How We Can Help
Whether you’re rethinking your CRM, exploring AI, or streamlining operations, BSI delivers practical solutions built for membership-based organizations.
Digital Modernization & AI Strategy
We help you modernize your systems and workflows, combining strategic planning with responsible AI adoption. From future-state planning to small AI pilots, we make innovation approachable and aligned with your mission.
Supports:
Digital Modernization | Workforce Capacity | Trust & Transparency | Member Value
Services include:
- Journey mapping and systems audit
- Roadmaps with ROI analysis
- Responsible AI policy and governance
- Stakeholder workshops and change enablement
- Staff training on AI concepts and comfort
- Quick-win automations and pilot deployments
Learn More About our AI Tools
Process Optimization & Automation
We reduce friction and increase capacity by redesigning workflows and automating manual tasks — without adding complexity.
Supports:
Workforce Capacity | Financial Resilience | Trust & Transparency
Services include:
- Workflow mapping across membership, finance, and compliance
- Business process automation
- Data governance to reduce duplication and improve access
Data Intelligence & Visual Analytics
We connect your systems, clean your data, and turn it into insights you can act on — and communicate with confidence.
Supports:
Demonstrating Member Value | Engagement & Retention | Financial Resilience
Services include:
- Unified data warehouse and automated pipelines
- Dashboards with KPIs, forecasting, segmentation, and drilldowns
- AI-powered support tools
- Predictive analytics for churn and member engagement
- Impact reporting and evidence for grants
Secure AI & Workflow Integration
We embed AI tools into your operations responsibly — improving service while protecting member trust.
Supports:
Engagement & Retention | Member Value | Trust & Transparency
Services include:
- Internal AI assistants for staff knowledge and support
- Low-code automations and member-facing chatbots
- Custom GPT-based assistants for portals
- Built-in privacy, data governance, and security best practices
We focus on meaningful, responsible AI — not hype.
CRM & LMS Implementation
From iMIS to learning platforms, we implement systems that do more than track — they drive engagement and support your mission.
Supports:
Engagement & Retention | Digital Modernization | Member Value
Services include:
- CRM or LMS selection, configuration, and implementation
- Member journey design and touchpoint integration
- Platform integration across programs, events, donations, and communications
- Ongoing support, enhancements, and team enablement
We make complex implementations collaborative and manageable.