The Ordre des Technologues Professionnels du Québec

• Founded in 1927
• Board of Directors of 15 members
• Over 3,600 certified members
• Over 600 affiliated students

The OTPQ made a general observation: the membership management solution used until then was creating important stakes of tenure performance for its members. With this obsolete tool, navigation and data entry remained complicated. Largely managed externally, there was a lack of control and reliability. In addition, the majority of requests were made using paper forms. The Order, like any other Order, was also required to comply with the Professional Code to manage its register of members. To respond to all of these issues the OTPQ sought a new solution.

Thanks to word-of-mouth among professional orders, the OTPQ met with Eudonet, who were among the sponsors of the CIQ 2019 congress. A personalized appointment was then agreed upon. The Order selected and met with a total of 3 suppliers and had them submit bids for its project. Finally, several meetings were held with Eudonet, during which demonstrations adapted by trade and explanations were shared. Thanks to all this joint work, the CRM project started with scope, methodology, implementation scenario, provisional schedule and budget.

The OTPQ’s selection criteria for its CRM were :

• Modern tool
• Controlled internally
• Enabling process automation
• Giving access to certain functions by the members themselves.

In the end, they chose Eudonet for the following reasons:

• “Very good proposal”
• “A professional, competent and dedicated team that has given us a great deal of confidence”