Background

Australia and New Zealand Institute for Insurance and Finance (ANZIIF) is the leading membership, training (RTO) and professional development organisation for the insurance and finance industry in the Asia-Pacific region.

ANZIIF sought a modern CRM solution to replace its legacy platform, ensuring future operational flexibility and efficiency. The organisation partnered with CMC to conduct a comprehensive CRM Evaluation process that would meet its strategic needs.

Evaluation Approach

CMC implemented a structured evaluation methodology that included:

  • Conducting workshops with business process owners.
  • Defining detailed business and technical requirements.
  • Creating a “Day in the Life Of” Business Scenario to guide vendor presentations.
  • Managing a rigorous Request for Proposal (RFP) process.

The CRM selection focused on three primary dimensions:

  • Functionality: Ensuring the solution meets ANZIIF’s operational requirements
  • Cost-Effectiveness: Identifying solutions that provide value
  • Cultural Alignment: Finding a vendor that matches ANZIIF’s professional standards

CRM Evaluation Results

CMC project managed the entire Evaluation process. preparing a comprehensive Vendor Selection Report for ANZIIF’s executive team. The organization successfully identified its preferred CRM solution and transitioned to the Detailed Scoping and Design Phase.

The evaluation approach exemplified ANZIIF’s commitment to professional excellence and technological modernisation, aligning with its mission to support the insurance and finance industry’s evolving needs.

”CMC’s process provided ANZIIF with clear decision points throughout our CRM Evaluation.
Thank you also for all the excellent work you did on preparing our RFP. The document reads well, and we were very pleased with the CRM Evaluation process to find us a new CRM Vendor and Solution

Luke Davies - GM Professional ServicesANZIIF