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