Key Steps for Selecting an Association Management System - And a Case Study Presented by Wes Trochlil Effective Database Management, LLC and Mike Murphy American Sociological Association Tuesday, December 14, 2010
Key Steps for Selecting an Association Management System
- And a Case Study
Presented by
Wes TrochlilEffective Database Management, LLC
and
Mike MurphyAmerican Sociological Association
Tuesday, December 14, 2010
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
Keep Three Things in Mind
1. We’re discussing off-the-shelf software.
2. No system is perfect.3. Most of your success requires
time, not money.
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis3. RFP Development4. Identifying Potential Vendors5. RFP Response Review6. Product Demonstrations7. Selection/Contract Negotiation
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives• centralize all data in one source and
eliminate redundant data management• improve the view of the customer (holistic
view)• improve staff efficiencies • improve customer service
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis
• Start by identifying your functional areas
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
Needs Analysis Examples
Fields - membership• name, address, membership type,
membership expire date, join date
Functionality - membership• “Graduate” first-year members to full
membership• Pro-rate members that join mid-year
© 2008 Effective Database Management, LLCwww.effectivedatabase.com
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis3. RFP Development
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
Critical Elements of an RFP
1. Background of organization2. Business objectives3. Timeline of project4. Overview of functional areas5. Vendor questions6. Specific questions and needs
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis3. RFP Development4. Identifying Potential Vendors
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis3. RFP Development4. Identifying Potential Vendors5. RFP Response Review
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis3. RFP Development4. Identifying Potential Vendors5. RFP Response Review6. Product Demonstrations
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
The Key Steps are…
1. Identifying Objectives2. Needs Analysis3. RFP Development4. Identifying Potential Vendors5. RFP Response Review6. Product Demonstrations7. Selection/Contract Negotiation
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
Price
Intangibles
Decision Points
Functionality
Best choice
© 2010 Effective Database Management, LLCwww.effectivedatabase.com
Key Steps for Selecting an Association Management System
Wes Trochlil, PresidentEffective Database Management
Mike Murphy, Director, Governance and Information Systems
American Sociological [email protected] ext 327