Customer Experience Professionals Association (CXPA)

Automating Badge Issuance Across Systems

Customer Experience Professionals Association (CXPA) • Professional Association / Membership
2022
3 Months

The Challenge

CXPA was managing badges for membership and certification through a completely manual process. Staff had to log into BadgeCert’s UI and cross-check eligibility against data in MemberSuite (their AMS).

This led to several issues:

  • Significant staff time spent copying data between systems.

  • Frequent data discrepancies between MemberSuite and BadgeCert.

  • Risk of incorrectly issuing or missing badges due to manual oversight.

The organization needed a fully automated process to ensure members received (and retained) badges without human intervention.

The Approach

Albright Labs worked closely with BadgeCert’s development team to understand their API, while also collaborating with CXPA to analyze and normalize their MemberSuite data.

We built an intermediary automation system that:

  • Queries MemberSuite nightly to retrieve the latest membership and certification data.

  • Detects changes (new certifications, lapsed memberships, etc.).

  • Issues or retracts badges automatically in BadgeCert via their API.

One of the most difficult technical challenges was working with MemberSuite’s API, which was poorly documented and inconsistently versioned. To overcome this, we built custom scripts to reliably extract, validate, and process data for use in the automation.

Execution & Delivery

The project was executed in multiple sprints, with an extended two-month testing phase to ensure complete accuracy.

Deliverables included:

  • Automated nightly data sync from MemberSuite.

  • Logic to issue or retract badges based on real-time criteria.

  • Full integration with BadgeCert’s API.

  • Dashboards for monitoring and verifying sync accuracy.

Results & Impact

The automation completely eliminated the need for staff to manage badge issuance. Now:

  • Badges are issued or retracted automatically, keeping both systems perfectly aligned.

  • Staff no longer spend time cross-referencing or manually updating records.

  • Members enjoy immediate recognition of their status, with digital badges they can display on social media, websites, and email signatures.

The system remains in active daily use, reliably keeping CXPA’s membership and certification data in sync across both platforms.

Lessons Learned

This project highlighted Albright Labs’ expertise in API integrations and large-scale data manipulation. While the poorly documented MemberSuite API was a challenge, persistence and careful engineering ensured a robust, long-term solution.

Ultimately, this project demonstrated the value of automation: freeing staff from manual processes while delivering a more seamless experience for members.

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