Project Details

Our Customer sought to modernize its member engagement and data management. They had been utilizing Square 9 to store their essential documents. Their process had included forwarding forms, filled out by hand, to the local office for manual data entry into their AS400 and scanning into SQ9 after a cover sheet had been printed and attached to the form.

As their licensing contract with SQ9 was approaching its end, Union leadership recognized the opportunity to make their key forms simpler to complete, store, and process.

The objective was ambitious: migrate 730,000 membership and grievance files from SQ9 and launch a new, fully digital application process. The vision was for potential members to simply scan a QR code in their workplace and apply for membership instantly via an online form, with all data feeding securely through the union's AS400 system. The form would also make use of eSignature technology—eliminating the need for paper forms, handling physical paper, scanning and then manually processing every new application. In addition, our Customer had a tight deadline to migrate their documents before their license with SQ9 expired.

TEAM IM stepped in and created a migration script and application to bring every document—approximately 730,000 secure documents— and associated metadata from SQ9. 

A new electronic membership application was then integrated for members to be access, complete, sign, and submit the form through a QR code. Additionally, TEAM IM was able to set up hot folders functionality to make adding documents in a consistent and standard fashion simple

In today's dynamic technology environment, adaptability is critical to success. Shortly after the project was finalized, an unforeseen evolution in a technology partner's product roadmap meant a key component of the solution was deprecated.

TEAM IM immediately took ownership of the situation, initiating a two-pronged response focused on protecting our Customer's investment and goals. First, we leveraged our strong partner relationship to advocate on Customer’s behalf. Second, our development team began architecting a new, more robust custom webform solution using Angular to replace the deprecated functionality.

This strategic pivot required a deliberate adjustment to the project timeline. This allowed our team the necessary time to both see the partner negotiations through to a positive financial resolution for our Customer and, most importantly, to develop, test, and deploy a superior, custom-built application.

The result of this dedicated effort was a seamless transition to a more powerful and tailored solution within a matter of weeks. Demonstrating our unwavering commitment to the partnership, TEAM IM accomplished this without additional cost to the original budget. The new webform is now live, successfully transforming how they engage with their members and proving that even unexpected challenges can lead to superior outcomes with the right partner. Both teams have since decided to partner through ongoing support and enhancements, allowing our Customer peace of mind knowing they have TEAM IM's dedicated professionals at hand and ready to help when new ideas arise.