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Knowledge Transfer Network accelerates innovation with Workbooks CRM

Knowledge Transfer Network is the networking and events partner of Innovate UK, a government funded organization.

KTN’s mission is to help companies bring innovations to market approximately 24 months earlier than they would have without their support. 

To support this, KTN needed a robust system to manage relationships, track interactions, and generate insightful reports.  

After evaluating multiple CRM solutions, they chose Workbooks for its flexibility, reporting capabilities, and relationship management features. 

Through careful planning, training, and collaboration, they’ve built a system that supports their strategic goals and enhances their ability to connect people and ideas across sectors.  

Ultimately, KTN’s partnership with Workbooks has empowered them to scale their innovation efforts, improve internal efficiency, and deliver greater value to stakeholders.  

Knowledge Transfer Network accelerates innovation with Workbooks CRM
Client

Innovate UK

Sector

Public Sector

Location

United Kingdom

The challenge

KTN previously relied on an internally developed system that had significant limitations. As their operations scaled—running over 400 events annually and engaging with hundreds of stakeholders—they needed a CRM that could: 

  • Capture complex relationships between people, organizations, and sectors. 
  • Provide real-time, customizable reporting. 
  • Support a structured engagement process. 
  • Enable staff to access and act on live data. 

Solution

KTN underwent a thorough procurement process, evaluating 20–30 CRM systems over approximately 10 weeks. Workbooks stood out for its: 

  • Relationship Mapping: Ability to measure and visualize the strength of connections between individuals and organizations. 
  • Custom Reporting: Staff could build and access reports independently, tailored to their specific needs. 
  • Live Dashboards: Real-time data updates allowed for immediate insights and decision-making. 

Training was a key part of the implementation. KTN invested in upskilling their team to ensure widespread adoption and effective use of the system’s capabilities. 

Impact

The implementation of Workbooks CRM has transformed KTN’s operations: 

  • Efficient Reporting: Monthly and quarterly reports are now streamlined. Staff receive personalized views showing only the data they need to input, saving significant time and effort. 
  • Real-Time Insights: With 180 staff interacting with the system, live dashboards provide up-to-the-minute data, enhancing responsiveness and collaboration. 
  • Event Management: Attendee data and historical interactions are captured, enabling staff to prepare for events with full context and intelligence. 
  • Strategic Engagement: KTN’s four-step engagement process—Engage, Introduce, Collaborate, Follow-up—is now fully supported by the CRM, ensuring consistent and effective relationship management. 

Results

KTN has received strong positive feedback from government stakeholders and assessment organizations.  

The ability to segment data by sector (e.g., health, transport, manufacturing) and business size has enabled more precise evaluations of KTN’s impact. 

The CRM has become central to KTN’s operations, supporting their mission to deliver outcomes that benefit the UK economy. As Ian MacGregor, director of KTN explains, 

“We set out with the need to have reporting at our fingertips. It seemed ambitious at the time, but Workbooks helped us achieve it. We can now do things better than we ever could without a CRM solution.” 

Contents

  • The challenge
  • Solution
  • Impact

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