Case Study: Employee Ownership Association (EOA) cuts invoicing time by 93% with iMIS

Employee Ownership Association - Customer Case Study

The Employee Ownership Association (EOA) is a UK membership body that supports and promotes employee-owned businesses, serving 750+ member organizations and around 4,500 individual stakeholders. EOA struggled with disjointed, outdated CRM and CMS systems and time-consuming manual processes—particularly invoicing, event bookings and renewals—relying on spreadsheets and repeated data entry that impeded real-time access and efficient member management.

EOA implemented iMIS (with Connect Systems Global), centralizing CRM and CMS, automating invoicing and debt chasing, enabling online payments and self-service member updates, and integrating community tools. The change cut invoicing time by 93%, improved cash flow, increased operational efficiency and member satisfaction, and provided a scalable platform for future growth.

Employee Ownership Association