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 Are you on an outdated legacy system like Netforum, Personify, or iMIS?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

Nonprofit

Streamlining operations to better serve families

Ronald McDonald House of the Triangle (RMHC Triangle) is a new chapter that combines Durham and Chapel Hill, North Carolina. RMHC Triangle is building a foundation for sustained growth in the future. In 2023, both chapters merged, doubling to become the 8th largest Ronald McDonald House organization in the United States. They offer a comforting home away from home and a community of support for seriously ill children and their families, built with love. The recent merger between chapters emphasized the need to streamline and unify procedures and the tools used to serve the community, which prompted migrating from Exceed Premier and Raiser’s Edge to Salesforce Nonprofit Success Pack (NPSP). The new organization would need a rock-solid foundation to support future program growth.
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Nonprofit

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
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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
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What our clients are saying

Fíonta has a very deep bench of talented, thoughtful professionals. I can’t speak highly enough about their team and the dedication they bring to their work. The Community Partnership for the Prevention of Homelessness
The tools Fíonta has at its disposal make the conversion process a breeze. I have been through this process a few times in my career, and this is, without a doubt, the easiest and most efficient conversion I have ever experienced. I highly recommend that all member-based nonprofits give Fíonta serious consideration for their needs. American Conference of Governmental Industrial Hygienists
Our consultant asked the right questions to ensure we were always tackling and prioritizing a critical problem, and often gave us options and a heads-up regarding potential project overruns and unexpected areas when there wasn’t enough information to forecast issues more precisely. We LOVE working with them and plan on engaging them further. Innovations for Poverty Action
Morningside Center for Teaching Social Responsibility
The redesign and rebuild of Morningside’s website makes it easy for teachers and other users to find our Teachable Moments, facilitating Social and Emotional Learning (SEL) and the use of Restorative Practices (RP) with students. Morningside Center For Teaching Social Responsibility
Implementing Salesforce and Marketing Cloud Account Engagement (formerly Pardot) was a game-changer. Customers can now place initial orders and renew easily online, and automated reminders have increased our renewal rates while allowing staff to focus on higher-value tasks. Mobile Beacon
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