The Catholic Health Association of the United States (CHA) was ready to take its email communications to the next level. They wanted to create more personalized and automated messages for their diverse audience, but their existing Higher Logic Real Magnet system just couldn’t keep up. CHA turned to Ricochet to guide them through the process of selecting and implementing a new solution.
Ricochet’s first step was to evaluate HubSpot Marketing Hub and confirm that it could meet CHA’s specific requirements and negotiate a fair price. We also helped CHA choose a third-party SMS marketing solution, opening up a whole new channel for communication through text messaging. Ricochet also assessed different integration platforms but ultimately determined that CHA’s skilled IT team had the expertise to handle the integration with their Aptify AMS in-house.
To ensure a smooth data flow between the systems, Ricochet meticulously identified and documented approximately 200 data fields that needed to be synchronized with the AMS in real-time. Our detailed documentation proved invaluable, enabling the CHA team to complete the systems integration flawlessly and in record time. Thanks to Ricochet’s well-established implementation plan and go-live checklist, the project launched successfully and on schedule.
