List of Professional Advantage Upbeat Customers
Sydney, 2060, NSW,
Australia
Since 2010, our global team of researchers has been studying Professional Advantage Upbeat customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Professional Advantage Upbeat for Association Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Professional Advantage Upbeat for Association Management include: Victorian Harness Racing Sports Club, a Australia based Leisure and Hospitality organisation with 22 employees and revenues of $60.0 million, Property Council New Zealand, a New Zealand based Non Profit organisation with 110 employees and revenues of $28.0 million, Carers NSW, a Australia based Professional Services organisation with 80 employees and revenues of $5.0 million, Association Of Anesthesia Clinical Directors, a Australia based Non Profit organisation with 17 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Professional Advantage Upbeat, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Professional Advantage Upbeat customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Association Of Anesthesia Clinical Directors | Non Profit | 17 | $2M | Australia | Professional Advantage | Professional Advantage Upbeat | Association Management | 2023 | Professional Advantage |
In 2023, Association Of Anesthesia Clinical Directors implemented Professional Advantage Upbeat as its Association Management solution, delivered by Professional Advantage to modernise CRM driven membership, events and marketing processes in Australia. The deployment uses Professional Advantage Upbeat built on Microsoft Dynamics 365 and leverages Power BI for consolidated reporting and insight, aligning the application platform with membership lifecycle and event management workflows.
The implementation configured core Association Management capabilities including detailed member segmentation, a personalised member portal, event registration and marketing automation workflows, and faster multi user operational workflows. Role based access controls and configurable security roles were applied to support governance across membership, events, marketing and operations teams, while Power BI was instrumented to surface operational dashboards and membership analytics.
Operational scope covered membership services, events operations and marketing for the Australian membership base, with Professional Advantage overseeing the delivery and configuration in 2023. The deployment produced a personalised member portal and improved member communications and operational resilience, as reflected in the implemented segmentation, portal personalization and multi user processing improvements.
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Carers NSW | Professional Services | 80 | $5M | Australia | Professional Advantage | Professional Advantage Upbeat | Association Management | 2018 | n/a |
In 2018 Carers NSW implemented Professional Advantage Upbeat as its Association Management platform, centralizing CRM and constituent management across its Sydney headquarters and regional offices in New South Wales. The deployment covered CRM-driven member engagement and case workflows alongside finance, HR and payroll functionality.
The Professional Advantage Upbeat implementation delivered an on premise Microsoft Dynamics 365 CRM instance extended by UpBeat, configured for constituent relationship management, case management and member engagement workflows. Parallel financial and HR systems included Microsoft Dynamics GP 2018 for core financials and HR3 for payroll and human resources, replacing Greentree MYOB for ERP and payroll, and a staff kiosk was provisioned to enable approximately 70 users to submit expense claims and leave online.
Integration work included a point to point integration of HR3 to Microsoft Dynamics GP, and a bulk data migration of approximately 500,000 records from an MS Access database using ScribeSoft to transform and map data into multiple CRM entities. Marketing automation was consolidated by replacing Mailchimp and SurveyMonkey with ClickDimensions inside Microsoft Dynamics 365 CRM, centralizing outreach and contact activity within the Association Management environment.
Project governance ran on a 12 month contract model with dedicated project management and business analysis, including gap analysis, UAT plan development, user acceptance testing and issues management leading to a live cutover and data migration. Deliverables recorded include Microsoft Dynamics GP 2018 for four finance users delivered on time and under budget on 30 June 2018, the HR3 payroll and kiosk rollout completed on 30 June 2018 for staff, and the Microsoft Dynamics 365 CRM solution delivered on Professional Advantage Upbeat with integrated marketing automation.
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Property Council New Zealand | Non Profit | 110 | $28M | New Zealand | Professional Advantage | Professional Advantage Upbeat | Association Management | 2022 | Professional Advantage |
In 2022, Property Council New Zealand implemented Professional Advantage Upbeat in the Association Management category, deploying Professional Advantage as the system integrator and leveraging the underlying Dynamics 365 platform. The implementation included an Agend member portal integration to consolidate a nationwide membership structure and to provide a unified front end for member interactions and self service across the organization.
The Professional Advantage Upbeat deployment focused on core Association Management capabilities including centralized membership management, event management workflows, finance integration points and automated invoicing processes. Configuration work emphasized registration tracking, membership lifecycle management, and a consistent data model to improve data quality across member and event records.
Integrations were explicitly scoped to the Agend member portal and finance systems, and the project covered operational use across member services, events teams and finance functions throughout New Zealand. The architecture combined the Professional Advantage Upbeat application with the Agend portal to streamline transactional flows between member touchpoints and back office finance processes.
Governance and rollout centered on centralizing membership data and standardizing invoicing and registration workflows to reduce manual processing. The project reduced manual invoicing work, improved registration tracking and data quality, and materially increased member satisfaction and reporting reliability.
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Leisure and Hospitality | 22 | $60M | Australia | Professional Advantage | Professional Advantage Upbeat | Association Management | 2016 | Professional Advantage |
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