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Our approach is built on two pillars:

Empowering you to re-engineer your business processes to maximise your investment in our technology.

Ensuring you get the most out of the platform in the short, medium, and long-term through high quality support and client engagement.

Supporting your journey

Digital Transformation requires a staged approach addressing technology, data, process, and organizational change.  We will work with you through a continually evolving lifecycle with the following steps to ensure success:


Even before we start, we will help you to challenge your processes, prioritise digital-first initiatives, and automate your core tasks. Our business consultants are all membership technology experts focussed on delivering high quality outcomes for your members and staff..


Business process re-engineering

A new membership management platform is the perfect opportunity to improve your core processes for the digital age. From joining journeys through to renewals, our team will ensure your core processes are best in class, optimised for member engagement and business efficiency.


Data Migration

Migrating your precious member data into Silverbear 365 is one of the most critical technical services. We follow a tried and tested approach that has been finessed over 10 years, executed hundreds of times, and is fully compliant with GDPR and data security best practices. As the custodians of your data transfer, we take full responsibility of the process and minimise risks. Rest assured we get your house in order with accurate and up-to-date data ready for the future.



Supporting you to get the most from Silverbear 365 is our highest priority. We will ensure your team hits the ground running and continues to develop their skills. Initial training is vital, but it doesn’t stop there. Our Client Engagement Team will ensure you have access to the latest insights and resources through frequent interactions, plus our pledge to meet ‘in-person’ at least four times a year through your personalised ‘Client Engagement Plan’.



When the big day arrives, its critical for everyone that you are ready to go live. On site support, high quality documentation, recorded tutorials and efficient project management will ensure you can hit the ground running and maximise your use of Silverbear 365 from day one..


World class support

Go live is just the start of your journey. Our team of first, second, and third-line technical support agents will be there to ensure you stay on track. All of our team members hold Microsoft accreditations, meaning you are in the safest hands possible, and we pride ourselves on excellent communication and responsiveness.


Performance improvement

Silverbear 365 will help you to engage with your members, manage your core financial processes, and deliver insights into how you can improve your organisation – but it can deliver much more. By helping you to make the most of your data, we will support you to realise your full potential. We will deliver a tailored Client Engagement Plan that is focused on continual performance improvement.


Digital enablement

We will help you develop a strong internal team to utilise Silverbear 365 for business improvement to truly unlock the benefits of digital transformation. Over time, our relationship will naturally evolve. You will look to us for less direct services and we will become an enabling partner that ensures your team makes the most from the Microsoft Dataverse. We work with all our clients to embrace this journey and will continually develop new and innovative ways to work with you.


To pull off a transformation project of this size is not an easy prospect, let alone at a time when we have never been busier and staff on both sides are working remotely. Silverbear provided the guidance we needed to get the project successfully across the line to support our members in challenging times.

Mark Williams

CRM Programme Director (Contract), Royal College of Nursing

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