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MemEx Insights

Practical insight for membership

Practical ideas, analysis and guidance on membership technology, digital experience and AI - shaped by what we’re building and what we’re seeing across the sector.

Working with AI August 2026 · 9 min read

How to get real analysis out of Dynamics 365 this afternoon

You don't need a data project to find out where your members are going. Export a view to Excel, point Copilot at it, and you can have a proper breakdown of lapse by grade before the end of the day, for the price of a licence you're probably already paying for.

A membership officer working through a spreadsheet at her desk
Going through the week ahead at a desk, tablet and phone to hand Working with AI
Working with AI

How to have your members checked every Monday without asking

Once Claude can reach your membership data, you can put a standing instruction on it: every Monday, find the members drifting away and tell me who they are. Here's how to set that up, and how to stop it becoming another report nobody reads.

August 2026 · 10 min read
A shelf of ring binders, an organisation written down Working with AI
Working with AI

How to build an assistant that knows your own policies

"What did Council decide about that in 2023?" is a question somebody spends an afternoon on, usually by asking the person who was there. Point an agent at your own SharePoint and it answers in seconds, with the document attached.

July 2026 · 11 min read
A designer sketching the layout of a web page before building it Website & marketing
Website & marketing

How to put a campaign page live without a developer

Screenshot one of your own pages, ask Figma Make to design a landing page to match, paste the result into an embed block, and put a real form underneath it that writes into your CRM. A live campaign page with working lead capture, in an afternoon, by one person.

June 2026 · 11 min read
Delegates checking in at a conference registration desk Power Platform
Power Platform

How to build an event check-in app in an afternoon

Printed delegate lists, three people with highlighters, and a pile of paper somebody types up on Monday. You can replace all of it with an app you build yourself, and the attendance lands straight on the member's record.

May 2026 · 11 min read
Reading a result on screen rather than guessing at it Website & marketing
Website & marketing

How to find out which renewal page actually works

Your renewal page is the most valuable page you own and almost nobody has ever tested it. The audience is captive, the action is binary and the money is real, which makes it the easiest place to settle an argument with evidence instead of seniority.

May 2026 · 10 min read
Somebody raising a hand to ask a question at a training session Power Platform
Power Platform

How to stop chasing CPD by hand

Somebody in your team exports a list, works out who's behind, mails a reminder, and does it again next month. It's an afternoon a month and it slips when they're busy. Here's how to build the flow that does it, and the one mistake that annoys your entire membership.

April 2026 · 11 min read
Two screens of code in a quiet room, something being built Working with AI
Working with AI

How to build a working app against your own data

Your membership platform has a documented API, and it's the same one we build against. With Claude you can go from "I wish we had an app that showed the delegate list" to something running on your phone in an evening, and know exactly where the line is between that and something you'd put in front of members.

April 2026 · 12 min read

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