Executive

Attention vendors! Check your work! – A lesson we can all learn

I’m conducting a search for a new AMS on behalf of one of my clients. We requested responses, including pricing, from five vendors. Of the five vendors responses, THREE of them had mathematical errors in their proposals. Ironically, the only area of the entire proposal that I can judge for absolute accuracy is the math!

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Things I heard at ASAE Tech Conference VII – Data you should NOT collect

At the session I presented at the ASAE Technology Conference last month, one of the points I made was that you should never collect data you’re not going to use. Seems obvious enough, but I still see many of my clients collecting data out of habit: “Oh, we’ve always asked for their highest degree attained.

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Things I heard at ASAE Tech Conference V – Testing plans

During one session I attended at the ASAE Tech Conference, the issue arose of testing in the AMS during implementation. Testing is a key step during the implementation of a new AMS. After all, you either test the system before you launch it (with test case scenarios, discussed below) or you test it in real-time

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Things I heard at ASAE Tech Conference IV – How to deal with the fear and pain of a new AMS

At one session I attended, an audience member asked the question quite plaintively: “How do we deal with the fear and pain of selecting a new association management system?” First, you’re not going to eliminate the fear. People will be worried/concerned/scared. You can’t change that. Second, there is going to be some “pain,” regardless of

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Things I heard at ASAE Tech Conference III – Modify your expectations

I can’t remember who said it, but along the way I heard someone say something simple yet profound. When it comes to selecting and implementing a new association management system (AMS), staff need to modify their expectations. That is, they cannot expect the system to be all things to all people. It will have weaknesses.

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Things I heard at ASAE Tech Conference II – How do I set up an internal users group

I’m a huge proponent of internal users groups, which I’ve written about here and here. At a session I attended, Jamie DeSimone of the Independent Electrical Contractors asked how one should go about setting up an internal users group. Here are my suggestions: Identify the key players, who are typically the power users. On occasion you

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