10-14-2014 SSP Webinar: Publishing Services Vendor Integration – Jennifer Pesanelli

1. Vendor Integration
A Vendor/Client Perspective
October 14, 2014
Jennifer L. Pesanelli
Deputy Executive Director for Operations
& Director of Publications

2. Vendor/Client: The Vendor Side
• Association Management Services
– General Management: Executive Directors, Business
Managers
– Meeting Management
– Support Services: Membership, Accounting, IT
• Publication Services
– Editorial, Peer Review, Production (not systems)
– Programs, Abstracts, Directories
– Content Licensing, Fulfillment

3. Vendor/Client: The Client Side
• Our Association Management Needs
– Database – Association Management Software (AMS)
– Third party support for client society programs
• Commercial publishing contacts
• Learning management systems (LMS)
• Our Publishing Needs
– Manuscript submission and peer review system
– Composition, tagging, printing
– Online platform

4. The Very Important Request for
Proposal (RFP)
• Best bet for apples to apples
• Engage a consultant?
• RFP Development
– Background
– Process and timelines
– Needs
• Scope of services from client/publisher perspective
• The more detail the better!!

5. The Proposal
• Be open to lots of questions
• Scope of services from the
vendor perspective
• Expectations
• Details, details, details
– Deliverables
– 3rd party involvement?

6. Critical Phases
• Proposal to Contract phase
– Scope inclusion
– Negotiation
• Exit strategy!
• Transition phase
– Documentation
• Up and running – steady state?

7. The Ongoing Relationship
• Communication
– 2 way street
• Managing expectations
• You aren’t the only one!
• ….but you’re busy too
• When problems arise

8. Multiple Vendors – Playing Well
Together
• Integration
• Process
• Communication
– Now 3+ way street
• Compatible systems?
– Cost implications

9. The Desired End Result