Technology is the fiber that interconnects all of the functions and organizations within an association. So when a client is facing “technology issues”, we first seek to understand the current situation by assessing three tiers of the technology eco-system:

• Information Technology Evaluation – do the current I.T. resources, both technological and human, function well enough to achieve the goals of the organization?
• Enterprise Application Assessment – do the systems and functions of current technology align with and enable those of the underlying business organization?
• Business Process Optimization – can individual procedures that make up the overall business operation work better individually and/or in tandem with technology?

Our team has assisted dozens of associations over many years with this process . We’re knowledgeable, objective experts skilled at guiding you to first define the challenges before pursuing solutions.

WHERE ARE YOU GOING?

If the Assessment Phase leads you decide to fix, upgrade or replace your Technology system, you’re in good hands — system selection is our sweet spot and we’ve been supporting associations with system selections for 20+ years.

Whether it’s your Association Management, Customer Relationship, Content Management, or Financial system, they’re all critical and can seem daunting to replace. We’ll be with you every step of the way from defining requirements to contract negotiation. (We’re frequently asked to stay on for the implementation.)

We’re YOUR advocate during the selection process. While we maintain a current working knowledge of the major systems in the association marketplace, we’re emphatically vendor agnostic. We survey the market place to find you the system providers that best fit your needs.

We offer these system selection service options depending on your unique situation:

• Create your unique Requirements Documentation
• Manage the RFP process, serving as the liaison between you and the vendors
  • Draft the RFP, evaluate proposals, coordinate vendor demonstrations with customized demonstration scripts
  • Prepare materials to aid you in your selection (functional and financial comparison matrices)
• Facilitate software and vendor evaluation and final selection
• Assist with contract negotiations

Take advantage of our expertise and services so you are confident in your Technology decisions.

HOW DO YOU GET THERE?

An association may undertake large, complicated, Technology implementation projects once every several years. We do it on a regular basis.

Our team is skilled at managing complex Technology projects that involve multiple functional areas across your organization. We’re adept at managing Technology system implementations, upgrades, or redesigns — all on time and on budget.

Implementing a new Technology system is like replacing a jet engine in mid-flight. Your business can’t stop while you plan, test, convert, train, and implement. We have a proven record of managing risks and issues while maintaining schedule, budget, and resources.

We’re more than just project managers. We also serve as system integrators when multiple vendors and third party systems are involved. We manage the details to make everything work together so you end up with a seamless system that meets your needs.

We’re invested in your success. We don’t hesitate to step in and assist with facilitating user stories/use case scenarios, conversion mapping, acceptance testing, training, communication plans or whatever it takes. We’re onsite during the final go live and we stay to provide post launch support. Your success is our success.