CPA Australia, one of the world’s largest professional accounting bodies, has chosen MuleSoft to deliver personalized experiences for members, leveraging automation and APIs.
CPA Australia, one of the world’s largest accounting bodies, has chosen MuleSoft to deliver new customer experiences, transforming its internal systems to increase productivity, efficiency and flexibility.
Delivering vital services to over 170,000 members for more than 130 years, CPA Australia plays a critical role in education, training, technical support and advocacy for members. The organization works together with local and international bodies to represent the views and concerns of the accounting industry to governments, regulators, industries, academia and other stakeholders.
CPA Australia decided to invest in MuleSoft as its integration platform in 2021 ahead of a significant Digital Transformation program to upgrade its member portal. The program included implementing a new identity management system to provide additional security and member benefits such as log-in, authentication and password verification.
To do this, CPA Australia needed to consolidate the member data it had stored across various platforms by implementing APIs, giving the organization a unified view of members’ activities, in turn enabling the organization to offer personalized services to members based on that data.
Taking a composable business approach, the organization upgraded its member services portal, which provides online assessment tools, exam results and payment sites, quickly adapting and personalizing its platform, focusing on individual members and their needs. For example, CPA Australia members can now cancel or defer exam dates using the portal.
Since the platform went live, CPA Australia has successfully migrated more than 170,000 members to the new identity management platform, which is also synchronized with its CRM, ensuring that members can securely access information and enable single-sign and multifactor authentication capabilities.
Delivering on Digital Transformation
CPA Australia has embraced efficiency and flexibility by updating its existing technology footprint and streamlining the skills required to support it. The automation incorporated into the new APIs has also enabled the organization to introduce operational and cost efficiencies.
“The foundation we’ve created using MuleSoft’s integration capabilities will be critical to supporting our security initiatives as we continue our Digital Transformation journey,” said Dr Jane Rennie, General Manager External Affairs at CPA Australia. “The program has boosted the team’s morale and helped CPA Australia provide more career enhancement opportunities to our staff. Our team is now focused on extending its knowledge and experience with MuleSoft and working with our partners in the next transformation program.”
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