Association Management System Norman Campbell Director, Information Systems

2 Vision To position AUSA’s technology to meet the demands of today’s membership based organizations

How did we get to this point? Technology Audit (2006) Infrastructure overhaul (2006 – 2007) Enterprise Solutions –Communications Bandwidth (2007) (2007) –Financial Management System (2008) –Association Management System (AMS) (2009 – 2010) 3

4 What is AMS? Association Management System (AMS) –Centralized system which provides an organization the ability to run its operations AMS Components –Membership Management – Individual Corporate and Sustaining –Chapters Management –Advertising Management –Marketing Management –Membership Dues Management –Meetings and Events management –Fundraising –Financial Management – Accounts Receivable –Query and Reporting tools

AMS 5 Communicationswww.AUSA.org Chapter Leaders Portal (Leader Links) Membership– Individual, Corporate & Sustaining Chapters Advertising Marketing Dues Meetings Events Exhibits Association Management System

AMS 6 Current Membership System New Association Management System

7 Benefits Benefits AUSA will gain from Personify –Centralized management Members, meeting, chapters, etc. –Real-time automated data processing and reporting –Automated processing of online data and financial transactions –Improved integration with other systems Leader Links, accounting, web, exhibits, and legislative systems, other third-party enterprise solutions –Web capabilities Leverage the latest web technologies; communications, social networking, streaming media, etc. –Scalability Able to integrate different technology systems to expands AUSA technology offerings Embrace new and advancing technologies –Security No more chapter logons and passwords AUSA individual member logons will allow access Ability to segment chapter leaders access

Chapter Leaders Portal Membership Information Chapter Reports Rosters Statistics eStore Chapter Activity Reports Chapter Locator Chapter Calendar Chapter Web Sites Social Networking/Media Resource Library Event Calendar Communications Event Management 8 Chapter Leaders Portal AMS Web 3 rd Party Apps

Chapter Leaders Portal 9 Early Development Markup s

Chapter Leaders Portal 10 Early Development Markup s

Chapter Leaders Portal 11 Early Development Markup s

Chapter Leaders Portal 12 Early Development Markup s

13 AMS Implementation Timeline Discovery – Analyze all requirements (staff participation) and address any new discoveries Design & Development – Enhance off-the-shelf Personify, minimize customization and conform to best practices and industry standards Configuration, Conversion & Testing – Setup supporting hardware and software, convert membership from MPACT to Personify, testing (staff participation) Roll Out – End user training, final data conversion and GO LIVE! Month 1Month 12 to 18