Transforming Membership and Fundraising with Dynamics 365

Watts Gallery: Transforming Membership and Fundraising with Dynamics 365

Client Overview

Founded in 1904 as the only gallery in the UK devoted to a single artist, Watts Gallery – Artists' Village offers a unique insight into the life and work of 'England's Michelangelo' George Frederic Watts and his wife Mary Watts, the designer and founder of The Potters’ Arts Guild at Compton. Watts Gallery has a small but dedicated team managing approximately 40,000 admissions and 30,000 event attendees annually.

Project Objectives

The gallery sought a unified system to:

• Consolidate ticketing, membership, and donation data.
• Enable email tracking against stored records.
• Support volunteer and gift management.
• Record event-related data including invites and attendees

Solution Delivered

We implemented a tailored Dynamics 365 Customer Engagement platform using:

• Three Grey Monkeys’ Single Customer View (SCV) for ticketing and membership.
• 60to40’s Fundraising module for donor management.
• A bespoke one-way integration with Retail Integration, ensuring automatic data sync from their ticketing system into Dynamics 365.

Technical Highlights

• Power Automate was used to automate member communications and creating member engagement scores.
• Dynamics 365 dashboards provided real-time insights into membership trends, donor contributions, and engagement.
• Digital membership cards were introduced for convenience and mobile accessibility.

Implementation Strategy

• A data migration exercise was conducted to import legacy data from Donor Strategy and spreadsheets.
• Temporary measures were suggested to avoid double entry during the transition phase.
• Training sessions were strategically scheduled to align with full go-live readiness.

Impact & Benefits

• Streamlined membership renewals, reducing manual effort and ensuring timely processing.
• Automated communications freed up staff time for strategic initiatives.
• Improved data accuracy and visibility across ticketing, membership, and fundraising.
• Enhanced reporting capabilities through Dynamics 365 and embedded Power BI dashboards.

• Watts Gallery
• Dynamics 365, Integration, Membership, Fundraising