Technology Best PracticesThe When, Why and How for Implementing Technology Solutions

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THE HOUSE0102 NEW TECHNOLOGY

03 THE STEPS

04 BEST PRACTICES

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Our Agenda

Think of your association as if you’re building a house

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FOUNDATION

FRAMEWORK

PLUMBING

FURNISHING

Is your association considering implementing a new piece of technology to…?

New Technology: Benefits of Implementation

STREAMLINEStreamline operations

CROSS-FUNCTIONALIncrease cross-functional visibility & efficiency

AUTOMATIONAutomate manual

processes

STRATEGYBring new programs or

strategy initiatives to life

01

02

03

04

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1. Is there a clear understanding of what the end goal is?

2. Are all impacted departments represented?

3. Are you including chapters, affiliates or other stakeholders?

Project Team & Plan:Hit the ground running

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Ask yourself…

1. Are staff complaining about manual tasks?

2. Are you prone to errors that require hours of costly clean up?

3. Has there been increasing concern around data and payment security?

Gap Analysis: Where are YOU feeling the pain?

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Ask yourself…

1. How much is the pain costing your association?

2. Does the pain outweigh the costs of the proposed solution?

3. Do you have other implementations or large projects going on?

Timing: When is it right for YOUR association?

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Consider…

1. Is there another association that has faced a similar challenge?

2. Does the new technology play nicely with your current systems?

3. Have you thought about change management?

Selection: Finding the right vendor partner

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Implementing: Measuring progress & reporting

KEY METRICS01

02

03

ACCOUNTABILITY02

OWNERSHIP03

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Keep in mind…

1. Perception is everything

2. Different audience, different message

3. Pilot with beta testers – do it!

4. Adoption is the real indicator of success

Change Management: How are you transitioning?

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Ask yourself…

1. Did it address the pain points you identified?

2. Are people using it?

3. Is it benefiting (or tasking) areas of your association that you hadn’t anticipated?

Launch & Beyond: Did the technology do what it was supposed to?

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Best Practices

Strategic ObjectivesAdd firepower to the solution by aligning with strategic objectives.

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PartnerOnce you’ve decided on timing, vetting

out a trusted partner is the next step.

DiscoveryBe sure to complete a discovery process with users to uncover specific needs and document scope for your project.

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Assessment & FeedbackDo team gut checks often and get feedback from users.

OwnershipOnce you identify your internal champion,

what resources across the organization will they need to leverage to be successful?

PilotHave a small, diverse sampling of chapters pilot the solution.

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Adoption & Change Management Use communications specialists and people with

strong relationships throughout association.

Strategy: Embrace technology as a strategy

Increased productivity

Predictable transparency

Greaterorganizational effectiveness

Quicker & more accurate processing

Steady cash flow & quality data

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248.273.0074 | dfry@billhighway.com | kbazzy@billhighway.com

www.billhighway.co

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Questions?