The allure of New Year’s resolutions is pretty irresistible for a lot of us, but the frustration of broken resolutions is something every single one of us understands. What about your business goals for 2019? Which ones did you accomplish? Was “Find a new AMS” on your list last January 1? The year before that, even? Most of our clients struggled along with an AMS that underperformed or that they knew wasn’t meeting their staff and member needs for years.
In this article we will quickly:
- Identify the biggest reasons associations like yours end up making a switch in their AMS.
- Give you a way to start tackling this project right now.
- Outline helpful next steps to help you finish this project in 2020.
We’ve been partnering with associations since 1996. We’ve seen firsthand that these are the most frequent reasons associations finally make a needed switch in their AMS:
- The team is frustrated with a complex system
- Your platform doesn’t reflect today’s technology; members expect more
- Your vendor charges to make small changes
- Lack of actionable business intelligence
- Weak integration with other systems
What do you think? Do some of these sound familiar? That first one on the list was such a big issue for so many of our clients. Sometimes it’s easy and clear what the problem with your AMS is. But is it clear enough to take action? A lack of clarity is often a huge roadblock lurking in that general problem, so let’s look at what you can do right now to start getting the clarity you need to move forward.
Don’t make your next decision about a new AMS/CRM harder than it needs to be!
Our Definitive Guide to Choosing a New AMS/CRM for Your Association will help you avoid the costly process pitfalls and biggest headaches of wasted effort. The guide offers practical tips for research, RFPs, vetting vendors, and everything you will need to make a choice with confidence for your team. View or download this free resource today!
You need a reliable, comprehensive survey of your staff and members. Too often, the person or people complaining the loudest (or most recently) get all the attention when it comes to solutions. Everyone on both sides of your organization uses your AMS or is affected by it. So you need to clearly know what everyone needs and what isn’t working.
Your chance to take immediate action on this project starts here.
Make a list of questions, whatever you can think of right now, that might go in a survey about your AMS for staff and members.
- What tasks does your staff perform that might be related to a problem area?
- What complaints do you remember hearing from staff?
- How easy or difficult are the processes that are in place today?
- How long does it take to perform certain tasks?
- What processes directly impact the user experience for members?
- Are there usability complaints?
Your list, for now, doesn’t need to be comprehensive but give it some time and capture as much as you can in this first pass. Part of the goal here is to take things out of the anecdotal and into more quantifiable terms.
Think about ways you could gather this information: an online survey, focus groups, informal sessions at staff meetings, or phone calls. You know your people well enough to know what method might be most effective. See if you can pick a plan to try and a date to conduct the survey in the first half of January 2020.
Schedule it with reminders on your calendar. Making resolutions public is one key to keeping them, so pick a couple of colleagues that will benefit from seeing this project through, and let them know what you’re thinking and planning.
If you take the time to really ask and really listen to your people, you should get the clarity you need to move forward through the end of the first phase in finding a new AMS.
With some real and recent data you should be able to:
- Identify the biggest and most frequent complaints and problems
- Articulate the effects these problems are having (i.e. estimates for how much time is lost by staff or a list of how these problems could be affecting membership)
- Prioritize the needs of your staff and members
- Build a case for any internal buy-in you might need from other stakeholders
At that point, you’re ready to take a serious look at the feature sets of AMS solutions and see how they stack up against your needs and current frustrations.
Take a Deeper Look at the Search Process With You
What we’ve covered today is a good overview of how to get started in the search for the right AMS for your staff and members. We want to give you something to take with you, today: The Definitive Guide to Choosing a New AMS/CRM for Your Association. It includes everything we’ve covered here in more detail, as well as even more information your team will need to move all the way from research to implementation of your new system. Download a copy to reference later.
In the meantime, you might also find these articles helpful:
- What Should You Budget for a New AMS?
- The Power of Reverse Demos in the AMS Shopping Process
- How to Avoid an Implementation Horror Story with Your New AMS
The Flexible Features of a System That Works the Way You Work
The Cobalt team has spent almost 20 years developing an AMS solution that leverages the best of Microsoft Dynamics 365 and has the deep, core functionality associations need. We love to help associations take stock of the needs of their staff and members and help them understand the software that will serve them better. Explore this quick overview of our core association software to help you with Membership, Marketing, eCommerce, Subscriptions, and more.