Thrive. Grow. Achieve.

Integrating Your AMS with Other Applications

Seth Zarny – Raffa Partner Melissa Forrest – Raffa Project Manager El Mehdi Marhoum – benel solutions, LLC

May 7, 2015

WHAT’S ON TAP

INTRODUCTIONS ABOUT RAFFA TIPS FOR INTEGRATING YOUR AMS WHY INTEGRATE? COMMON INTEGRATION POINTS QUESTIONS

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ABOUT RAFFA

Largest Non-Profit Practice in Washington, DC

Over 250 professional staff (approximately 70 in Outsourcing) dedicated to the nonprofit sector

More professionals dedicated to the non-profit sector than our big four and local firm competitors

More than 500 current non-profit clients; thousands over our history

Nationally Recognized “Top 100” largest accounting firms, 2013 and 2012

“Top 10 “Best of the Best” managed accounting firms, 2012

7th Fastest Growing accounting firm, 2012

BDO Alliance Member

Microsoft Gold ERP Competency Partner

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TIPS FOR INTEGRATING YOUR AMS

Look for Experience

Integrations are complicated and every organization has a slightly different way of doing business from all other organizations. Whether your in-house technical team or an outside vendor is doing the integration, speak to the principals and understand where their experience lies. You want to be sure that the project can be technically executed and that the team knows what it takes to overcome hurdles present in most integrations.

Involve all Stakeholders

Who works within your AMS? Identify the departments that have a key role in each aspect of the business touched by the association management system and interview them. Be sure to ask them: What are your daily interactions with the AMS? What are your daily interactions with the website? How would you like the AMS and website (or other applications) to communicate to best achieve your goals and aid those daily interactions?

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TIPS FOR INTEGRATING YOUR AMS (CONT.)

Establish Realistic Expectations

It may be difficult to do this if you've never gone through an integration before, but for starters it's fair to expect that there will be some customization unless you have a completely out of the box installation of your AMS and there is a flawless API for said AMS. Ultimately, communication must be maintained throughout to keep expectations realistic from the onset and as any delays or hurdles are encountered.

Quality Assurance Plan

Ensure that someone who wasn't involved in the development of the integration is testing it to ensure that the goals identified at the onset of the project are accomplished.

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WHY INTEGRATE?

Streamline Processes

Financial Management Content Management/Website Email/Marketing

Seamless Experience

Efficient Data Management

Reduce Duplicate Data Entry Reduce Data Entry Errors Time Savings

Leverage Capabilities of Other Applications vs. Rebuilding

Functionality

One of the most important characteristics of many AMS systems today is that they are designed to share information across the enterprise and easily integrate with third-party solutions.

Cost Savings

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COMMON INTEGRATION POINTS

Organizations commonly integrate their AMS in the following areas:

Website Content Management System (CMS) Financial Systems Email Collaboration Tools Learning Management System (LMS)

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THANK YOU

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Seth Zarny – Partner szarny@raffa.com 301.279.6500 Melissa Forrest - Business Systems Consultant mforrest@raffa.com 202.955.7227 Evette Collins – Account Executive ecollins@raffa.com 202.955.6708

Get Up and Move Forward

About benel

Full Implementation Services Customizations to netFORUM and Personify including

o Back-end, Website and Web Services

o Scheduled Tasks & Processes, Stored Procedures

o Custom Reports Development

o Existing Code Remediation on a Time and Material Basis

Integrations

Upgrade Audits & Upgrade Consulting

Standard Operating Procedures Development

User Training

Documentation

o Examples: Back to Baseline Consulting

Rewrite/Refine SOP’s

Make recommendations on how to replace custom with baseline

Some clients of benel

Some clients of benel

Presenter Background

El Mehdi MarhoumPrior to founding BENEL solutions, EL Mehdi held various roles ranging from Software Engineer climbing quickly to the ranks of an Enterprise Solutions Architect.

As a successful and respected Technical Lead and Solution Architect at Avectra (now Abila), El Mehdi has learned the association and fundraising businesses which gives him the business acumen to match his technical skills.

EL Mehdi has held various officer positions across several associations dating back to college from Social Chairman to President and is currently active with multiple associations and nonprofits in his community.

EnterpriseResource Planning

Reference: Wikipedia

Why Integrate?

Integration Implementation Process

Data Cleansing

Individual and Constituent Data

Warehouses

Real-time Transactions

CQ Roll Call Engage

Avalara AvaTax

Citrix GoToWebinar/Meeting

Infusionsoft

Wordpress

Knowledge DIRECT (LMS)

TOPYX (LMS)

Webex

RealMagnet MA

AMS Analytics (Qlik)

A2Z

Salesforce

Sample AMS Integrations

Questions & Contact

El Mehdi Marhoum

VP & Co-Founder

Benjamin Muscolino

President and Co-Founder

p. 703.556.3960

e. contact@benelsolutions.com

Twitter@benelsolutions

FacebookBenelSolutions