Association software assessment

Is your association looking into membership management solutions for the first time? Are you on an outdated legacy system like Netforum, Personify, or iMIS? Are you experiencing the effects of 15 years of technical workarounds?

You’re at an AMS/CRM crossroads

Our association team has helped dozens of clients in your situation through our Salesforce technical assessments. We’ll work hand in hand with you to understand your high-level needs and recommend the best Salesforce approach for you, now and in the future.

  • The choice

    Choosing between the Fíonta Association Accelerator, Salesforce custom stack, or an AMS package approach to membership management can be daunting. Whether starting from scratch or moving on from a legacy system, your association needs a sound basis for making this strategically important investment.

     

    Salesforce custom stack

     A combination of third-party applications and custom development

     

    Fíonta Association Accelerator 

    Our standardized accelerator solution and configuration-first approach

     

    Packaged AMS solution

    Nimble or Fonteva implementation, including plug-and-play membership solutions.  

  • Assessment offering

    Our expert team will conduct a deep-dive discovery lasting five to six weeks, during which we will get to know your organization, legacy platform, and vision for your association membership growth and business practices.

    You’ll work with a project manager, business analyst, senior consultant, and data architect with years of experience supporting associations.

    Upon conclusion, we provide a clear, actionable recommendation and the information you need to pursue the suitable approach for your organization.

  • Our process

    Throughout our engagement, we’ll work with staff from across your organization to review the following:

    • legacy platform 
    • tolerance for change in processes
    • complexity of finance and accounting needs
    • organizational roadmap and vision
    • requirements for ongoing support
    • plans for integrating the AMS with other systems
    • overall project budget

     

    With this information in hand, we’ll provide you with a high-level assessment of your organizational temperament and a review of the complexity of your membership processes and stage of technical development. 

    Our experts will confidently recommend whether a customized Salesforce stack, the Fíonta Association Accelerator, or a managed AMS package solution is the most practical step forward. Additionally, we provide a cost estimate and project plan.

    The final deliverable will include an executive summary deck and presentation of all findings and recommendations, giving your internal decision-makers the insights they need to move forward.

  • Benefits

    You can confidently select your Salesforce platform approach, knowing it will meet your short- and long-term needs. At the same time, you’ll reduce the risk of making a costly, premature decision.

Recent projects

Association

Securing member data and access online

The American Conference of Governmental Industrial Hygienists (ACGIH) is respected for its dedication to industrial hygiene and occupational and environmental health and safety communities. This membership-based organization founded in the New Deal era has stayed relevant to its growing membership by providing robust benefits, many of which are now accessible through its digital properties. These include a WordPress website fully integrated with Fonteva, an Association Management Solution (AMS) built on Salesforce. Under our guidance, the website was migrated to a new hosting solution, Pantheon, without disrupting member services or access. Visit website
View project
Nonprofit

Enhancing the quality of life for millions, one donation at a time

The Amputee Coalition (AC) is the nation’s leading organization on limb loss. AC is dedicated to enhancing the quality of life for amputees and their families, improving patient care, and preventing limb loss. With the generous support of the public, they are helping amputees live well with limb loss, raising awareness about limb loss prevention, and ensuring amputees have a voice in matters affecting their ability to live full, thriving lives. AC engaged Fíonta to upgrade their 12-year-old Salesforce instance, which no longer served their needs efficiently. Visit website
View project
Foundation

Streamlining grantmaking processes

The International Sustainable Energy Foundation (ISEF) promotes an environmentally sustainable and climate-friendly world by supporting actions that contribute to the preservation of the environment. Its work includes creating access for development, adaptation, air quality, climate finance, cities and urban planning, decarbonization, equitable transition, land use, low-carbon development, resilience, smart agriculture, sustainable energy policies, water, and more, all within a sustainable development paradigm. ISEF came to Fíonta looking for a system to manage their grantmaking and a desire to connect traditional grantmaking endeavors back to the source funds tracked through donations and grants, robust reporting, an online grant portal, and automatic generation of award letters.
View project
View all projects

What our clients are saying

Like Mobile Pathways, Fionta believes in the power of technology to change lives. Their nimble Salesforce experts built Hola Asistente alongside our team, which uses Salesforce and Twilio texting to help marginalized immigrants access justice on their phones. Nothing is more inspirational than working alongside expert partners who are dedicated to making a difference in the lives of so many people. Mobile Pathways
Seriously, I have never worked with a more committed vendor. Big love from Seneca Park Zoo Society for the Fíonta crew. Seneca Park Zoo
We had unique and complex challenges that they were able to provide solutions for, which greatly improved our efficiencies. They kept us well-informed on deliverables, budgets, and time frames, so we were never surprised. Otto Bremer Trust
They demonstrated an understanding of nonprofit needs and displayed a willingness to accommodate our budget and schedule. All of the staff...were incredibly professional and knowledgeable about Salesforce. I enjoyed the time the database engineer took to understand our particular Salesforce instance. I'd recommend Fíonta to everyone! Institute for Policy Studies
Sophisticated marketing tools are only valuable when they’re leveraged in smart, strategic ways. Fíonta’s deep product knowledge and great client service were exactly what we needed to ensure a smooth transition from Marketo to MCAE (Pardot). Leading Age
The implementation of Salesforce NPSP and Pardot has moved OMRF forward to the present and prepared us for the future, so that we are more competitive for scarce donation dollars. This important step has enabled OMRF to improve our communications with long-time and new supporters and donors. Oklahoma Medical Research Foundation