Altai Financial System – From the Beginning… Before starting Altai Systems, founding partners Mike Frye and Jon Martin founded Signature Systems, one of Microsoft Great Plains’ largest partners of the late ’80s. Their success was so well-established as an ERP / Accounting Solutions Partner; Signature Systems was acquired by Ernst and Young. It was this transaction that brought Mike Frye and Jon…
Even as some states are easing stay-at-home restrictions, the future is uncertain and most associations are still operating remotely. Due to the way you set up your remote teams, you may feel like you scrambled to get up and running. Given the rush, you may not have had time to think strategically about how to…
No matter the mission, size, or benefits, Membership associations all have one thing in common: their members are their customers. Delivering top customer service is paramount to recruiting and retaining those members. Typical examples of customer service delivery outlets include face-to-face meetings and telephone calls, but one place that can get overlooked is your website.…
It’s 2020 – in with the new and out with the old AMS! Or is it really time to let it go? As we explored in our blog The Evolution of AMS, CRM, and the Business Platform, progressive organizations need more than just a traditional AMS (association manage software) solution. They need a full…
As 2019 begins to wind down, I am reflecting on what I learned this past year. The main concept I keep returning to is a message I learned attending my first .OrgCommunity Solutions Day: “Keep it Simple.” You Can’t Be Everything to All Your Members Garth Jordan, Chief Strategy Officer and Senior Vice President of the Healthcare…
A few years ago, the American Nurses Association went through a major shift in their membership structure that significantly reduced the number of their members. At ASAE Annual they discussed their process of strategically gaining back members with the help of a marketing consultant. In addition to the amount of research they compiled examining their…
At ASAE Annual, there was a very informative session called “Finding Highly-Engaged Members Through Engagement Scoring.” It outlined goals and initiates to engage members. It also identified a scoring model designed to help organizations better quantify engagement. There is no denying that engagement scoring can significantly improve your member engagement initiatives. So the question becomes:…
Increasing Membership engagement is at the forefront of every association’s strategic plan. The only way to increase your members’ engagement is to increase valuable communication. It needs to go from member to member, from member to organization, and from the organization to its membership. It is your job as a thought leader to put the…
On a recent ASAE Collaborate thread, an association leader for a small organization broached the subject of outsourcing a variety of functions. “Alice” said they currently outsource accounting and payroll. So, she requested assistance finding outsource outlets for the following: Front Line Membership (resetting passwords, purchasing membership) Membership Renewals (reminders, mailing, telephone calls) Meeting Help…
One of the universal activities common to all associations is planning meetings, big and small. Using effective planning apps are paramount in keeping your team informed, connected, and collaborating. Many organizations use Google Calendar, Trello, or Jira to manage their planning activities. While those apps are good, if you are an Office or Dynamics 365…