What are the top three questions associations should ask before choosing an association management software provider?
How should assns and vendors work together to ensure a solid ongoing relationship?
How often should execs review their systems?
This week’s Association Chat on Twitter discussed these questions and more, and was quite a lively conversation. (Read the transcript here.)
If you’re unfamiliar with Association Chat, it’s hosted by Delcor‘s KiKi L’Italien every Tuesday at 2 p.m. ET. Association professionals discuss hot topics via Twitter using the hashtag #assnchat. This week’s chat discussed AMS and CRM solutions for organizations, and the issues organizations face when choosing one.
Every organization has different needs, and I think it’s important to remember that the reason there are so many different options on the market is to fit a variety of needs. If there was just one solution for every organization, it would likely be full of bugs and there’s no way it would be able to comprehensively meet everyone’s needs. Additionally, some organizations want more features from their AMS than others, every organization is a different size … the list goes on and on.
Suffice it to say that, although it can be overwhelming for your organization to choose an AMS, it’s definitely a good thing to have a few different options. Here are a few guidelines to consider when choosing an AMS.
1. Who’s involved? Who in your organization is going to be involved in the shopping process? If your organization is very small (fewer than five or 10 staffers), perhaps everyone should be involved. But who will be regularly using or be affected by the product?
2. How long will it take? Define a timeline for evaluating, implementing and launching the new system. Take things into account such as your upcoming events, membership drive and renewal period – the AMS may be able to streamline those processes. Set date ranges for discovery, demonstrations, questions, decision-making and going live.
3. What do you need? Put together and prioritize a list of all requirements, wish list items and goals that you hope the new AMS will address. Be sure to consult with your organization’s administrators to see what pain points they’re experiencing, and clearly differentiate between the wish-list and must-have items.
4. What can you afford? Factor in the time and human resources the new AMS may save, or even the new revenue streams, such as sponsorship or job board revenue, the new AMS may generate.
5. Who’s out there? Learn abut the different AMS vendors that are in the market. Create a short list. Reach out to similar organizations to see what vendor they are using. Contact ASAE for a list of AMS vendors or use its Buyers’ Guide to search for vendors that meet your needs.
6. Talk to the vendors. Of course, reach out to a list of vendors to get more information. Schedule a time to review your needs, requirements and business challenges.
7. See it in action. Schedule an online demo to see the solution in action. If possible, get your organization’s evaluating committee to participate in the demo, which will help streamline the process.
8. Ask the right question. In addition to exploring the software’s features during the evaluation process, there are so many additional questions you should ask the vendor.
- What is included in the setup?
- What does the implementation process entail, and how long does it take?
- Are product updates included or must you upgrade the software to receive updated features?
- How often is the product updated?
- What technical support and training is included and what are those charges?
- How secure and reliable is the software?
- What additional hardware or software is needed for installation?
- How many admin licenses are included?
- Who hosts the software?
- Who owns the data and website – the client or the vendor?
- What are the vendor’s terms of cancellation?
- If you’re looking at web design as part of the AMS solution, does the vendor use stock templates or is the website custom-designed?
- How does the vendor handle payment processing? Is the vendor PCI Compliant?
There are a great deal of factors to consider when choosing a new AMS. The good new is, with so many options on the market, there’s bound to be a vendor that best fits your organization’s needs.