

Developing a comprehensive CRM and database integrated platform for CIPA

Project Objectives:

The primary objective of this project was to develop a comprehensive CRM and database integrated platform for CIPA, the governing body for all IP lawyers in the UK.

The key goals were:

  • Create an integrated CRM system.
  • Develop a robust database to manage member information.
  • Enhance the overall digital presence of CIPA.

Understanding the complex requirements of CIPA, which required multiple scoping meetings and in-depth discussions with stakeholders.

The project scope included:

  • Complete new brand, logo and messaging for CIPA.
  • Full CRM system integration.
  • Build a new webshop function.
  • Create a new digital journal section.
  • Supply new supporting social and promotional material.

One of the main challenges of this project was the Koded team needed to thoroughly understand the complex requirements of CIPA, which required multiple scoping meetings and in-depth discussions with stakeholders.

Innovative strategies to tackle unique project requirements

Innovative Approaches:

To address the unique aspects of this project, Koded employed several innovative strategies:

  • Extensive Scoping Meetings: Conducting numerous scoping meetings to fully grasp the client’s needs and expectations, ensuring a clear and thorough understanding of each department’s requirements for the new website.
  • Complete rebrand of CIPA: From logo, imagery, colour palette and font. Koded created a whole new brand for CIPA, whilst treating with respect the 125 year heritage CIPA has.

Working with Koded Web was a breath of fresh air. They have a professional approach that made the process smooth while bringing real creativity, and strategic focus as well as attention to detail. Their passion for digital solutions provided a superb result.

Neil Lampert

Deputy Chief Executive, CIPA.

Understanding the complex needs of CIPA and integrating the CRM with the existing database was challenging. However, through meticulous planning, continuous communication and using project management tools, the project was executed smoothly without significant deviations from the initial plan.

Success Metrics and Outcomes:

  • Successful integration of the CRM system: the database for a governing body of this size was huge and can have multiple entries per client. Koded needed to sync the site dashboard and user profiles to each of these roles and ensure the correct data displayed in each user’s account.
  • Improved Digital Presence: The new platform enhanced CIPA’s digital presence, providing a more streamlined and efficient user experience.
  • Project Timeline: The project was completed within the 9-month timeframe, meeting all key milestones.