The College needed a modernized member management and regulatory management solution. They turned to us to deliver Microsoft Dynamics CRM and CRM Portals as a cost-effective and efficient solution, ultimately providing a user-friendly experience to help better serve their members.


The College had an outdated and inefficient member management solution that had a number of challenges associated with it. Their existing solution created data integrity and consistency issues, and did not integrate with their web presence, it was very expensive to support, and they did not have a customer relationship management solution. The College was looking for a solution to address these issues and modernize their presence, they were referred to us for its member management solution - Microsoft Dynamics CRM and CRM Portals.


The solution includes their website, and Dynamics CRM as their backend regulatory and member management solution which manages both their members, as well as their applicants in one system, simplifying and streamlining their internal processes, saving them significant time and money. The end-to-end member management solution is fully integrated to include the following features:

  • Integrated with Microsoft Outlook for email tracking with prospective or existing members
  • Public register which makes member information available and ‘readable’ for the safety and protection of the public (including complaints, reviews, hearings, etc.)
  • Regulatory college compliance features
  • Public complaint section
  • Self-service automation – allowing members to easily renew their registration annually and update information any time
  • Full website and portal management capabilities

The solution we delivered was a significant improvement from their old and expensive member management system. The new solution provides a clean, user-friendly, and simple to manage front end for their practitioners and members alike while improving backend processes and technology by integrating everything to one seamless solution. The College is recognizing significant cost savings, as well as improved operational efficiencies and member satisfaction.


The College is the governing body established by the government of Ontario, under the Regulated Health Professions Act, 1991 and the Traditional Chinese Medicine Act, 2006. The College's mandate is to serve and protect the public. 

“Adoxio’s member management solution delivered us significant cost savings as well as improved operational efficiencies and member satisfaction”.

- Director IT, Finance and Corporate Services