Member expectations continue to rise while association staff time is stretched thin. Join us for an interactive session exploring how to automate your digital ecosystem so that staff can deliver more member value in less time. No matter how hard an AMS tries, it can’t be all things to all people. That’s ok. With the explosion of cloud technology, there have never been more options for organizations to streamline their operations while enhancing the member experience. The ASAE tech community calls this the “best in class” approach - finding software that fits your needs and integrating it in a seamless way with your AMS. This session isn’t just for the techies… it’s designed to empower anyone who is thinking that “there must be a better way.”

1. Think Outside of the AMS
Building a Best-in-Class Digital Ecosystem
Pete Zimek, CAE
CEO, Novi AMS
Misha Getter
Head of Technology, CLOC

2. Karl Elsener
1860-1918

3. Karl Elsener
1860-1918

4. Karl Elsener

5. Karl Elsener

6. Karl Elsener

7. Karl Elsener

8. Karl Elsener
• 2.5" 60% Serrated locking blade
• Nail file, nail cleaner
• Corkscrew
• Adjustable pliers with wire crimper and cutter
• Removable screwdriver bit adapter
• 2.5" Blade for Official World Scout Knife
• Spring-loaded, locking needle-nose pliers with wire cutter
• Removable screwdriver bit holder
• Phillips head screwdriver bit 0
• Phillips head screwdriver bit 1
• Phillips head screwdriver bit 2
• Flat head screwdriver bit 0.5mm x 3.5mm
• Flat head screwdriver bit 0.6mm x 4.0mm
• Flat head screwdriver bit 1.0mm x 6.5mm
• Magnetized recessed bit holder
• Double-cut wood saw with ruler (inch & cm)
• Bike chain rivet setter, removable 5mm allen wrench, screwdriver for slotted and philips head screws
• Removable tool for adjusting bike spokes, 10mm hexagonal key for nuts
• Removable 4mm curved allen wrench with philips head screwdriver
• Removable 10mm hexagonal key
• Patented locking philips head screwdriver
• Universal wrench
• 2.4" Springless scissors with serrated, self-sharpening design
• 1.65" Clip point utility blade
• Philips head screwdriver
• 2.5" Clip point blade
• Golf club face cleaner
• 2.4" Round tip blade
• Patented locking screwdriver, cap lifter, can opener
• Golf shoe spike wrench
• Golf divot repair tool
• 4mm allen wrench
• 2.5" blade
• Fine metal file with precision screwdriver
• Double-cut wood saw
• Cupped cigar cutter with double-honed edges

9. Karl Elsener

10. Karl Elsener

11. Karl Elsener

12. Karl Elsener

13. Karl Elsener

14. Karl Elsener

15. Karl Elsener

16. Karl Elsener

17. Karl Elsener
87 vs. 147

18. Think Outside of the AMS
Building a Best-in-Class Digital Ecosystem
Pete Zimek, CAE
CEO, Novi AMS
Misha Getter
Head of Technology, CLOC

19. Digital Ecosystem
AMS
Email
Marketing
Accounting
Learning
Management
Content
Hub
Analytics
&
Reporting
Digital
Advertising
Custom
Application
Online
Community
Conference
App
Event
Management
Job
Board
Custom
Software
Trade
Show
Map
Virtual
Conference

20. Why Build a
Digital Ecosystem?

22. Why Build a Digital Ecosystem?
1. Use the right tool for the job
2. Automate manual work
3. Deliver member benefits faster
4. Live up to modern expectations

23. Real World
Examples
Why Build a Digital Ecosystem?

24. What are your
real world examples?
Why Build a Digital Ecosystem?

25. Why NOT Connect Apps
within a
Digital Ecosystem?

27. Why Not?
1. Overkill
2. Obscure Workflows
3. Financial Constraints
4. Because it’s cool

28. Real World
Examples
Why Not?

29. What are your
real world examples?
Why Build a Digital Ecosystem?

30. How?

33. Basic Terminology

34. Building a Digital Ecosystem
3 Concepts to Understand
● API
● Webhook
● SSO

35. Application Programming Interface
API

37. Entity
Field
Field
Field
Entity
Field
Field
Field
Building a Digital Ecosystem
Designing a Connection

38. Entity
Field
Field
Field
Entity
Field
Field
Field
Building a Digital Ecosystem
Designing a Connection

39. Real-Time Alert
Webhook

41. Single Sign On
SSO

43. 4 Ways to Connect

44. Building a Digital Ecosystem
4 Ways to Connect Software
● Native
● Middleware
● Custom
● Zapier

45. Connecting Software
Native

46. Connecting Software
Middleware
iPaaS
(Integration Platform as a Service)

47. Connecting Software
Custom

48. Connecting Software

49. How are you connecting
your systems together?
Quick Poll

50. Practical Guide for all levels
iPaaS for Associations

51. Corporate Legal Operations
Consortium (CLOC)
Case Study

52. • Focus on best in class,
purpose-built products.
• Prioritize products with
existing integrations with the
Data Analytics core
• Satellite systems can be
easily unplugged and
replaced
LMS
MMS
(NoviAMS)
EVENTS
(Cvent)
COMMUNITY
(HL)
MARKETING
(MailChimp)
CMS
(WordPress)
SURVEYS
DATA HUB:
DATA LAKE + ANALYTICS
ENGINE
(Acumen by A2)
iPaaS (Integration Platform) - Zapier
Direct API
Direct API
Data-centric, micro-services
inspired architecture

53. User Story 1: Legal Service Handler
● As a Membership Manager, I want to properly categorize each
non-member company when an individual-level member of specific
type joins CLOC.
● SOLUTION: Create a Zap that will only run when an individual
member of specific type is created. I will then find and update basic
parent company record with relevant information from the individual
member record.

57. User Story 2: Automate requests for signature
● As a Sales and Sponsorships manager, I want Sponsorship
agreements to be sent for signature to the corporate representatives
whenever they purchase any kind of sponsorship from Novi Store
● SOLUTION: Create a Zap that will be triggered when an item of
certain type is purchased from the eStore. It will then pass the
information provided by the buyer to DocuSign and request a
document to be sent to the designated person for signature.

60. State of the Industry
iPaaS Survey

61. Others:
• Custom-built – 2
• MS Power Automate – 1
• Celigo – 1
• Tray.io - 1
iPaaS currently in
use by associations
iPaaS Survey Results

62. On the Roadmap
iPaaS Survey Results

63. Association Software
Out of the Box Integrations
iPaaS Survey Results
Others:
• MS Power Automate - 3
• Tray.io - 1

64. What Now?
Moving Forward

66. Connecting Software
Head in the sand pic

67. Connecting Software
Head in the sand pic

69. Connecting Software
Head in the sand pic

70. Karl Elsener

71. Karl Elsener
Q: Is this a real Swiss Army Knife?
… or is it digital art?

72. Digital Ecosystem

73. Karl Elsener

74. Karl Elsener

75. Karl Elsener

76. Digital Ecosystem
AMS
Email
Marketing
Accounting
Learning
Management
Content
Hub
Analytics
&
Reporting
Digital
Advertising
Custom
Application
Online
Community
Conference
App
Event
Management
Job
Board
Custom
Software
Trade
Show
Map
Virtual
Conference

77. Pete Zimek, CAE
CEO, Novi AMS
pete@noviams.com
Misha Getter
Head of Technology, CLOC
michael.getter@cloc.org
Need to upload slides to blog. And add URL.

78. Best-in-Class
Apps

80. Best-in-Class Apps
Online Communities

81. Best-in-Class Apps
Event Management
Systems

82. Best-in-Class Apps
Accounting

83. Best-in-Class Apps
Grants, Awards,
Accreditations &
Scholarships

84. Best-in-Class Apps
Learning Management

85. Best-in-Class Apps
Marketing &
Communications

86. Best-in-Class Apps
Two-Way
Communication

87. Best-in-Class Apps
Marketing Automation

88. Best-in-Class Apps
Communications

89. Best-in-Class Apps
Job Boards

90. Best-in-Class Apps
Content Management

91. Best-in-Class Apps
Non-Dues Revenue

92. Best-in-Class Apps
Analytics & Reporting