Changing Your AMS: How Do You Know When It's Time?


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A presentation explaining what to look for when you're looking for a new membership management system.

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  • There may be some people joining along the way Just a few housekeeping items before we get started, but I’d like to get started. PAUSE My name is Chris Bonney Thank you for joining Vanguard Technology’s AMS Webinar today I will be muting all participants for the duration of the presentation to ensure sound quality and continuity I’ll set aside some time for questions at the end of the presentation It should last just under an hour top to bottom Today’s session will be recorded and presented on our website for future viewing Now on to today’s topics
  • Changing Your AMS: How Do You Know When It's Time?

    1. 1. Presented by Vanguard Technology
    2. 2. <ul><li>What Are Your Options? </li></ul><ul><li>Is It Your Vendor And Not The Software? </li></ul><ul><li>4 Vital Considerations Before You Switch </li></ul><ul><li>What’s Possible? </li></ul>
    3. 3. <ul><li>Should I upgrade my existing software? </li></ul><ul><li>Should I buy all new software? </li></ul><ul><li>Should I stay where I am for now? </li></ul>
    4. 4. <ul><li>Is the upgrade doable technology-wise? </li></ul><ul><li>Does it offer relevant features? </li></ul><ul><li>Are you happy with our existing vendor relationship? </li></ul><ul><li>Does the upgrade bring your system up to modern-day standard? </li></ul>
    5. 5. <ul><li>Do you deserve better service from your existing vendor? </li></ul><ul><li>Are your staff and members demanding technology capabilities beyond your existing vendor upgrade capability? </li></ul><ul><li>Has your process been engineered around your software and not the other way around? </li></ul>
    6. 6. <ul><li>Financially viable? </li></ul><ul><li>Can you afford not to make the change? </li></ul><ul><li>Wait for an even better technology next year </li></ul><ul><li>Workflow is smooth and efficient </li></ul>
    7. 7. Is it your vendor? Photo: gregoconnell
    8. 8. <ul><li>Discuss Your Business Objectives </li></ul><ul><li>Ask More Questions </li></ul><ul><li>Prioritize </li></ul><ul><li>Document </li></ul><ul><li>Be Accountable </li></ul>
    9. 9. <ul><li>1. Process </li></ul><ul><li>2. Information </li></ul><ul><li>3. People </li></ul><ul><li>4. Planning </li></ul>
    10. 10. Process Photo: KentBye
    11. 12. <ul><li>Working? </li></ul><ul><li>From the we’ve-always-done-it-that-way school of thought? </li></ul><ul><li>Modified to fit constraints of software? </li></ul><ul><li>Mostly in someone’s head? </li></ul><ul><li>Examined and tweaked regularly? </li></ul><ul><li>Shared with all areas of your organization? </li></ul>
    12. 13. Photo: matsuda.yokihiro Information
    13. 16. <ul><li>In one place? </li></ul><ul><li>Accurate? </li></ul><ul><li>Easy to access? </li></ul><ul><li>In someone’s head? </li></ul><ul><li>Shared with other areas of the organization? </li></ul>
    14. 17. Photo: llawliet People
    15. 18. <ul><li>Change </li></ul>
    16. 20. <ul><li>Open to change? </li></ul><ul><li>Comfortable providing feedback? </li></ul><ul><li>Involved in the decision-making process? </li></ul><ul><li>Informed about the vision of the organization? </li></ul><ul><li>Informed about why change is necessary? </li></ul>
    17. 21. Planning
    18. 22. Planning
    19. 23. <ul><li>Financially realistic </li></ul><ul><li>Based on the key areas of your association </li></ul><ul><li>Proportionate to the amount of time to be spent on installation </li></ul><ul><li>Documented at a very high level </li></ul><ul><li>Communicated to your staff and vendor </li></ul>
    20. 24. What’s Possible?
    21. 25. Imagine
    22. 26. <ul><li>1. Web-based, 24/7 full access from anywhere for anyone </li></ul><ul><li>2. Any information from system displayed anywhere at anytime </li></ul><ul><li>3. No technical staff required to run it (SaaS) </li></ul><ul><li>4. Free upgrades </li></ul><ul><li>5. Connects with any legacy system </li></ul><ul><li>6. Flexible pricing </li></ul><ul><li>7. The future is now </li></ul>
    23. 27. <ul><li>True intention. Ask why. </li></ul><ul><li>Technology status </li></ul><ul><li>Vendor relationship </li></ul><ul><li>Process </li></ul><ul><li>Change tolerance </li></ul><ul><li>Budget </li></ul><ul><li>Where’s your data? </li></ul><ul><li>People availability </li></ul>
    24. 28. <ul><li>Chris Bonney or Jack Cota </li></ul><ul><li>Vanguard Technology </li></ul><ul><li>Phone: 312-994-2312 </li></ul><ul><li>E-mail: </li></ul><ul><li>Website: </li></ul>