The solution: put the most-changed parts in BCNZ’s hands
Over the last two years, XP has worked with BCNZ to update the registration forms and their integration with the CRM, building in self-service wherever things change most.
Editable instructions
This year, XP replaced the hard-coded instruction text throughout the form with editable sections. The national office can now update wording themselves, and if someone calls or emails five minutes after a change, they can fix it on the spot.
Recommendations BCNZ controls
When Baptist leaders reach the Baptist whānau section, the portal highlights the items BCNZ recommends for their role, based on their earlier answers. Since last year, BCNZ has controlled those recommendations itself, so they can change each year without a developer.
Two registration periods
XP built registration periods into the CRM, so each person is set as a November or May registrant, and the portal’s registration form only opens to them in their chosen period. BCNZ aims to split Baptist leaders roughly in half, about 125 in each.
Clear change management
When BCNZ asked for extra work mid-project, XP broke the estimate down request by request so BCNZ could choose what to go ahead with. Weekly catch-ups kept both teams aligned, and the project was delivered on time and within the agreed scope.
BCNZ doesn’t control the whole form and doesn’t need to. The parts that change most are now theirs, and XP looks after the technical programming.