Expert help to select the right membership management system and ensure its successful implementation

But changing systems is a major operational risk and a significant investment of time, money and effort. Many associations do not have the skills,  experience or available resources to successfully manage this kind of project in-house.

That’s where we can help.

Our approach

Let’s be clear from the start – we are not IT people (thank goodness!). What we bring to the table is a deep understanding of membership association operations, broad experience with a range of membership management systems, excellent relationships with the leading vendors and our project management expertise.

We can manage some or all of the whole process on your behalf, working collaboratively and as a part of your team, on-site and remotely as required.

We develop the project plan with a clear set of milestones, the project budget and lead your project team. We report progress regularly, flagging and resolving issues as they arise.

We engage with internal stakeholders to understand your operations,  membership management and reporting processes and systems and develop clear business requirements specifications.

We represent the your best interests and requirements in discussions with external vendors and guide the selection and contract negotiation process.

We tightly manage the system development and implementation project, working closely with the chosen vendor. We contribute to the development of functional and technical specifications from your perspective and review these to ensure they meet business needs.

We work with your team to conduct rigorous testing before going live and ensure your staff are fully trained and supported with comprehensive user documentation.

We oversee the go-live process and plan for all contingencies.

We conduct a post-implementation review and work with you to develop a roadmap for future enhancements.

And we’d love to help you!