February 16, 2023

The Matching Engine is an enterprise business system for Copyright Management organizations. It incorporates the key business functions of these organizations. It is a fully cloud native solution including modules to support Repertoire Management, Data Ingestion, Usage, Distribution and Membership Services.

It uses the latest cloud technologies including artificial intelligence (AI) and machine learning to provide intelligent automation, greater insights and instant access across your organisation. Built in connectors for key data sources and industry partners joins your internal systems with your stake holders.

The wealth of out of the box features to automate and streamline the membership management function will help to greatly reduce Sales and Marketing costs. We have configured a membership application form and associated workflow in Microsoft Dynamics 365 that can be submitted securely online though the PowerApps member portal along with supporting attachments. As part of the process the user will create an account on the portal so that they can check back in on the workflow status of their membership application.

You can use standard features in Dynamics 365 such as campaign management to generate digital marketing campaigns that include call to actions which will bring prospective members to a membership application form.   

Our solution makes extensive use of the automated workflow within Dynamics 365 and the workflow engine within the Matching Engine to automate many tasks that previously required manual intervention. This coupled with the data integration in the system means that tasks are automated and data linkage is easily visible.

For example, a membership application form submitted by the online portal will start an automated workflow in Dynamics 365. During a design stage we can agree specific membership eligibility rules that the workflow will automatically apply. Also, the portal will direct potential members to relevant community content on the portal that explains the process and eligibility criteria. The applicant will be encouraged to check their membership status on the portal which will be updated by the Dynamics 365 workflow.

Automating data and creating workflows offers significant opportunities for CMOs to reduce costs.