2015-05-07 Integrating Your AMS with Other Applications
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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
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Transcript of 2015-05-07 Integrating Your AMS with Other Applications
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 [email protected] 301.279.6500 Melissa Forrest - Business Systems Consultant [email protected] 202.955.7227 Evette Collins – Account Executive [email protected] 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
Twitter@benelsolutions
FacebookBenelSolutions
