The document provides tips for small associations to consider when seeking an affordable technology solution. It advises to realistically assess needs, prioritize, and find financial resources through means like eliminating redundant systems, online advertising, or grants. It also recommends thoroughly researching options by talking to peers and vendors, getting demonstrations, and ensuring service quality before presenting the solution to the board for approval.

1. Finding BIG Technology Solutions on a Small Association Budget Lisa Snide, VP of Operations 614.451.5010 [email_address] Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

2. Introductions Today’s Objective: To arm you with knowledge and helpful questions to consider when seeking a technology solution provider Brief Demo and Discussion Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

3. 1. What Do I Need? Realistically Assess your organization’s needs: Begin by getting key staff involved Use some caution when getting staff involved Promote a realistic perspective and timeline Prioritize needs Association Management System (AMS) Financial Management System (FMS) Content Management System (CMS) No single product does everything well Walk before you run Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

4. 2. How can I afford it? Finding the financial resources you need: “ It’s not in our budget.” capital vs. operational expenses If it’s in your future, it’s in your future budget. If you’re tapped out... tap into something else. selling online advertising and/or sponsorships applying for a federal or state grant eliminating redundant systems (example: fax / email services) providing members with a basic website that shares your web content drop the printed directory - switch to online only? ads or advanced listings offer affinity programs Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

5. 2. How can I afford it? Finding the financial resources you need: Get the cake now. Ice the cake later. Can you afford NOT to change? IN sourcing vs. OUT sourcing Accountant Marketing / Communications Registration / Events management Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

6. 3. Where do I find it? How to shop for a solution: Internet resources – ASAEcenter.org Hire a consultant? Talk with your association peers Even better – Staff to Staff talk Get involved with the whole process Product demos and comparisons – service is KEY Is there a money-back guarantee? Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

7. 4. Now that I found it … How do I convince my Board? In a perfect world . . . How will your solution(s) move the organization forward Demonstrate that the solution either adds new potential income to the organization, and/or reduces ‘outflows’ Anticipate Board members who require special attention Find someone who can be your ‘champion’ Items at the top of the Agenda receive the most attention Ask your prospective vendor to attend the Board meeting Find a more expensive alternative proposal for comparison Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.

8. Questions Thank You. Lisa Snide, VP of Operations 614.451.5010 [email_address] Copyright 2010 - TCS Software, Inc. Forward Thinking. Exceptional Service.