The Healthcare Financial Management Association (HFMA) is the professional body for finance staff working in healthcare. For over 70 years it has provided independent support and guidance to its members and the wider healthcare community. Its role includes promoting the highest professional standards and innovation in financial management and governance; analyzing and responding to national policy; working alongside other organizations to develop shared approaches; and providing healthcare finance and business education and training.
About the project
The goal of this project was to simplify site administration and set up subscriptions and integration with third-party services.
The main objectives were to:
- implement different subscription levels;
- provide a robust content structure to help visitors better find what they are looking for;
- have a user-friendly site administration;
- integrate with Dynamics 365 CRM;
- integrate with Cvent Event Management system;
- self-service Commerce integration for memberships, product, and course purchases;
- automatically generated PDFs from digital-first content
Some of the outcomes included:
Membership
- teaser content encouraging membership and single-purchases:
- access control via the user’s roles, groups, and organizations
- single purchase of access to a specific material;
- group access (if the user is a member of an organization that has already subscribed);
- Dynamics 365 as the source of truth, avoiding storage of user data within Drupal, including purchased products, event attendance, group and other content access
Content features
- The content structure, interrelationships between content, and content taxonomies allow powerful and flexible search and filtering of content.
- Full management of content and access control settings via the Drupal administration area.
- Synchronization of key elements within Dynamics 365 CRM and Cvent to avoid content entry duplication
- An easy to use extension to Drupal Views to allow simple configuration of lists of content including what to list, which filters to allow the visitor to use, which sort order the content should be in, and what to restrict results to
- Automated and curated featured content allowing the site editor fine-grained control of sections to feature content including control of how the content is visualised
An important section of the site is the "Member area". There the user can:
- view information about themselves and edit it;
- view the type of their subscription, its validity period, information about their organization, group, etc;
- manage their CPD Hours, listing and add a new records, and generate and download PDF certificate;
- view purchased courses;
- view purchased publications;
- list of events for which the user is registered;
- see the awards list - both personal and of the organization.
Why Drupal was chosen
Because Drupal has:
- a powerful ecosystem of migration modules that helped us easily migrate all data from old websites;
- convenient modules architecture which helped us to manage code more efficiently and separate different features into specific modules;
- flexible access system, which is the main requirement when your website has different levels of subscriptions and needs to restrict access to content depending on the user
- commerce modules that simplify purchases on the website - access to paid courses and subscriptions;
- clean and nice-looking administration UI, which allows editors to easily manage content on the website.
Technical Specifications
Drupal version:
Key modules/theme/distribution used:
