ACCURATE REPORTING MORE FUNCTIONALITY OUT-OF-THE-BOX IMPROVED MEMBER EXPERIENCE “WORKBOOKS GIVES ME COMPLETE CONFIDENCE THAT THE NUMBERS WILL BE RIGHT AND THAT MAKES A HUGE DIFFERENCE FROM A MANAGEMENT PERSPECTIVE.” FORUM OF PRIVATE BUSINESS The Forum of Private Business is a not-for-profit organisation offering support to companies – most of which employ fewer than 50 employees – about many aspects of running a business, from employment law, HR and health and safety, to finance, legal, compliance, marketing and sales. Until 2017, the Forum relied on a cobbled-together CRM solution based on an old, unsupported version of Microsoft Dynamics, which included an integrated Sage 200 Enterprise Resource Planning (ERP) system. Over the years, the old CRM system was modified numerous

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