Case study

Enabling AGBIS to migrate content, events listings & resources

Delivering a platform to allow users to manage membership for different schools.

The Association of Governing Bodies of independent schools (AGBIS) supports and advises governing bodies of schools in the independent sector on all aspects of governance, under the umbrella of the Independent Schools Council. 

Schools join AGBIS at a school level with clerks and bursars managing the administration of governing boards. Governors need easy access to the latest regulatory advice and network events.

The Challenge

AGBIS had an outdated website and a CRM that was no longer fit for purpose.

Clerks at independent schools often manage the business of governing boards for multiple schools.  They need to easily book governors onto events, share confidential information and manage meetings.

The association required a platform which would give member organisations and their administrators the tools to manage their business and share the latest guidance on school governance.

A new simple solution was required urgently. This challenge was complicated by the fact that AGBIS was undergoing significant organisational change at the same time.

Enter ReadyMembership.


The project

AGBIS’s new membership platform contains a wealth of useful features - available out of the box.  The benefits for member schools, their administrators and AGBIS are clear:

Benefits for schools

Easier management of school boards

Clerks and bursars can:

  • login to ReadyMembership, add and remove governors and update their details

  • share important documents and manage meetings

  • book governors from different schools onto AGBIS events

School Switcher

As a single clerk or bursar can manage multiple governing boards a switch button was added to the AGBIS website. This allowed admins easily to move between school profiles and manage different boards

Benefits for AGBIS: A hassle-free transformation 

  • Migration of content, events listings & resources - reducing the demand on AGBIS’s small team
  • Xero integration - all payments are captured in the CRM and automatically synced to the accounting software
  • Flexible configuration of subscription packages & plans - AGBIS has multiple types of membership
  • Eventfolio -  the events tool lets the team manage bookings, create events pages and send automated join emails & reminders

The result

AGBIS’s new website and membership management platform has improved communication with members and given their schools the ability to run their governing school bodies. AGBIS said:

We are already seeing enormous benefit with our members able to login and book their governors onto our event and access member resources. The system is very intuitive and easy to use. We have received positive feedback from members about the ‘look’ and ‘feel’ of the system.




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