TechServe Alliance, the leading trade association for the IT & engineering staffing and solutions industry, came to MemberFix struggling with fragmented legacy systems that couldn't scale with their needs. We delivered a modern, integrated membership platform on WordPress—complete with a custom community hub, LMS certification program, multiple custom directories, and full HubSpot CRM integration—transforming their member experience and operational efficiency.
🌐 See it live: techservealliance.org | community.techservealliance.org
The new TechServe Alliance homepage — modern, professional, and built on WordPress + Elementor.
About the Client
TechServe Alliance is the premier national trade association representing the IT & engineering staffing and solutions industry. Based in Alexandria, Virginia, Techserve Alliance provides advocacy, research, education, and networking opportunities for staffing firms across the United States.
Their membership structure is complex: multiple tiers (staffing companies, optional add-on services, local chapters), team-based memberships, historical pricing grandfathering, a full community, a mobile app, and a certification program for industry professionals.
…and that's just the tip of the iceberg!
The Challenge
When TechServe Alliance engaged MemberFix, they were operating on what their team described as “a patchwork of outdated and inflexible systems.”
Their pain points included:
- Fragmented Technology — Multiple disconnected platforms (including legacy systems like YourMembership and Higher Logic) that didn't communicate with each other
- Poor User Experience — Clunky processes for both members and internal staff
- Unreliable Data — Member information scattered across systems with no single source of truth
- Scalability Limitations — Systems that couldn't grow or adapt as Techserve Alliance's needs evolved
- Manual Overhead — Too much staff time spent on workarounds and manual data entry
- Limited Customization — Off-the-shelf solutions that couldn't accommodate their unique membership structure
The Solution: Our 20-Month Journey
Over a 20-month engagement, MemberFix worked closely with the Techserve Alliance team through weekly collaborative calls to build a comprehensive solution:
Our 8-phase project workflow: Discovery → Migration → Platform → Community → LMS → Directories → CRM → Managed TechOps
What We Built
Platform Foundation & Seamless Payment Migration
We built a custom WordPress membership platform with WooCommerce handling complex subscription structures. This included implementing FunnelKit checkout flows optimized for their multi-tier membership model and migrating historical member data from multiple legacy systems.
🎯 Zero-Disruption Payment Migration
One of the most critical aspects of this project was migrating Techserve Alliance's existing subscribers and payment data to the new platform. We built a completely custom BluePay integration with WooCommerce that preserved all existing subscriptions and transaction history. Not a single member had to re-enter their payment information or re-subscribe. This seamless migration protected Techserve Alliance from potential churn and ensured a frictionless transition for their entire membership base.
HubSpot as the Single Source of Truth
Working closely with Pipeline Ops (Techserve Alliance's marketing and CRM team), we architected a comprehensive data synchronization strategy that makes HubSpot the authoritative source of truth for all member data.
🔄 Advanced Multi-Object Data Synchronization
We engineered a one-directional data pipeline that synchronizes multiple object types from WordPress to HubSpot CRM—a capability that most standard integration tools can't handle out of the box. While typical setups push only user records, we architected support for multiple object types, enabling Techserve Alliance to maintain comprehensive customer data in HubSpot. We also established synchronized user data flow and single sign-on (SSO) from their main WordPress site into their BuddyBoss community platform. This integrated data architecture simplifies user experience and allows the Techserve Alliance team to run detailed reports, segment members based on rich datasets, trigger automations, and make confident, data-driven decisions—all from within HubSpot.
Community Hub
We developed a custom BuddyBoss-powered community with personalized member dashboards, activity feeds, group management, and searchable member profiles. The platform includes public and private groups with request-access functionality, and we migrated existing forum discussions to preserve institutional knowledge.
TechServe Connect — the BuddyBoss-powered member community hub.
Learning & Certification
We configured LearnDash LMS for their industry certification program, setting up exam functionality with certificate tracking and issuance. Historical certification records were migrated to maintain credential continuity.
The Certified Recruiter Certification program — powered by LearnDash.
Directories
We built searchable Supplier and Member directories using a highly flexible stack of GravityForms, GravityKit, and GravityPerks, thus enabling self-service profile updates so suppliers can maintain their own listings. Category tagging was implemented for improved discoverability.
Supplier Directory
The Supplier Directory is built with GravityKit for easy self-service management. (MemberFix is listed! 👋)
Member Directory
The Member Directory also uses the GravityForms / GravityView stack and allows members to connect and network.
Managed TechOps
The platform is hosted on MemberHost.io for optimized performance, and we continue to support Techserve Alliance through our Managed TechOps program. This includes staging-first plugin updates with custom written regression testing, proactive monitoring, monthly reporting, and weekly pulse calls for ongoing alignment and continuous improvement, as well as a “bank” of developer hours to be used for any kind of development, tasks, fixes, etc.
Results
In Praise of MemberFix
“When we began this project, our goal was to move away from a patchwork of outdated and inflexible systems and establish a modern, integrated tech stack and membership CRM that could truly scale with our needs. We wanted to improve the user experience for both our members and our internal team—making processes more seamless, data more visible and reliable, and the platform far more customizable.”
“The team was great to work with—responsive, collaborative, and willing to customize solutions to fit our needs… the end result is a much-improved user experience and a modern system we're very pleased with overall.”
— Lori Fitzsimon, TechServe Alliance
“Oh my god… It is just beautiful… I actually want to go to this website… It's very very very beautiful and you should be very proud of your team. It's amazing and Denys, Vic, you should also be very proud of your team, they're amazing too.”
— Michele Clarke, TechServe Alliance
Key Outcomes
- Zero-Disruption Migration — Custom BluePay integration preserved all subscriptions and payment data—no member had to re-subscribe
- HubSpot as Source of Truth — Multi-Object Data Synchronization between main site, community, and CRM enables data-driven decision making
- Unified Platform — Single WordPress installation replaced multiple disconnected legacy systems
- Modern Tech Stack — Current, actively maintained technology that can evolve with Techserve Alliance's needs
- Improved Member Experience — Custom-designed portal with intuitive navigation and self-service features
- True Scalability — Platform architecture that supports future growth and new features
- Reduced Manual Work — Automated workflows and self-service capabilities minimize staff overhead
- Ongoing Partnership — Continued Managed TechOps support ensures platform stability and evolution
Tech Stack
| Category | Technology |
| Platform | WordPress, WooCommerce, WooCommerce Subscriptions, FunnelKit |
| Payments | BluePay (custom integration with WooCommerce) |
| Community | BuddyBoss (customized) |
| LMS | LearnDash |
| Directories | GravityKit, Gravity Forms |
| CRM | HubSpot (via WPFusion and custom dev, multi-object sync) |
| Hosting | MemberHost.io |
Services Provided
- Full Platform Build
- Custom Payment Integration
- Data Migration
- HubSpot CRM Integration
- Community Development
- LMS Configuration
- MemberHost Hosting
- Managed TechOps
Running a trade association or membership organization with complex requirements?
