System Selection


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.