This document summarizes solutions for managing associations online. It discusses using a core constituent management system to store member data in one place. It also covers online dues processing, website management and donations, online voting, conferences and seminars, and continuing education. Open source solutions are recommended for their lower total cost of ownership. The presentation discusses both the challenges associations face and specific solutions like Salesforce and CiviCRM for constituent management and event registration through Cvent.
2. Today’s Speaker Michael Shollenberger CEO, AuthWire LLC Sean Hill CTO, AuthWire LLC Founder of two successful software start-ups Former IT executive with Goodwill Industries International Expert in Open Source and Non-profit software solutions
3. Topics Constituent Management Online membership dues processing Web sites management/donations Online voting Conferences/Seminars – signups and payments Continuing education/ online courses
4. The Challenge Budget/resources Lack of integrated information systems Consolidated and standardized reporting Cost effective donations management So many solutions, vendors and technologies
5. How do you manage your data? Spreadsheets Index cards/paper Access Database Online tool Outlook QuickBooks Proprietary software We’re not tracking our data
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7. Everything you need to know about all of your constituents – donors, board members, staff, volunteers and clients – all in one place.
16. Web Site Management & Donations Content Management system Membership Dues Processing integration Employee directory integration Online donation integration Examples (Drupal, Wordpress, Joomla)
17. Online Voting Ease of use/minimal training Security Examples (Associationvoting.com, Survey Monkey)
18. Conferences & Seminars Event listings integrated with your site Online or offline registration (paid or free) Find and communicate with current and past participants Simple or complex fee structures Examples (Cvent, CiviCRM)
20. Open Source Advantages Predictable, measurable cost Reliability Stability Standards based Flexibility and extensible Community support and accountability Consistent feature upgrades