Functionality Associations Need

Start with Microsoft’s Industry-Leading Business Platform

Then Connect Association Management Functionality:

See your data start working for you
Start providing members personalized experiences
Watch automation take over your busywork

Altai is built within a proven and reliable ecosystem to bring you the features and functionality you need.

Microsoft Platform

Native PowerBI Integration
Built-in Artificial Intelligence
Social Engagement Monitoring
Native Single Sign-On
MS Teams Community
Two-way Excel integration
Deep Outlook Integration

System Management

Enforce Data Quality and Duplicate Detection
Configure System for your Needs with Forms & Fields
Manage AI & Machine Learning
Easily Expose Views and Data to the Web or Mobile Device
Role-Based Security from Module to Field
Create Workflows to Automate Processes
Access to Hundreds of Available Add-On Apps from Microsoft Partners

Productivity Enhancements

Use any Modern Web Browser
Mobile Responsiveness
Personalized Staff Workplace
Create Staff Community
Flag Critical Records to “Follow”
Task Assignment and Management
Create D365 Workflows for Automating CRM Processes
Artificial Intelligence-Driven Tasks
Duplicate Detection, Merge/Deletion
Workflow Tool
Admin/Staff Access Levels

Event Management

Events Management
Event Sessions Tracking
Onsite/Self Check-in
Badge Printing
Exhibitor Management
Advertisement Sales
Sponsorship Management
Single Function or Multi-Session/Multi-Day Events
Training & Committee Events
Continuing Education Tracking
Speaker Tracking
Event Expenses Tracking
Training Event Integration with Testing Providers and Learning Providers

Marketing

Email Marketing and Communications
Email stats tracking
Engagement Tracking/Scoring
Form Builder
Surveys
Campaign Management
Target Marketing Lists
Native Email Capabilities through Outlook
Communications Tracking
Native Marketing Automation
Web Visitor Tracking
Record Custom Demographics
Discounts/Coupons

CMS & Member Portal

Highly adaptive member management components that publish AMS and CRM information you choose to any Single Sign-On location you need

CMS Neutral & Responsive
Member Directories
Online Store/E-Commerce
Career Center/Jobs Board
Unified Shopping Cart
Create Custom Forms
Member Join/Renew
Event Registration
Product Sales & Ratings
Donations/Pledges
Discounts/Coupons
Commerce Paths

Membership

360 Views
Multi-Relationship Handling
Individual Accounts/Memberships
Organizational Accounts/Memberships
Member-based Access Restrictions
Member Type Configurations
Chapter Management
Hierarchical Organization Management
Dues Billing
Engagement Point Allocation and Tracking
Relationship Assistant
Track Member Participation
Subscription Management
Benefits Administration

Sales Order Management

Unified Shopping Cart
Integrated Credit Card Processing
Tokenized Wallets
EFT/ACH Payments
Purchase Order Payments
Accounts Receivable
Inventory Tracking
Warehouse Management
Customizable Invoices for multi-company organizations
Discounts/Coupons

Online Community

Chapter/Component Management
Fully Integrated
Ability to Connect with Microsoft Teams for collaboration where members already work

Committee Management

Member Management
Position and Term Management
Volunteer Approval Process
Knowledge Management
Integration to Collaboration Portals
Roster Management
Integrated Committee Nominations Process

Reporting

Admin-based Customizable Dashboards
Inventory Management
Personalized Dashboards
Easy to Use Query Tool
Native Power BI Connections and interface embedding
Export any Query to Excel with Dynamic or Static Links
Create Reports in Microsoft SSRS (free) or any SQL compatible report writer
Advanced Analytics with Microsoft Power View

Publications Management

Subscription Management
Multi-Dimensional Pricing
Automated Electronic Watermarking of PDF’s
Synchronize with Fulfillment Companies
Inventory Management

Integrations

Open API/Integrations
Microsoft Flow
Dynamics Platforms
Microsoft API
Azure Integration Services
Altai Integration Toolkits
Comprehensive list of integrations for LMS, Accounting, Credentialing, CMS, and more

Fundraising

Campaign Management
Donations/Pledge Processing and Tracking
Recurring Donations
Accept Donations Online
Fundraising Events
Grant Management Add-on Module

Credentialing

Event Credentialing
Commerce Paths to customize the member’s buying experience
Advanced Certification Management
Document Upload
Re-Certification Management
Approval Workflows
Application Management
Testing Management

Learning Management

Tracking of Education Units
Connect Continuing Education to Events and/or Sessions
Complete Tracking and Reporting of Training (inside and out)
Publications/Subscription Management
Programs/Submissions Management

Accounting

Recurring/Automatic Payments
Accounting Software Integrations
Payment Gateways
Batch Management
Deferral and Proration Scheduling
GL Mapping
Multi-company Financials
Recurring & Installment Payments
Multiple Price Lists
Tax Collection Management
Seamlessly Integrate with Dynamics GP/SL/BC or other Accounting Software
Multi-Currency
Due-to/Due-from Capability

Call For Proposals

Nomination Management
Award and Proposal Evaluations
Historical Recipient Tracking
Event Connections
Survey Integration

Social Marketing

LinkedIn Integration Pulls Associated LinkedIn Profiles to your Contacts
Change Alerts to Primary Contact’s LinkedIn Profile
Included Social Monitoring of typical social sites
Measure & Oversee Engagement on Facebook, LinkedIn, Twitter & More
Integrate into your Private Social Community

Microsoft Power Apps

No-code/Low-code Apps
Simple Deployment

Popular Apps include:

Training Attendance
Credentialing Management
Event Agendas
Customer Service

Microsoft Power Automate

Easy Business Process Design using NO CODE tools
Automate Manual/Inconsistent Business Processes
Get Notifications
Automate File Synchronizing
Digitally Transform Approvals
DIY Reliable Integrations
Design Automated Messaging & Other Workflows