HRNZ enhances their membership management with Dynamics 365

HRNZ, also known as Human Resources New Zealand, is an organization committed to lifting the professional status of HR practitioners across the country. By providing professional development courses, events, and industry-focused content, HRNZ empowers its members to enhance their skills and advance in the field of human resources. 

However, the organization faced several challenges in its system: 

• Limited Member Insights: HRNZ lacked sufficient information about its members due to information sitting in different systems or spreadsheets, making it difficult to tailor services to their specific needs. 

• Inadequate Technology for Professional Development: Their existing systems did not support a structured professional development journey for members. 

• Complex Event Registration: The registration process for courses and events was not seamless, creating barriers for members looking to participate. 

• Disconnected Systems: HRNZ relied on multiple standalone platforms—Eventbrite, Mailchimp, SuiteCRM, and Xero—which were not integrated, leading to manual data entry and inefficiencies. 

These challenges highlighted the need for a more streamlined and integrated approach to member engagement and service delivery. 

Solution

HRNZ partnered with Ocular for CMS implementation and Magnetism for Dynamics 365 integration, creating a seamless digital experience for their members. 

Using Power Pages, Magnetism built a personalized, user-friendly website where members can log in to update their information. Any data entered is automatically saved to HRNZ’s CRM, ensuring accuracy and eliminating manual data entry. 

The improved website also streamlined event registration, making it easier for members to sign up for courses and events. With a dedicated dashboard, members can now view their details, track their registrations, and manage their engagement with HRNZ. 

Additionally, HRNZ can customize fields within the CRM, ensuring flexibility to meet evolving needs. The CRM is also fully integrated with Xero, enabling efficient financial management and further reducing administrative workload. 

The project was completed in two phases: Phase One focused on the members' website, while Phase Two involved the organization's portal. This phased approach allowed for a transition period, giving the back-office staff time to adapt—particularly to the CRM and its new workflows—while also ensuring that all integrations functioned correctly. 

Results

Through the partnership with Ocular and Magnetism, HRNZ successfully transformed its digital ecosystem by integrating its website, Dynamics 365, and Xero. This led to several key improvements: 

• Accurate & Automated Invoicing – The Xero integration streamlined invoicing, reducing manual effort and minimizing errors. 

• Real-Time Reporting & Insights – The new dashboard provides instant visibility into key metrics, such as upcoming membership expirations, renewal rates, and chartered application progress—processes that previously required significant manual effort. 

• Personalized Member Experience – With improved segmentation, HRNZ can now tailor content for members, ensuring they receive only relevant information while eliminating unnecessary clutter. 

These enhancements have significantly improved efficiency, member engagement, and HRNZ’s ability to support professional development within the HR community. 

Why Magnetism?

Magnetism has worked seamlessly with Ocular, ensuring smooth project management and a collaborative approach to problem-solving. Both teams are committed to working closely with HRNZ, exploring solutions, and optimizing outcomes. Their willingness to collaborate, adapt, and find the best path forward makes their partnership highly effective and valuable. 

For organizations seeking a reliable, results-driven partnership, Magnetism and Ocular provide a proven combination of expertise, innovation, and teamwork.