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Wild Apricot Presentation - January 2009


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Wild Apricot Presentation - January 2009

  1. 1. <ul><li>Wild Apricot </li></ul><ul><li>for Professional and Business Associations </li></ul>(Wild Apricot is also used by thousands of other non-profit organizations – charities, clubs, activists organizations, etc. See ) February, 2009
  2. 2. <ul><li>Table of contents </li></ul><ul><li>Overview </li></ul><ul><li>Trade-offs </li></ul><ul><li>Feedback from existing customers </li></ul><ul><li>Key Functionality </li></ul><ul><li>Client examples </li></ul><ul><li>Wild Apricot vs. other solutions </li></ul><ul><li>Links for more information </li></ul>
  3. 3. <ul><li>Overview </li></ul>
  4. 4. Overview <ul><li>All-in-one </li></ul><ul><li>Economical pricing </li></ul><ul><li>Centralized records </li></ul><ul><li>On-demand software </li></ul><ul><li>Ease of use </li></ul><ul><li>Administration automation </li></ul><ul><li>Online member engagement and self service </li></ul><ul><li>Data safety and security </li></ul><ul><li>Tech support </li></ul><ul><li>About the vendor </li></ul>
  5. 5. All-in-one <ul><li>Replaces 7 separate systems by combining: </li></ul><ul><ul><li>Website hosting including content management tool </li></ul></ul><ul><ul><li>Centralized database for members, sponsors, other contacts </li></ul></ul><ul><ul><li>Member self-service portal </li></ul></ul><ul><ul><li>Event calendar and online registration </li></ul></ul><ul><ul><li>Online fundraising and online payments </li></ul></ul><ul><ul><li>Communication and community tools: discussion forums, blog, e­newsletters </li></ul></ul><ul><ul><li>Secure private webpages for members, board, committees </li></ul></ul><ul><li>Can also be integrated into an existing website </li></ul>
  6. 6. Economical pricing <ul><li>Flat monthly fee from $25/month (max. $200/month) </li></ul><ul><li>No other surcharges (per-transaction, per-record, per-module, per-user) </li></ul><ul><li>10% discount for annual subscriptions </li></ul><ul><li>No long-term contracts, no cancellation fees </li></ul><ul><li>Free updates included (new features added every 7-10 weeks) </li></ul><ul><li>Free tech support </li></ul><ul><li>Full details online: </li></ul>
  7. 7. Centralized records <ul><li>Information flows automatically from website to member database to online member directory to event registration system </li></ul><ul><li>Centralized data storage shared between all components </li></ul><ul><li>Saves time spent on keeping records in sync between different functions </li></ul><ul><li>Up-to-date records are accessible online at any moment </li></ul><ul><li>Secure remote access by authorized board members, staff and volunteers </li></ul><ul><li>Can be used from home or office – only needs browser and Internet connection </li></ul>
  8. 8. On-demand software <ul><li>Instant availability – runs in the web browser </li></ul><ul><li>No hardware purchase required </li></ul><ul><li>No software to install </li></ul><ul><ul><li>Typical time to go live: from a few days to 2-3 weeks (customizing settings, importing database records, copying content) </li></ul></ul><ul><li>All client accounts are automatically upgraded when new releases are published </li></ul>
  9. 9. Ease of Use <ul><li>Designed for non-techies </li></ul><ul><li>Makes it easy to involve volunteers – if they can use Microsoft Word, they can use Wild Apricot </li></ul><ul><li>Saves money on training </li></ul><ul><li>Top scores in Idealware review of 8 packages: </li></ul>
  10. 10. Administration automation <ul><li>Replaces typical time-consuming manual administration tasks with automated routines , e.g.: </li></ul><ul><ul><li>Online application process, including approval workflow and automatic invoices and receipts for membership applications </li></ul></ul><ul><ul><li>Sending renewal reminders </li></ul></ul><ul><ul><li>Processing lapsed memberships </li></ul></ul><ul><ul><li>Automatically emailing event announcements and reminders </li></ul></ul><ul><li>Puts members in charge of updating their own data and processing renewals – via self-service web portal </li></ul>
  11. 11. Online member engagement and self-service <ul><li>Website comes with built-in tools for online member community: </li></ul><ul><ul><li>Member directory (public or member-only) </li></ul></ul><ul><ul><li>Discussion forum </li></ul></ul><ul><ul><li>Blog </li></ul></ul><ul><ul><li>Email newsletter tool </li></ul></ul><ul><li>Saves staff and volunteer time & increases member satisfaction with online instant self-service for members: </li></ul><ul><ul><li>New applications </li></ul></ul><ul><ul><li>Contact information and profile updates </li></ul></ul><ul><ul><li>Event registrations </li></ul></ul><ul><ul><li>Renewals </li></ul></ul><ul><ul><li>Online payments </li></ul></ul>
  12. 12. Data safety and security <ul><li>Automatic daily backups ensure data safety </li></ul><ul><li>Member list, event registration, etc. can be exported into Excel at any moment </li></ul><ul><li>Vendor security team monitors security bulletins and updates servers as necessary </li></ul><ul><li>Product tested and certified on Microsoft Platform </li></ul>
  13. 13. Tech support <ul><li>Free tech support </li></ul><ul><ul><li>Email support </li></ul></ul><ul><ul><li>Online support portal </li></ul></ul><ul><ul><ul><li>Response time 1 business day </li></ul></ul></ul><ul><ul><li>Toll-free telephone support </li></ul></ul><ul><li>Extensive online help database </li></ul><ul><li>User community (discussion forums) </li></ul>
  14. 14. About the vendor - Bonasource Inc. <ul><li>Reliable vendor: est. 2001, references from Fortune 500 companies. See </li></ul><ul><li>Microsoft Gold Certified Partner (top designation) </li></ul><ul><li>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) </li></ul><ul><ul><li>Regular and frequent product updates based on customer feedback (e.g. 10 releases in 2008) see </li></ul></ul><ul><li>Current clientele survey results positive (details in the following sections) </li></ul>
  15. 15. <ul><li>Trade-offs </li></ul>
  16. 16. Trade-offs (and counterpoints) <ul><li>Ongoing monthly subscription fee </li></ul><ul><ul><li>Good value for what it includes (hosting, free tech support, free updates) </li></ul></ul><ul><ul><li>Total cost of ownership is lower than other options </li></ul></ul><ul><ul><li>Account can be switched to a free ad-supported plan any time, all data stays intact </li></ul></ul><ul><li>As a packaged solution, functionality can not be customized to meet 100% of individual needs </li></ul><ul><ul><li>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 </li></ul></ul><ul><li>Built-in design templates are nice but on the simpler side </li></ul><ul><ul><li>Unique design / look and feel requires investment in web design (offered by third parties, typical cost $1,000-$5,000) </li></ul></ul><ul><ul><li>New features are in the works to enhance out of the box design options, scheduled for Q2 2009 </li></ul></ul>
  17. 17. <ul><li>Feedback from existing customers </li></ul><ul><li>Wild Apricot Client Survey </li></ul><ul><li>December 2008 </li></ul><ul><li>See more: </li></ul><ul><li> </li></ul><ul><li> </li></ul>
  18. 18. Survey results: Ease of use
  19. 19. Survey results: Technical support
  20. 20. Survey results: Quality and reliability
  21. 21. Survey results: Would you recommend Wild Apricot? 78.8% of Wild Apricot clients give it 8, 9 or 10
  22. 22. <ul><li>Key Functionality </li></ul>
  23. 23. Key Functionality Summary <ul><li>Membership management </li></ul><ul><ul><li>Customizable database fields </li></ul></ul><ul><ul><li>Automation of application workflow and renewals </li></ul></ul><ul><ul><li>Online payments </li></ul></ul><ul><ul><li>Member history, search and reports </li></ul></ul><ul><ul><li>Individual and corporate memberships </li></ul></ul><ul><li>Member self-service portal </li></ul><ul><ul><li>Online application for new members </li></ul></ul><ul><ul><li>Renewals </li></ul></ul><ul><ul><li>Update own profile </li></ul></ul><ul><ul><li>Event registration at special member price </li></ul></ul><ul><ul><li>Access member-only web pages </li></ul></ul><ul><li>Online community tools </li></ul><ul><ul><li>Blog </li></ul></ul><ul><ul><li>Discussion forum </li></ul></ul><ul><ul><li>Member directory </li></ul></ul><ul><ul><li>E-newsletters </li></ul></ul><ul><ul><li>Member Groups (e.g. board, committees) </li></ul></ul><ul><ul><li>Website </li></ul></ul><ul><ul><li>Selection of starting templates </li></ul></ul><ul><ul><li>Customization tools to personalize look and feel </li></ul></ul><ul><ul><li>Unlimited numbers of pages, pictures and documents </li></ul></ul><ul><ul><li>Able to integrate video, photo albums </li></ul></ul><ul><ul><li>Interactive pages (e.g. online member directory) </li></ul></ul><ul><ul><li>Event registration </li></ul></ul><ul><ul><li>Online event calendar </li></ul></ul><ul><ul><li>Customizable event registration form </li></ul></ul><ul><ul><li>Event registration report </li></ul></ul><ul><ul><li>Sends notices, reminders and confirmations automatically </li></ul></ul><ul><ul><li>Online fundraising </li></ul></ul><ul><ul><li>Donation form and online payment </li></ul></ul><ul><ul><li>Donor database, donations report </li></ul></ul><ul><ul><li>Customizable donation email receipt </li></ul></ul>
  24. 24. Website Customization <ul><li>Selection of starting templates </li></ul><ul><li>Range of customization capabilities (optional advanced design customization requires help from web designers) </li></ul><ul><li>Point and click interface to add interactive components like member directory, event calendar, membership application form, etc. </li></ul>
  25. 25. Website Content Management <ul><li>Unlimited web pages, document and picture attachments </li></ul><ul><li>Easy to update web pages – no tech skills needed </li></ul>
  26. 26. Website Content Management – Page Editing Example
  27. 27. Website Security <ul><li>Unlimited number of website administrators </li></ul><ul><li>Individual logins for each administrator and each member </li></ul><ul><li>Granular access control: full / website / membership / events / fundraising </li></ul>
  28. 28. Website Security – Member-only Content Example
  29. 29. Membership Management – Online Payment Options <ul><li>Integrated into Wild Apricot website: </li></ul><ul><ul><li>Authorize.Net </li></ul></ul><ul><ul><li>PayPal Pro (US) </li></ul></ul><ul><li>Initiated on Wild Apricot and completed on the payment processor website </li></ul><ul><ul><li>Paypal Standard </li></ul></ul><ul><ul><li>Google Checkout </li></ul></ul>
  30. 30. Membership Management <ul><li>Multiple membership levels </li></ul><ul><li>Unlimited custom membership database fields </li></ul><ul><li>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 </li></ul>
  31. 31. Membership Management – Online Application Example
  32. 32. Member Self-Service <ul><li>Saves staff and volunteer time by letting members use online self service: </li></ul><ul><ul><li>Online application </li></ul></ul><ul><ul><li>Profile updates </li></ul></ul><ul><ul><li>Renewals </li></ul></ul><ul><ul><li>Accessing secure member-only content </li></ul></ul><ul><ul><li>Event registration </li></ul></ul><ul><ul><li>Online community participation – discussion forums and blog </li></ul></ul>
  33. 33. Member Self-Service – Member Profile Example
  34. 34. Automate Membership Renewals <ul><li>Automatically send reminders </li></ul><ul><li>Let members renew with online self-service and pay online </li></ul><ul><li>See up-to-date picture of membership at any time </li></ul>
  35. 35. Automate Membership Renewals – Member Summary Example
  36. 36. Online Member Directory <ul><li>Point and click to add searchable member directory to your website </li></ul><ul><li>Directory is automatically updated with new member records and updates of existing records in the member database </li></ul>
  37. 37. Online Member Directory – Presenting members to the public
  38. 38. Engage Members Online <ul><li>Point and click to add a blog page or a discussion forum </li></ul><ul><li>Send out email newsletters to all contacts – or a specific subset of records </li></ul><ul><li>Let members interact online to energize your community </li></ul>
  39. 39. Engage Members Online – Blog Example
  40. 40. Engage Members Online – Forum Example
  41. 41. Membership Administration and Reporting <ul><li>See your member database summary instantly at any time </li></ul><ul><li>Access and update member records </li></ul><ul><li>Run payments reports </li></ul><ul><li>Custom reports to analyze membership data </li></ul>
  42. 42. Membership Administration and Reporting – View and Update Member Record Example
  43. 43. Membership Administration and Reporting – Payments Report Example
  44. 44. Event Management <ul><li>Add unlimited events to event database </li></ul><ul><li>Events automatically appear on your online calendar page </li></ul><ul><li>Past events are automatically archived </li></ul><ul><li>Send event announcements automatically </li></ul>
  45. 45. Event Management – Database of Events Example
  46. 46. Event Management – Event Calendar Example
  47. 47. Event Management – Event Income Report Example
  48. 48. Event Registration <ul><li>Customize each event registration form </li></ul><ul><li>Automatically send event confirmations </li></ul><ul><li>Instant online access to current list of registrations </li></ul>
  49. 49. Event Registration – Online Registration Form Example
  50. 50. Event Registration – Online Attendee List Example
  51. 51. <ul><li>Client Examples </li></ul>
  52. 52. <ul><li>Over 5,000 clients in association space </li></ul><ul><ul><li>Professional associations </li></ul></ul><ul><ul><li>Chambers of commerce </li></ul></ul><ul><ul><li>Business associations </li></ul></ul><ul><ul><li>Business networks </li></ul></ul><ul><ul><li>Homeowners and condo associations </li></ul></ul>Wild Apricot Clients
  53. 53. Homepage Online membership application form Member profile page
  54. 54. Homepage Searchable member directory
  55. 55. Event calendar Event details Event list and registration
  56. 56. <ul><li>Wild Apricot vs. Other Solutions </li></ul>
  57. 57. Main Options and examples <ul><li>On-demand all-in-one software , e.g. </li></ul><ul><ul><li>Wild Apricot </li></ul></ul><ul><ul><li>MemberClicks </li></ul></ul><ul><ul><li>Avectra NetForum </li></ul></ul><ul><li>Custom/customized systems , e.g. </li></ul><ul><ul><li>IRM Software </li></ul></ul><ul><li>Collection of disparate services , e.g. </li></ul><ul><ul><li>Website content management: Regular web hosting + FrontPage/Dreamweaver </li></ul></ul><ul><ul><li>Event registration: EventBrite, Cvent </li></ul></ul><ul><ul><li>Email newsletters: Outlook, Constant Contact </li></ul></ul><ul><ul><li>Membership Database: Excel, Access, FileMaker </li></ul></ul><ul><ul><li>Blog: Typepad </li></ul></ul><ul><ul><li>Discussion Forums: Yahoo Groups </li></ul></ul><ul><ul><li>Private websites (for members/board/committees) : </li></ul></ul><ul><ul><li>Etc. </li></ul></ul>
  58. 58. Wild Apricot vs. Other on-demand all-in-one software <ul><li>Best way to compare – try out each system on your shortlist (As opposed to scripted demos) </li></ul><ul><li>In general, Wild Apricot key advantages vs. similar online systems are: </li></ul><ul><ul><li>Easier to use </li></ul></ul><ul><ul><li>Lower cost and simpler pricing </li></ul></ul><ul><ul><li>Larger client base (which makes the vendor more reliable and also ensures ongoing development of the product) </li></ul></ul>
  59. 59. 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
  60. 60. <ul><li>For more information: </li></ul><ul><li>Free 30-day trial account at No credit card required, free support, including pre-sales questions </li></ul><ul><li>Video tutorials : </li></ul><ul><li>Client feedback: </li></ul><ul><li>Online help : </li></ul><ul><li>Wild Apricot on TV : </li></ul>