Aptify

JANUARY 3, 2023

During a software migration—moving (or migrating) data from your old membership database to the new system—you must decide which data you’re taking with you and ensure it has a place to “reside” in your new system. First, identify all sources containing data you will (or might) migrate to the new system.

System 72

System Software Project Process 72

Aptify

OCTOBER 5, 2020

An RFP is a document that provides background and details about your project and solicits bids from vendors. This person can also be the one to keep communications lines open between vendors and your organization. Put your data and requirements into a comprehensive RFP document. Creating an RFP can be a time-consuming effort.

Membership Management 72

Membership Management System How To Proposal 72

MemberClicks

AUGUST 16, 2022

Organizations that want to approach the learning process in a streamlined way typically invest in association learning management system – or LMS. . LMS is an acronym for learning management system (or learning management software). It can also be called a learning experience platform or learning activity system. Certifications.

Learning Management System 52

Learning Management System System LMS Library 52

Aptify

AUGUST 17, 2023

The last thing you want is to buy a new AMS system and then regret it because it fails to help your organization move forward or even leaves your association worse off than before you bought it. The good news is that there are ways to steer clear of an AMS system that overpromises and underdelivers.

Software 138

Software Association Management How To System 138

Nimble AMS

DECEMBER 21, 2023

Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Take time to document your processes to put your team on track for a successful AMS implementation. Follow these five tips to get started: 1.

Tips 121

Tips Software Process Association Management 121

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

MemberClicks

AUGUST 4, 2020

They exist to administer, document, track, report, automate, and deliver online education….but A flexible learning management system can be used for SO much more than a traditional online learning program alone. Learning management software was developed, as the name would suggest, to help organizations manage e-learning initiatives.

Learning Management System 52

Learning Management System System LMS How To 52

Achurch

APRIL 2, 2024

First, you must prepare the organization, then you have to select the new system, and lastly, you have to implement the system. Start by identifying your frustrations, and the frustrations you have heard from others about the current system. Does their system integrate with the AMS? These are not easy tasks.

System 83

System Team Leadership Process 83

Wild Apricot

MAY 4, 2009

If your organization is in the market for new donor management or fundraising software, Idealware has just released a new (free) research report you may want to check out: The Consumer’s Guide to Low Cost Donor Management Systems is an impressive 48-page document that compares the specific features of 33 different donor management systems.(

System 150

System Software Cost Technology 150

Delcor

MAY 31, 2019

However, it can be difficult to find the right content management systems (CMS) to publish your websites. They will generally have sales staff that can walk you through product demos or set up a trial of the system for you to try on your own. They can also demo the recommended system and provide a candid perspective on how it works.

System 79

System Content Proposal Cost 79

NXUnite

MARCH 25, 2024

Let’s explore the basics of COAs so your organization can establish a system for reliable recordkeeping. Once you’ve determined how you’ll categorize financial data, it’s time to set up the document! What is a nonprofit chart of accounts? A chart of accounts uses a numbering convention to identify certain categories of financial data.

Revenue 130

Revenue Directory Examples System 130

Higher Logic

SEPTEMBER 13, 2017

Since everyone can have access to the same discussions, documents and resource library, online communities give each team member the space to do what they do best while remaining mindful of what the other members are doing. Document sharing. Help Collaboration Thrive. Lay the Groundwork. Lay the groundwork for collaboration early on.

Team 289

Team Guidelines Project Library 289

Reid All About it

FEBRUARY 23, 2024

Marketing Technology Demo Day Tasked with finding the right marketing technology systems for your organization? These documents have varying legal requirements and best practices for retention. All LGBTQ+ association and nonprofit professionals are welcome to participate. Location: Washington DC. Organizer: GLAM Wed 2/28 from 9 a.m.

DC 261

DC Washington Member Engagement Innovation 261

Delcor

SEPTEMBER 12, 2023

When you’re put in charge of implementing a new enterprise-wide system, you’re likely to end up as the office hero — or scapegoat. 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

ReviewMyAMS

OCTOBER 12, 2021

Guest post by 501Works The SME Team Your Subject Matter Experts (SMEs) are essential members of your implementation team who will be involved in key elements of the project such as system selection, communicating to their departments, in-depth training, testing, and documentation. Because this is such an important role, Read more.

Team 97

Team How To System Project 97

Beth Kanter

SEPTEMBER 27, 2019

My colleagues, Heather McLeod Grant and Adene Sacks, have just published a new workbook called “ Leading Systems Change.” That’s why I’ve keep a good list of meeting facilitation playbooks such as Leading Systems Change handy for inspiration. The facilitation methods are participatory.

System 48

System Handbook Library Innovation 48

Eric Lanke

MARCH 5, 2012

Leadership is a System Capacity. Heres the key passage, pulling directly on the work of Peter Senge, and again, the emphasis is mine: Leadership, paraphrasing Peter Senge, is defined as the systems capacity to shape its future. My single motivation in doing so was to help ensure a system-based approach to leadership.

System 100

System Leadership Proposal Innovation 100

Association Analytics

JULY 20, 2021

As with any new product or system, you have the risk of adoption. Out-of-the-box templates are easily configured to meet your business needs which significantly reduces the time-consuming requirements documentation phase. As your business needs evolve, what is the level of effort needed to modify or improve your system?

Software 321

Software Cost Project Products 321

WBT Systems

JUNE 5, 2018

Here are a few ways an EU citizen could end up in one of your systems: Working for a US member firm but a citizen of the EU. Members, customers, and system users are “data subjects.”. You can’t assume system users are okay with you using their data because they’re using your system—although common sense would lead you to believe that.

Technology 160

Technology LMS System Review 160

Delcor

SEPTEMBER 14, 2023

Almost everything to do with a project’s success or failure—including business objectives, project goals, user needs, system requirements, success factors, and constraints—has to be communicated well for a project to succeed. The business analyst must verify that system requirements were communicated accurately and understood by both parties.

Project 97

Project Analysis Team Communications 97

Higher Logic

MAY 2, 2017

Much of a team’s success comes down to how your team functions, what tools they use and what systems are put in place. Easy-To-Share Documents and Resources. Documents that are easily shared must also be easy to find. In addition to sharing documents and resources, team members need to communicate proactively and quickly.

Team 196

Team Project Software System 196

Delcor

SEPTEMBER 15, 2023

Staff must understand how the new system will benefit them as users, improve the member experience, and help the organization achieve its goals. Or, after requirements are documented, the project team learns more about the technology’s true potential. Lack of clear value proposition.

Project 96

Project Analysis Team Leadership 96

Higher Logic

FEBRUARY 16, 2017

We did this acquisition to provide powerful project collaboration for community users, combining Higher Logic’s dynamic discussions with Kavi’s structured document management. We’re excited to offer more collaboration tools, making it easier to track projects, community activity, and networking all in one system.

Press Release 227

Press Release Library Project Software 227

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. Requirements are gathered and developed in several ways: Individual interviews with stakeholders and system users (staff and learners). Documenting LMS requirements.

LMS 165

LMS How To Learning Management System System 165

Associations Now

JULY 8, 2014

When analyzing the conference spending of the Federal Reserve System’s Board of Governors, the Office of the Inspector General didn’t find a smoking gun—but it did find a lot of reporting issues. Lack of clarity and documentation is a common theme. million, as well as 33 events at nonboard facilities, costing $361,544.

Las Vegas 40

Las Vegas Conference Cost Report 40

Forj

MARCH 22, 2021

Attend this webinar to learn more about Web Courseworks’ learning management system that’s built specifically built to lessen the administrative burden of accreditation reporting.

LMS 91

LMS Learning Management System System Education 91

GrowthZone

SEPTEMBER 10, 2021

Data is at the core of an organization’s systemized operations. To maximize its return on investment, it’s critical to ensure your association management system has these tools for advanced management of day-to-day operations: CUSTOMIZABLE DASHBOARDS. DOCUMENT MANAGEMENT. ciently, effectively, and sustainably.

Products 78

Products Software Association Software Project 78

Velvet Chainsaw

SEPTEMBER 29, 2016

Your Points System Should Influence Current Spend Decisions. Most trade-show organizers use a priority-points system to help determine the order of booth-space selection for next year’s expo and their system has been in place for quite a while. We recommend a three-year rolling point system that leverages recency.

System 40

System FAQ Revenue Marketing 40

Aptify

MAY 13, 2021

CRM functionality in Aptify is an advanced system of collecting and tracking member and non-member information in the Aptify database. The database is relational, which means it supports one-to-many and many-to-many relationships among records in the system. CRM functionality in Aptify. Join a group demo. Essential elements for CRM.

Organization 72

Organization Membership Management System Price 72

WBT Systems

APRIL 3, 2018

As dysfunctional and frustrating as that old learning management system (LMS) is, your association still relies upon it. Document what you learn. Document any missed opportunities because of your system’s limited functionality. What do you need in a system to differentiate your programs? See if these issues apply.

LMS 160

LMS How To Learning Management System Project 160

Nimble AMS

MAY 28, 2020

Your association management software (AMS) is the technology that helps your organization manage its membership and operations, so you can imagine how important it is for your staff to confidently utilize the system to its fullest. Nimble AMS Help site , which offers searchable product documentation.

Case Study 78

Case Study System Class Software 78

Membersuite

MAY 25, 2021

Document how the existing AMS holds your association back and prevents it from leveraging opportunities. Your AMS isn’t integrated with other systems so staff and leaders can’t access the data and reports they need to understand member/customers and make decisions. If only you could make the C-suite or board see things your way.

Software 170

Software Leadership Project System 170

Aptify

MARCH 26, 2021

Also, on-premises solutions often offer a greater ability to customize the system at a deep level, which can appeal to organizations with unique processes. This includes things like: plugin-based architecture, app containers, and open documentation. Here are some features to look for: Mobile-friendly look and feel. Easy-to run reports.

Software 72

Software Association Management Organization System 72

Achurch

AUGUST 9, 2023

It moves you away from shadow systems and tools that lead to duplicated data, security holes, and hidden costs. Once you have this information, you’ll see some systems quickly drop off the list until you reach a manageable number. It also drives engagement in the project and encourages adoption of the new system, a double win.

Project 83

Project System Team Analysis 83

Higher Logic

MARCH 20, 2018

User groups help your customers be more successful by providing: Self-Service Documentation. User groups with a strong online presence offer file libraries where staff, companies, and members can upload helpful documents. Answer questions, recommend documentation, and provide technical support to users who need it.

Library 168

Library Learning Management System Products Education 168

AvidXchange: Association Management

APRIL 27, 2021

Often, these systems can connect with others, such as accounting, to streamline processes. Consider optimizing it by implementing a resale documentation software that provides a central location for all documents, simplifying the complex tasks of disclosing information.

Association Management 130

Association Management Products How To Software 130

Nimble AMS

JANUARY 27, 2022

As you collect more member data and use more technology systems, security and reliable performance become more important. . Here’s what you need to know about how Salesforce can help you ensure your data is secure and your systems are running and scaling smoothly as your association grows.

System 121

System Products Class Software 121