Canadian Institute of Actuaries

Member Management Technology Strategy

The Challenge

The Canadian Institute of Actuaries recognized the need to modernize their technology stack to better support their long-term growth and organizational goals. They required a comprehensive current-state analysis of their enterprise architecture and strategic guidance to evaluate, select, and implement a new member management system (MMS) and website.

What We Did

We partnered with their leadership team to define their technology roadmap and provide ongoing oversight through the deployment of their new digital platforms.
Current state assessment of the enterprise architecture and technology strategy.
Business requirements definition and options analysis for a new Member Management System (MMS).
Fractional CIO services and project management to oversee the successful deployment of the new MMS and website.
Development of a new IT governance model and targeted member data segmentation strategies.

The Outcome

The engagement provided the Institute with the strategic foundation, project leadership, and modernized tools needed to drive ongoing business transformation.

Clarity: Delivered a comprehensive roadmap for growth and innovation, ensuring that all new platforms and integrations were aligned with documented organizational needs.

Efficiency: Successfully introduced a new IT governance model, optimizing their enterprise architecture and standardizing vendor management practices.

Adoption: Deployed a modern website and member management system designed specifically around the user experience and validated member needs.

Growth: Established a robust digital foundation and introduced new data segmentation strategies to foster continued member growth and engagement.

Differly has been an exceptional partner in our business transformation strategy. The team provided instrumental support with several of our strategic initiatives, including digital, member, and organizational performance. I would highly recommend working with Differly.

Daniel Pilon, CPA, CA,
Director, Membership, Finance and Operations
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