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 Are you on an outdated legacy system like Netforum, Personify, or iMIS?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.
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.
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.
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.
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.
Creating a modern online presence
Revamping website and increasing stakeholder engagement
Migrating multiple systems to unify supporter data