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.

1. “Thinking Outside the Box: On-Line Solutions for Your Association”

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

7. Everything you need to know about all of your constituents – donors, board members, staff, volunteers and clients – all in one place.

8. Choose a solution that is expandable as your needs grow

9. Know how you are going to use it, only implement what you need

10. Start with a good set of quality and accurate data

11. Go for cloud-based solutions to lower Total Cost of Ownership (TCO)

12. Choose a multi-tenant solution for data consolidation and reporting

13. Compare licensing and support costs

14. Flexibility to meet your businesses’objectives, needs, and structure

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)

19. Continuing Education & Online Courses Standards compliant (Scorm, AICC) Registration and payment Forums, Lessons, Quizzes Examples (Moodle, Blackboard)

20. Open Source Advantages Predictable, measurable cost Reliability Stability Standards based Flexibility and extensible Community support and accountability Consistent feature upgrades

22. Course Registration

23. Continuing Education

24. Web Site Management

25. Donations

26. Constituent Management

28. Shopping Cart