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LeadingAge PA: A Website Redesign on DNN and Microsoft Dynamics CRM

Aging ServicesPennsylvania, United States
LeadingAge PA website cover for our DNN and Microsoft Dynamics CRM redesign case study

Project overview: a ground-up website for LeadingAge PA

LeadingAge PA represents Pennsylvania nonprofits that provide housing, healthcare, and community services for older adults. For its 50th anniversary we redesigned and rebuilt the website on DNN and Microsoft Dynamics CRM, with a WordPress blog, and launched on June 11, 2013, on time and on budget.

About LeadingAge PA

LeadingAge PA is a trade association for Pennsylvania nonprofit organizations that provide housing, healthcare, and community services for older adults. Members come to the site for advocacy, education, and the practical tools of membership.

Why the site had to be rebuilt

LeadingAge PA asked for a redesign that would strengthen the visual presence, the functionality, and the experience, both for members and for the staff who administer content. The organization already had a CMS and a CRM. The new site had to work inside that pair of systems.

The rebuild marked the organization's 50th anniversary. The previous site had not been updated in many years. The design and the experience needed an overhaul, the site was hard to maintain, and integration with the association management system did not give members a usable path into member features.

DNN and Microsoft Dynamics CRM

We used DNN Evoq Content, formerly DotNetNuke, as the CMS and the foundation of the website, and Microsoft Dynamics CRM for membership. DNN is a .NET content system staff can publish in. Dynamics CRM was already how LeadingAge PA managed membership. The new site connects the two for content, membership management, and ecommerce.

Cloud hosting and the way the site was built were chosen for availability and performance.

The work, in three phases

Phase I. User experience consulting and architecture. User interface design. Help choosing and analyzing the CMS. A DNN skin. A WordPress theme. Hosting setup and the DNN installation. Content migration.

Phase II. Custom CMS modules. Microsoft CRM integration for membership, for authentication and authorization, and for business directories.

Phase III. DNN administration training. WordPress production deployment for the blog. DNN production deployment.

We also put a support and maintenance agreement in place, written for this organization, and continued that support after launch.

What changed for members and staff

  • Content staff can change. With DNN as the foundation, the web team can swap content and control the message without a developer for every edit.
  • A taxonomy. The site can cross-link and promote content on lower-level pages.
  • A blog that matches. The LeadingAge PA blog runs on WordPress. The theme is designed so moving between the DNN site and the blog feels continuous.
  • Search and social. Custom SEO and social channel integration were part of the launch.
  • Membership through the CRM. Sign-in, member profiles, and directories come from the Dynamics integration, so members reach information they did not have a clean path to before.

The site launched on June 11, 2013, on time and on budget.

Member sites in healthcare and aging services

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The Challenge

LeadingAge PA needed a website with a stronger visual presence and a better experience for members and for the staff who publish content. The old site had not been updated in many years, it was hard to maintain, and the connection to the association management system did not give members the access they needed.

Our Solution

We redesigned and rebuilt the site on DNN Evoq Content and Microsoft Dynamics CRM, covering content, membership, and ecommerce. The work ran in three phases, from UX and the CMS through custom modules and CRM integration to training and launch, plus a WordPress theme for the blog.

Technologies Used

DNN EvoqDotNetNukeMicrosoft Dynamics CRMWordPressUI/UX DesignCustom CMS ModulesEcommerceCloud Hosting

Results & Impact

Impact

The new site launched on June 11, 2013, on time and on budget. Staff can publish in DNN, the blog runs on WordPress in the same design, and members reach membership features through the CRM integration.

Client Testimonial

Thank you to you and your team for a wonderful website! Heidi and I are quite pleased with the end result and are looking forward to further possibilities with the site moving ahead.

Holly Rosini

Vice President and COO, LeadingAge PA

Why Maxiom?

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Frequently asked questions

What did Maxiom do for LeadingAge PA?

We redesigned and rebuilt the website for the organization's 50th anniversary, on DNN Evoq and Microsoft Dynamics CRM, with a WordPress blog. It launched on June 11, 2013, on time and on budget.

What is LeadingAge PA?

LeadingAge PA is a trade association for Pennsylvania nonprofit organizations that provide housing, healthcare, and community services for older adults.

Why did the website need a redesign?

The old site had not been updated in many years. It was hard to maintain, and the association management integration did not give members a usable path into member features.

Which systems did the new site use?

DNN Evoq Content for the website, Microsoft Dynamics CRM for membership, authentication, and business directories, and WordPress for the blog. Ecommerce requirements were part of the same integration.

What were the three phases?

Phase I was UX, UI, the DNN skin, the WordPress theme, hosting, and content migration. Phase II was custom CMS modules and the CRM integration. Phase III was DNN training and production deployment of WordPress and DNN.

When did the site launch?

June 11, 2013, on time and on budget.

What did LeadingAge PA say about the result?

Holly Rosini, Vice President and COO, thanked the team for the website and said she and Heidi were pleased with the result and looked forward to further work on the site.

Can Maxiom redesign a member website that uses a CRM?

Yes. We phase UX, the CMS, the CRM integration, training, and launch. Healthcare and aging-services work is also the focus of Maxiom Labs.