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 Are you on an outdated legacy system like Netforum, Personify, or iMIS?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


Creating a safe place for members to heal and support one another

Alliance for Safety and Justice is building a future in which all communities are “Just Safe.” It is a multi-state advocacy organization that combines smart policy reform with organizing and representing survivors, people with old records, and the organizations that serve them. ASJ contracted with Fíonta to build an Experience Cloud portal catering to two of its core programs: Crime Survivors for Safety (CSSJ) and TimeDone. These initiatives offer assistance and community to both crime survivors and people with old records. The primary objective was to establish a secure, authenticated online platform, enabling program members to interact, support one another, and engage with program services to influence local, state, and national policies. Visit website
View project

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

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

What our clients are saying

They always responded quickly, and made the changes we requested way faster than I expected. They were smart and offered insights into Salesforce configuration and use based on our needs. Certified Financial Planner Board of Standards
Experience Cloud allows NBPTS to better engage with and serve its members. Our staff gains insight into member needs and activity, and Fíonta’s training has empowered our team to manage and enhance online engagement in-house. National Board for Professional Teaching Standards
They stuck to a very tight project timeline and finished the project within our budget. The team there was great to work with. ACE
We've been blown away by the quality of Fíonta's work product as well as the communication from the design and development teams throughout. All of our feedback and desires were taken into account from the start of the project and the Fíonta team did a great job synthesizing everything into a website that more than delivers on our initial vision. The Tax Foundation
We were completely unfamiliar with Salesforce and how we could fully utilize it. The team was instrumental in keeping the project on track by providing a full scope of work, making suggestions, timely budget updates, addressing any questions, and providing solutions to issues or training when necessary. AIDS Vaccine Advocacy Coalition
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