Understanding and Using Engagement Scoring

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 Your Members’ Engagement Journey

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…

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…

Don’t Outsource – Innovate

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…

Maximizing the Use of Planning Apps for Your Association

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…

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…

Microsoft or Salesforce: What is the Best Platform for Your Association?

Within the Association landscape there are multiple AMS (association management software) solutions. That scope narrows significantly when looking at progressive software models that promote the idea of digital transformation. The two most robust and popular Business Platforms used by associations then comes down to Microsoft Dynamics and Salesforce, but which one is the best? Growth…

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…

Altai Announces New Partner

We are expanding our leadership team as a part of Altai’s continued growth and commitment to innovation. Therefore, we are excited to announce that as of January 1, 2019, Altai’s newest partner is Grant Costello! Journey to Partner Grant started as a Consultant with Altai in 2010. As time progressed, Grant wrote more and more…