AvidXchange: Association Management

DECEMBER 18, 2023

Administrative Work AI virtual assistants can process routine homeowner inquiries and route them to the appropriate place. Additionally, AI-driven document management systems automate document classification, storage and retrieval, making it easier to maintain organized records, streamline board meetings and address issues promptly.

Association Management 130

Association Management Analysis System Software 130

GrowthZone

AUGUST 21, 2018

Board processes. Executive Director/CEO compensation performance appraisal process. Strategic plan / any planning document (e.g., vision document). The post The Documents to Include in an Association Board Manual appeared first on GrowthZone. List of board committees, who is in charge, and members of each.

Newsletter 68

Newsletter Committee Process Member Engagement 68

Higher Logic

MAY 30, 2017

Explain how your user group helps customers learn from their peers and access product documentation on their own time to make learning your product easier. Point out these customer-generated ways to use your product during the sales process to highlight your product’s flexibility.

Process 184

Process How To Case Study Products 184

AvidXchange: Association Management

OCTOBER 13, 2023

These duties are made more difficult when working in an environment with outdated tools and inefficient processes. To better support employees, many community association management companies are turning to digital tools.

Association Management 264

Association Management Industry Cost Recruiting 264

NXUnite

JANUARY 10, 2024

Mark planning documents as drafts. Without dating the versions and renaming and dating subsequent documents like your case for support or gift range chart, you won’t be able to keep track of which is an earlier version and which one is current. Share draft versions with your most important prospects early on in the planning process.

How To 130

How To Project Process Marketing 130

Reid All About it

FEBRUARY 23, 2024

Transforming the Future of Membership and Marketing with AI and Automation Learn about integrating AI tools and automation processes to enhance member engagement, personalize marketing efforts, and streamline operations. These documents have varying legal requirements and best practices for retention. Location: Washington DC. .

DC 261

DC Washington Member Engagement Innovation 261

Associations Now

MAY 3, 2019

Audra Hopkins from the Web Scribble blog says to think of your member database like a room full of documents. From there, your team should develop an organization-wide data management process. Revamp the Exam Process. The post Daily Buzz: Hone Your Data Management Process appeared first on Associations Now. she says. “If

Process 81

Process Certificate Tips System 81

Associations Now

AUGUST 24, 2017

A look at the ins and outs of a business process review—and why an association might consider conducting one. Organizations, like individuals, do a lot of things because they’ve always done them a certain way, so they might not consider whether the way they perform a certain function or process is the most efficient or effective.

Review 67

Review Process Baltimore Tools 67

Nimble AMS

MARCH 27, 2023

Do m embers sometimes miss a meeting and want to catch up on the minutes , asking staff to send out relevant documents? Rather than task an employee with more work , your organizati on can l eve rage innovative association management software (AMS) with its online community platform to streamline board management. Create communities.

Strategy 99

Strategy Tips Software Leadership 99

Associations Now

JANUARY 2, 2024

But choosing what should be included in these documents isn’t easy. At that point, the leadership team, the membership department, and the board of directors all had input in the process, and with so many perspectives and without someone in my position, the organization was at a loss about which way to go,” Quash said.

Education 103

Education Social Media Review Marketing 103

Association Alert

AUGUST 24, 2023

If your association documents set forth a process by which something must be done (e.g. The HOA argues that the HOA documents give it the right to levy the assessment, but the “HOA spends little time refuting [the owner’s] argument that the Board … failed to actually levy an assessment.” 3d— (2023). assessments) FOLLOW IT.

Process 118

Process 118

Membersuite

JULY 6, 2022

Document and prioritize your requirements—what the software has to do—including integrations and reports. 4: Document Complex Workflows and Integrations. Stakeholder input is especially valuable for reviewing and documenting processes, reports, and integrations. Be willing to make changes if they lead to similar outcomes.

Proposal 158

Proposal Software Cost Project 158

Nexus Marketing

JUNE 27, 2023

As part of our commitment to providing high-quality content, we leverage ChatGPT to streamline parts of the content creation process and add educational value to our articles. Generating content outlines One of the first steps of our content creation is outlining, and ChatGPT plays an important role in starting the process on the right foot.

Process 40

Process Content FAQ Guidelines 40

Associations Now

SEPTEMBER 21, 2017

If finding a good partner or vendor feels like finding a needle in a haystack, maybe your RFP process needs a reboot. According to Bower, it only happens when you start from the beginning to design the processes that are needed to solve the real issues. What are some steps you’ve taken to improve your RFP process?

Process 90

Process How To Colorado Cost 90

Spark Consulting

JUNE 8, 2022

I still walk clients through this process today in creating renewal campaigns, answering questions about goals, audience(s), offer, message, tactics/platforms, resources, schedule and responsibilities, and metrics on the way to creating our campaign plan working document, because EVERY campaign is a working document.

Discount 195

Discount Examples System Resources 195

Aptify

AUGUST 17, 2023

Of course, some AMS vendors will be prompt in responding to your queries during the sales process, and then become less helpful after you make the purchase. Ask the AMS vendor to provide demos and documentation to ensure integrations work the way you expect.

Software 138

Software Association Management How To System 138

Ungrated

JULY 20, 2021

Community associations in Utah and Connecticut can now use a streamlined process to invalidate racially restrictive provisions contained in governing documents or in individual deeds of homes. The process can be completed at no cost and without the need to hire an attorney. Supreme Court’s 1948 Shelley v.

Connecticut 111

Connecticut Utah Maryland Florida 111

NXUnite

OCTOBER 24, 2023

To award timely grants during a crisis, your standard grantmaking process must be streamlined. Build a unique application process based on your organization’s values and philanthropic priorities. If your organization does not have a clearly defined process for completing these tasks, they could hinder the grantmaking process.

How To 130

How To Guidelines Review Tools 130

AvidXchange: Association Management

APRIL 27, 2021

Often, these systems can connect with others, such as accounting, to streamline processes. Think about the resale process, which requires managers to provide accurate and timely information, meeting strict and ever-changing guidelines. The process is both time consuming and tedious when accounting for the quantity over time.

Association Management 130

Association Management Products How To Software 130

Association Analytics

MARCH 1, 2023

Doing More With Less It may sound counterintuitive, but there’s no better time to set up systems and processes than in a down economy. Invest now and you’ll save your team time and effort in the long run A few questions to consider include: Where can you automate processes? How can you set up better collaboration and document sharing?

Revenue 320

Revenue How To Products Price 320

Delcor

SEPTEMBER 12, 2023

To a large extent, your fate will be determined by how well you handle one critical part of the project process: requirements analysis (RA). In other words, the success of a system selection and implementation is dependent upon the way in which requirements are collected, analyzed, and documented at the beginning of the project.

Analysis 52

Analysis Technology Project Proposal 52

Achurch

MARCH 8, 2024

You need time to recharge and let your brain process the events and challenges of the day, and not respond to “just this one quick email.” By doing this, you get the majority of your notifications in Slack and can still collaborate on documents via Teams. Manage Your Notifications No one should be expected to be available all the time.

Communications 64

Communications Guidelines Project Tools 64

Portage Group

MAY 2, 2012

There are five elements to managing a succession process. Does the person currently occupying this position hold a good deal of knowledge about processes or other institutional memory that will effectively leave when the incumbent departs the job? the job procedures and outcomes are not fully documented). Building competencies.

Process 100

Process Recruiting Recruitment Resources 100

Colorado HOA Law

JULY 14, 2023

It is helpful to scrutinize records requests closely, as soon after receipt as feasible, in case they encompass documents that are not “records of the Association.” 317), the Board may decline to allow the requestor to inspect or copy that document. the Board is within its rights to request greater specificity.

Colorado 52

Colorado Process Review Communications 52

Blue Sky eLearn

MAY 16, 2019

To preserve the online education programs and processes I worked so hard to put in place! ” — Include a guide to finding important files, resources, and anything else that’s documented here in the binder. Other Documentation. A volunteer member once enthusiastically told me “I love a good binder!”

Tips 211

Tips FAQ Education Sample 211

Virginia Condo & HOA Law Blog

DECEMBER 20, 2022

In this article we distinguish between the process to be followed for a complaint concerning a violation of state law or regulations vs. a complaint about the actions of a unit owner or other resident of the association which violates the declaration, bylaws or rules and regulations.

Virginia 52

Virginia Process 52

HOA Strategies

APRIL 17, 2024

Some community governing documents have required committees, but for the most part, committees are created based on interest or need. The ACC’s goal is to ensure architectural standards set forth in the governing documents are upheld within the community. but the process is direct and provides a much-needed service to your HOA.

Utah 52

Utah Committee Review Examples 52

Association Analytics

JULY 20, 2021

Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind. Out-of-the-box templates are easily configured to meet your business needs which significantly reduces the time-consuming requirements documentation phase. Implementing a new software solution is a huge project.

Software 321

Software Cost Project Products 321

Aptify

OCTOBER 4, 2022

How Aptify is making the product upgrade process faster . Product upgrade process . Aptify Operations and Program Director Chana Lewis, Technical Solutions Manager Waqar Ahmed, and R&D Director Doug Kirby reviewed the new process Aptify is using to make product upgrades smoother and faster for customers.

Software 137

Software Products Team Washington 137

WBT Systems

JUNE 19, 2018

The request for proposal you send to learning management system (LMS) providers is only as good as the process you use to develop your LMS requirements. If you don’t accurately and completely identify and prioritize your real needs during that process, your new LMS will fall short of expectations.

LMS 165

LMS How To Learning Management System System 165

Nimble AMS

MAY 12, 2023

The team leads a variety of member-based initiatives to improve your organization, including but not limited to data-based membership initiatives, the streamlining of key member processes, and DEI programming. Application process. What does the current application process look like for your membership committee?

Committee 123

Committee How To Guidelines Recruiting 123

Associations Now

JUNE 9, 2015

The professional group, working with the backing of LexisNexis Legal & Professional, has released a new Android app, eyeWitness to Atrocities , which lets people record and submit footage of events through a secure, verifiable process. Once uploaded, films can be deleted, adding to the safety of the process.

Video 40

Video Review Process Tools 40

Achurch

APRIL 2, 2024

Leadership is Key OK – So now you have some great information about the AMS environment, and some documented issues from the Finance/Accounting to go along with your own. They need to be included in the process and assured that they will have the opportunity to be in on the ground floor and receive the necessary training. Delete them.

System 83

System Team Leadership Process 83

Association Freak

MARCH 26, 2021

They have revised processes, workflow, and organizational charts. But, too often, it results in thoroughly produced and documented yet ineffective nonprofit integration processes. Over Engineered Process. Though simple, a framework defining how independent processes come together can be profound.

Process 72

Process Team Member Experience Software 72

Delcor

SEPTEMBER 14, 2023

Poorly Managed and Written Requirements Sorry to say, but your project is doomed if the requirements collection and analysis process is poorly managed or if requirements are poorly documented. A competent business analyst identifies, analyzes, verifies, and documents accurate and thorough requirements.

Project 97

Project Analysis Team Communications 97

.orgSource

MAY 23, 2023

But it should be reinforced in person during the orientation for new members and in the documentation they receive. Your strategic plan and your budget are key components in this process. Explain how both documents reflect organizational priorities, goals, and objectives. Introduce Key Players Introduce key financial players.

Committee 167

Committee Review Guidelines Report 167

AvidXchange: Association Management

SEPTEMBER 6, 2017

AvidXchange wants to make sure that you not only survive – but thrive – during your year-end closing process. We want to be prepared for economic up-and-downturns so we can add staff or streamline our processes and reduce staff if we must. Can you describe your company’s AP process before automation?

Process 130

Process Software Class Team 130