Case Study

The Council for Advancement and Support of Education

The Council for Advancement and Support of Education (CASE) is the global association for professionals in advancement—alumni relations, communications, development, marketing, and advancement services—who share the goal of championing education to transform lives and society. 

When Forum One first started working with CASE, the organization was facing two big challenges. First, the association of educational institutions was growing fast around the world and needed to balance the needs of domestic and global members. Second, they had ambitious membership and retention goals in their new strategic plan. Forum One worked with CASE to envision a redesigned member experience and develop a three-year strategic roadmap to move from an event-first strategy to a digital-first strategy. 

LIVE SITE

Goal-Driven Strategic Planning

Forum One partnered with CASE to develop a comprehensive digital strategy to support their new strategic plan goals and increase membership and retention. Using a combination of member and stakeholder surveys, interviews, workshops, and analytics assessments, we developed a thorough understanding of CASE’s stakeholders and members, clarified organizational priorities as they relate to digital strategy, and mapped the current business landscape. 

Using these insights to guide us, we defined the strategies and tactics that CASE needs to use over the next three years to meet their organizational goals. We worked with CASE’s executive team to craft a Digital Strategy Roadmap that guides the near- and medium-term implementation and operation of a new digital ecosystem. This included recommendations on digital product mix, design direction, content strategy, governance, supporting technology, and implementation/budget plans.

Redesigning the Digital Ecosystem for Members

The first phase of implementing the roadmap centered on redeveloping and redesigning case.org. Not merely a website but a true digital ecosystem, CASE’s new digital presence features single sign-on integration with seven partners — including Personify and Higher Logic — for a wide range of functionality such as member profiles and content, an e-commerce store for member products and resources, association management, email marketing, and more. 

Our team engineered this unified experience in Drupal 8, delivering CASE a flexible and scalable platform and a cohesive design system to develop and share tailored resources with members. We guided CASE in migrating content from multiple sources, including WordPress and Ingeniux CMS sites, into Drupal 8, and trained staff on best practices for content creation and administration in the new CMS. 

Ongoing Strategic Partnership

As part of our ongoing work to implement the strategic roadmap, the Forum One team is also providing branding, communications, marketing, advertising, and analytics support the CASE team in growing their impact, tracking progress and making data-driven adjustments to their digital strategy. 

The next phase of our work with CASE will include developing additional functionality, site enhancements, and products to deliver ever more customized resources and greater value to members. 

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