Wild Apricot For Business And Professional Associations
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Wild Apricot For Business And Professional Associations

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Wild Apricot For Business And Professional Associations

Wild Apricot For Business And Professional Associations

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Wild Apricot For Business And Professional Associations Wild Apricot For Business And Professional Associations Presentation Transcript

    • Wild Apricot
    • for Professional and Business Associations
    (Wild Apricot is also used by thousands of other non-profit organizations – charities, clubs, activists organizations, etc. See www.wildapricot.com ) February 2009
    • Table of contents
    • Overview
    • Trade-offs
    • Feedback from existing customers
    • Key Functionality
    • Client examples
    • Wild Apricot vs. other solutions
    • Links for more information
    • Overview
  • Overview
    • All-in-one
    • Economical pricing
    • Centralized records
    • On-demand software
    • Ease of use
    • Administration automation
    • Online member engagement and self service
    • Data safety and security
    • Tech support
    • About the vendor
  • All-in-one
    • Replaces 7 separate systems by combining:
      • Website hosting including content management tool
      • Centralized database for members, sponsors, other contacts
      • Member self-service portal
      • Event calendar and online registration
      • Online fundraising and online payments
      • Communication and community tools: discussion forums, blog, e­newsletters
      • Secure private webpages for members, board, committees
    • Can also be integrated into an existing website
  • Economical pricing
    • Flat monthly fee from $25/month (max. $200/month)
    • No other surcharges (per-transaction, per-record, per-module, per-user)
    • 10% discount for annual subscriptions
    • No long-term contracts, no cancellation fees
    • Free updates included (new features added every 7-10 weeks)
    • Free tech support
    • Full details online: www.wildapricot.com/pricing.aspx
  • Centralized records
    • Information flows automatically from website to member database to online member directory to event registration system
    • Centralized data storage shared between all components
    • Saves time spent on keeping records in sync between different functions
    • Up-to-date records are accessible online at any moment
    • Secure remote access by authorized board members, staff and volunteers
    • Can be used from home or office – only needs browser and Internet connection
  • On-demand software
    • Instant availability – runs in the web browser
    • No hardware purchase required
    • No software to install
      • Typical time to go live: from a few days to 2-3 weeks (customizing settings, importing database records, copying content)
    • All client accounts are automatically upgraded when new releases are published
  • Ease of Use
    • Designed for non-techies
    • Makes it easy to involve volunteers – if they can use Microsoft Word, they can use Wild Apricot
    • Saves money on training
    • Top scores in Idealware review of 8 packages: http://www.idealware.org/articles/low_cost_integrated.php
  • Administration automation
    • Replaces typical time-consuming manual administration tasks with automated routines , e.g.:
      • Online application process, including approval workflow and automatic invoices and receipts for membership applications
      • Sending renewal reminders
      • Processing lapsed memberships
      • Automatically emailing event announcements and reminders
    • Puts members in charge of updating their own data and processing renewals – via self-service web portal
  • Online member engagement and self-service
    • Website comes with built-in tools for online member community:
      • Member directory (public or member-only)
      • Discussion forum
      • Blog
      • Email newsletter tool
    • Saves staff and volunteer time & increases member satisfaction with online instant self-service for members:
      • New applications
      • Contact information and profile updates
      • Event registrations
      • Renewals
      • Online payments
  • Data safety and security
    • Automatic daily backups ensure data safety
    • Member list, event registration, etc. can be exported into Excel at any moment
    • Vendor security team monitors security bulletins and updates servers as necessary
    • Product tested and certified on Microsoft Platform http://www.wildapricot.com/blogs/newsblog/archive/2007/09/12/wa-certification.aspx
  • Tech support
    • Free tech support
      • Email support
      • Online support portal http://Support.wildapricot.com
        • Response time 1 business day
      • Toll-free telephone support
    • Extensive online help database http://Help.wildapricot.com
    • User community (discussion forums) http://www.wildapricot.com/forums/default.aspx?GroupID=10
  • About the vendor - Bonasource Inc.
    • Reliable vendor: est. 2001, references from Fortune 500 companies. See www.bonasource.com
    • Microsoft Gold Certified Partner (top designation)
    • Safe choice: Over 15,000 organizations signed up as of February 2009 (probably #1 by number of clients for small associations and non-profits market)
      • Regular and frequent product updates based on customer feedback (e.g. 10 releases in 2008) see   http://help.wildapricot.com/display/DOC/0.+Release+history
    • Current clientele survey results positive (details in the following sections)
    • Trade-offs
  • Trade-offs (and counterpoints)
    • Ongoing monthly subscription fee
      • Good value for what it includes (hosting, free tech support, free updates)
      • Total cost of ownership is lower than other options
      • Account can be switched to a free ad-supported plan any time, all data stays intact
    • As a packaged solution, functionality can not be customized to meet 100% of individual needs
      • Designed for associations and non-profits, so out-of-the-box covers ~75-90% and new features are added every 6-8 weeks based on user feedback
    • Built-in design templates are nice but on the simpler side
      • Unique design / look and feel requires investment in web design (offered by third parties, typical cost $1,000-$5,000)
      • New features are in the works to enhance out of the box design options, scheduled for Q2 2009
    • Feedback from existing customers
    • Wild Apricot Client Survey
    • December 2008
    • See more:
    • http://www.scribd.com/doc/10979980/Wild-Apricot-Client-Survey-December-2008
    • http://www.scribd.com/doc/11402991/What-Aspects-and-Functions-Do-You-Find-the-Most-Useful-and-Why-How-Did-It-Benefit-You
  • Survey results: Ease of use
  • Survey results: Technical support
  • Survey results: Quality and reliability
  • Survey results: Would you recommend Wild Apricot? 78.8% of Wild Apricot clients give it 8, 9 or 10
    • Key Functionality
  • Key Functionality Summary
    • Membership management
      • Customizable database fields
      • Automation of application workflow and renewals
      • Online payments
      • Member history, search and reports
      • Individual and corporate memberships
    • Member self-service portal
      • Online application for new members
      • Renewals
      • Update own profile
      • Event registration at special member price
      • Access member-only web pages
    • Online community tools
      • Blog
      • Discussion forum
      • Member directory
      • E-newsletters
      • Member Groups (e.g. board, committees)
      • Website
      • Selection of starting templates
      • Customization tools to personalize look and feel
      • Unlimited numbers of pages, pictures and documents
      • Able to integrate video, photo albums
      • Interactive pages (e.g. online member directory)
      • Event registration
      • Online event calendar
      • Customizable event registration form
      • Event registration report
      • Sends notices, reminders and confirmations automatically
      • Online fundraising
      • Donation form and online payment
      • Donor database, donations report
      • Customizable donation email receipt
  • Website Customization
    • Selection of starting templates
    • Range of customization capabilities (optional advanced design customization requires help from web designers)
    • Point and click interface to add interactive components like member directory, event calendar, membership application form, etc.
  • Website Content Management
    • Unlimited web pages, document and picture attachments
    • Easy to update web pages – no tech skills needed
  • Website Content Management – Page Editing Example
  • Website Security
    • Unlimited number of website administrators
    • Individual logins for each administrator and each member
    • Granular access control: full / website / membership / events / fundraising
  • Website Security – Member-only Content Example
  • Membership Management – Online Payment Options
    • Integrated into Wild Apricot website:
      • Authorize.Net
      • PayPal Pro (US)
    • Initiated on Wild Apricot and completed on the payment processor website
      • Paypal Standard
      • Google Checkout
  • Membership Management
    • Multiple membership levels
    • Unlimited custom membership database fields
    • Automated application workflow: from online sign-up to online payment to adding a record to your member database to sending a receipt and welcome email
  • Membership Management – Online Application Example
  • Member Self-Service
    • Saves staff and volunteer time by letting members use online self service:
      • Online application
      • Profile updates
      • Renewals
      • Accessing secure member-only content
      • Event registration
      • Online community participation – discussion forums and blog
  • Member Self-Service – Member Profile Example
  • Automate Membership Renewals
    • Automatically send reminders
    • Let members renew with online self-service and pay online
    • See up-to-date picture of membership at any time
  • Automate Membership Renewals – Member Summary Example
  • Online Member Directory
    • Point and click to add searchable member directory to your website
    • Directory is automatically updated with new member records and updates of existing records in the member database
  • Online Member Directory – Presenting members to the public
  • Engage Members Online
    • Point and click to add a blog page or a discussion forum
    • Send out email newsletters to all contacts – or a specific subset of records
    • Let members interact online to energize your community
  • Engage Members Online – Blog Example
  • Engage Members Online – Forum Example
  • Membership Administration and Reporting
    • See your member database summary instantly at any time
    • Access and update member records
    • Run payments reports
    • Custom reports to analyze membership data
  • Membership Administration and Reporting – View and Update Member Record Example
  • Membership Administration and Reporting – Payments Report Example
  • Event Management
    • Add unlimited events to event database
    • Events automatically appear on your online calendar page
    • Past events are automatically archived
    • Send event announcements automatically
  • Event Management – Database of Events Example
  • Event Management – Event Calendar Example
  • Event Management – Event Income Report Example
  • Event Registration
    • Customize each event registration form
    • Automatically send event confirmations
    • Instant online access to current list of registrations
  • Event Registration – Online Registration Form Example
  • Event Registration – Online Attendee List Example
    • Client Examples
    • Over 5,000 clients in association space
      • Professional associations
      • Chambers of commerce
      • Business associations
      • Business networks
      • Homeowners and condo associations
    Wild Apricot Clients
  • Homepage Online membership application form Member profile page
  • Homepage Searchable member directory
  • Event calendar Event details Event list and registration
    • Wild Apricot vs. Other Solutions
  • Main Options and examples
    • On-demand all-in-one software , e.g.
      • Wild Apricot
      • MemberClicks
      • Avectra NetForum
    • Custom/customized systems , e.g.
      • IRM Software
    • Collection of disparate services , e.g.
      • Website content management: Regular web hosting + FrontPage/Dreamweaver
      • Event registration: EventBrite, Cvent
      • Email newsletters: Outlook, Constant Contact
      • Membership Database: Excel, Access, FileMaker
      • Blog: Typepad
      • Discussion Forums: Yahoo Groups
      • Private websites (for members/board/committees) : Intranets.com
      • Etc.
  • Wild Apricot vs. Other on-demand all-in-one software
    • Best way to compare – try out each system on your shortlist (As opposed to scripted demos)
    • In general, Wild Apricot key advantages vs. similar online systems are:
      • Easier to use
      • Lower cost and simpler pricing
      • Larger client base (which makes the vendor more reliable and also ensures ongoing development of the product)
  • Wild Apricot vs. Custom vs. Collection of services Category Wild Apricot Custom/customized systems Collection of disparate services Initial cost license/setup/training Lowest Expensive $$ Varies, usually not expensive but time consuming How well matches your specific needs Typically 75-90% Up to 90-95% Varies Ongoing annual cost (updates, maintenance, support) ~$600/year $2000-$5000/year and up Varies Technical support Free Expensive $$ Varies Ease of use Designed for non-techies Varies Varies, some services might be great, synchronizing them is challenging Ease of setup/customization capabilities Easy to customize, substantial capabilities - but still restricted Virtually unlimited but expensive $$ Varies Manual work to keep data synchronized and up to date None/low None/low Huge manual overhead Data safety and security Monitored and updated by vendor Varies. Good security costs $$$ As good as the weakest point (which usually means poor) Time to setup and launch Days to weeks Months Weeks to months
    • For more information:
    • Free 30-day trial account at WildApricot.com No credit card required, free support, including pre-sales questions
    • Video tutorials : http://help.wildapricot.com/display/DOC/Video+tutorials
    • Client feedback: http://www.wildapricot.com/survey
    • Online help : http://help.wildapricot.com
    • Wild Apricot on TV : http://www.youtube.com/user/wildapricotcom