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PYB was able to enhance the performance of our member portal by creating new capabilities in a smart, efficient, and effective manner! A key feature of our member portal is to provide members access to embedded dashboards / analytics. After the initial build, we realized that we had failed to plan for certain use cases and lacked the technical capabilities to address the gaps in-house. We found PYB on a recommendation from a sister company and could not have been more pleased with the engagement. They asked thoughtful questions and made insightful recommendations while scoping the project; they worked expeditiously and met a very tight deadline; they delivered technical solutions that fully satisfied our requirements on time and under budget. I will continue to use PYB as we identify additional enhancements, and I highly recommend them them to others!!
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An implementation runs ten to fourteen weeks. Weeks one to four migrate member and supplier data and build the member-account and supplier-contract architecture. Weeks five to nine cover engagement scoring, retention workflows, and the member-portal and dashboard integration. Weeks ten to fourteen train the membership and supplier teams.
Yes. Members are accounts carrying engagement and utilisation, suppliers and their contracts are connected objects, and the link between a member and the contracts it uses persists. PYB has built member-and-supplier architectures, including embedded member-portal dashboards, for organisations sitting between two sides.
Member dashboards and analytics integrate through custom development and Operations Hub, delivering embedded reporting into a member portal, with data handled to the standards a healthcare membership organisation requires. PYB has built exactly this kind of embedded-dashboard member portal.
Marketing Hub Professional for member engagement and retention, Sales Hub Professional for supplier and member management, Service Hub for member support, Operations Hub for portal and data integration, and Custom Objects (Enterprise tier) to model members, suppliers, and contracts.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for member and healthcare-related data. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation — relevant proof when member and supplier data is moving platform.
A 15-minute call to walk through how member engagement, supplier contracts, and portal data could connect and what closing the gaps looks like. No prep, no pitch deck.