From complexity to clarity: Invictus Australia's digital transformation story

Industry

Not-for-profit

Challenge

Invictus Australia, a not-for-profit serving veterans through sport, struggled with disconnected systems and manual processes across multiple regions, making it difficult to manage sensitive data and coordinate activities effectively. Their fragmented approach to tracking veteran engagement, events, and partnerships was hindering their ability to fulfil their mission efficiently.

Results

Through Bc's tried and tested HubSpot implementation framework, Invictus Australia achieved streamlined operations with secure veteran data management, automated event processes, and unified partnership tracking. The successful adoption led to improved team collaboration across regions and established a foundation for expanding their veteran support services.

KEY Services

HubSpot CRM implementation
Data management
Process automation
Team training
Change management
Support framework
https://invictusaustralia.org/
$5.4M+
Manage Spend
100+
Deals Completed
7.6x
ROI
$2M
Cost Savings

About Invictus Australia

When you're supporting thousands of veterans through sport while managing partnerships with sporting organisations, corporate sponsors, and government bodies across Australia, every detail matters. This was the challenge facing Invictus Australia, a national not-for-profit organisation, as they found themselves juggling multiple spreadsheets, disconnected systems, and manual processes that were holding them back from their mission.

"We knew we needed to transform how we worked," recalls CEO Michael Hartung. "But as a not-for-profit with unique needs and sensitive data, we couldn't just implement any off-the-shelf solution."

The challenge of serving those who served

Invictus Australia's work spans from organising local sporting events to coordinating national competitions, all while maintaining the privacy and dignity of the veterans they serve. Their team was spread across the country, each region maintaining its own records and processes.

The organisation's Director of Strategic Partnerships & Brand, Vanessa Bernardo, explains the complexity: "We had veteran engagement teams in the field collecting data one way, our marketing team tracking another way, and our partnership team managing relationships in yet another spreadsheet. We needed to bring it all together without losing the personal touch that makes our work effective."

Finding the right path forward

The search for a solution led Invictus Australia to HubSpot and Brand chemistry. What started as a technical discussion quickly evolved into something more meaningful.

"What impressed us was how deeply they sought to understand our world," says Vanessa. "We're a complex business, but they took the time to grasp our challenges and needs and then craft solutions that made sense for us."

 

Building a foundation for impact

The implementation team approached the project in phases, working closely with different stakeholder groups to ensure the solution would serve everyone's needs. They created:

  • A secure veteran engagement tracking system that protected sensitive information while making it accessible to those who needed it
  • Automated event registration processes that integrated with existing platforms
  • Custom dashboards for regional teams to track their local impact
  • A unified partnership management system to grow corporate support

But perhaps most importantly, they built it in a way that felt natural to the team. "The solution wasn't just technically sound," notes Michael. "It was designed around how our people actually work."

 

invictus-australia-case-study-img-7

 

Embracing a new way of working

Change isn't always easy, especially in organisations with established ways of working. Bc’s implementation team knew that Invictus’ long-term success would depend on more than just good technology.

They worked directly with team members at Invictus Australia, conducting role-specific training sessions and creating documentation that spoke to real-world scenarios. They established ongoing support frameworks that gave staff the confidence to embrace the new system.

The result? "Our team went from being unsure about what the new system might mean for their day-to-day work to actively suggesting ways to use it better," says Vanessa. "That's when we knew we had succeeded."

Looking to the future

Today, Invictus Australia operates with newfound efficiency. Geographically dispersed teams can easily share information, events are coordinated smoothly, and leadership has the insights they need to make better decisions.

But for Michael, this is just the beginning.

"What we've built isn't just a better way to manage our work today. It's a foundation for serving more veterans, building stronger partnerships, and creating greater impact tomorrow."

 

The organisation is now exploring advanced features like automated nurture programs for different stakeholder groups, deeper reporting capabilities, and enhanced partnership tracking tools.
"Brand chemistry didn't just give us a technical solution," concludes Michael. "They gave us a pathway to better serve our community. And in our work, that's what matters most."

“Brand chemistry’s technical HubSpot expertise is unquestionable, but their true value comes from the deliberate care they took to gain a deep understanding of our business drivers and their skill to translate that understanding into strategic solutions, which resulted in new opportunities.”

Katrina Youdale
Head of Marketing, RobobAI

"Bc’s commitment to providing practical, ongoing support – not just a one-time setup – empowered our team with the training and tools needed to fully leverage HubSpot. We highly recommend Brand chemistry to any not-for-profit looking for a seamless HubSpot implementation."

Michael Hartung
CEO
Brittany Pannett, Head of Marketing, Nomos One

Working with Bc is like having another team member in the room - a colleague brings fresh ideas and perspectives to the table. They aren't a transactional agency, they're invested in our success. 

Brittany Pannett
Head of Marketing at Nomos One
Laura Malseed

BC was instrumental in helping us surpass our lead generation goals. They understood our business objectives at every stage of the campaign journey, helped make our online presence more cohesive, and showed their commitment to excellent strategy delivery.

Laura Malseed
Digital Strategy Manager B2B & D2C at Lavazza
Nicole Carbone

As always, Bc has been proactive and transparent throughout the project. With the experts they have running it, we can trust that they will always drive the best results for our business. 

Nicole Carbone
National Marketing Manager at Higgins Coatings
Brittany Pannett, Head of Marketing, Nomos One

Working with Bc is like having another team member in the room - a colleague brings fresh ideas and perspectives to the table. They aren't a transactional agency, they're invested in our success. 

Brittany Pannett
Head of Marketing at Nomos One
Laura Malseed

BC was instrumental in helping us surpass our lead generation goals. They understood our business objectives at every stage of the campaign journey, helped make our online presence more cohesive, and showed their commitment to excellent strategy delivery.

Laura Malseed
Digital Strategy Manager B2B & D2C at Lavazza
Nicole Carbone

As always, Bc has been proactive and transparent throughout the project. With the experts they have running it, we can trust that they will always drive the best results for our business. 

Nicole Carbone
National Marketing Manager at Higgins Coatings

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