Altai Systems Partner and Chief CRM Architect. My job is to make sure our company turns clients into references.

Creating a Successful Digital Project Plan

Successful Association leaders are those who think strategically. If you are a leader whose organization is considering a major digital change, careful planning is necessary to ensure success. Your plan needs to incorporate vision, insight, reality, and your constituents. The following six steps can help you navigate your next digital project from planning through to…

Flow Saved Us Hundreds of Coding Hours – It Can Do the Same for You

“What was months and weeks is now days and hours”  The 4th Industrial Revolution is all about the “rapidness” of software solutions. What used to take months and years now takes hours and days to accomplish. To do this we need to leverage new tools and adopt a new way of thinking. Recently we applied this idea to a client request that we digitally re-imagined.    One of…

The Evolution of AMS, CRM, and the Business Platform

In today’s association marketplace, most people in the industry understand the basic functions of an AMS (association management software) solution. At its core it is a database that houses membership, event, and basic accounting data.   Starting in 2005, progressive associations started learning about what the Fortune 500 companies where doing with true CRM systems…

Microsoft Acquires LinkedIn – What That Means for CRM

On June 13th it was announced that Microsoft will acquire LinkedIn for $196 per share in an all-cash transaction valued at $26.2 billion. This acquisition is part of Microsoft’s growing plan to expand its scope for its corporate customers. Career management, which is built into our product, has always been important to our clients and their…

Surviving Upgrades

Did you know that there are entire companies that have gone out of business because their software did not upgrade well?   I remember being on design committees with the Dynamics Great Plains teams in the old days and we were looking at Realworld and SBT’s accounting software.   Once you modified their accounting software you were…