Case Study: IHEEM (Institute of Healthcare Engineering and Estate Management) achieves paperless Direct Debits and streamlined member collections with Bottomline PTX Managed Service

Building a True Paperless Direct Debit Operation

The Institute of Healthcare Engineering and Estate Management (IHEEM) is a professional body of 3,500 members that collects annual fees by Direct Debit. Facing time-consuming manual processing, paper mandates, limited reporting and GDPR risks from storing bank details on-premise, COO Tania Davies led a cloud-first move to outsource Direct Debit management to Bottomline as part of a wider operational transformation.

IHEEM migrated to Bottomline’s PTX Managed Service (and moved its banking to Metro Bank) in six weeks, switching to 100% paperless mandates and removing sensitive bank data from its CRM. The automated service streamlined monthly collections, sped up phone sign-ups, improved reporting and communication, reduced admin and compliance risk, delivered cost and time savings, and enabled future self-service sign-up on the IHEEM website.

IHEEM

Tania Davies

Chief Operating Officer