Membership Management System

Transcription

1 Text Membership Management System Business Case & Organization Impact

2 Current Issues Too many systems that don t talk together Banking Solutions Web Site Hosting & Newsletter & Events Shared Documents ecommerce Store

3 Current Issues Too many different payment systems (Wells Fargo, PayPal, Square) - Treasury can t manage the accounting of sales PayPal doesn t support corporate credit cards - so we have to manually run PDD payments through Square over the phone Systems being used for purposes they were not designed for (ex: DropBox is used for sharing documents) - Remember someone deleting all the documents in DropBox?

4 Current Issues Poor Performance (Web site, WordPress, BlueHost) slow website and poor response times Difficult to market to Chapter Members - Chapter Member only offers and content are difficult to create and require a large manual effort - Marketing to folks that are not chapter members is also a large effort

5 Vendor Analysis

6 Vendor Analysis

7 Vendor Analysis

8 Vendor Analysis

9 Vendor Analysis

10 Vendor Analysis

11 Implement New Systems Full Integration Web Site Hosting Newsletter Events ecommerce Store Banking Solutions Retire Old Systems

12 Chapter Benefits Centralized system means it will take less effort to administer and perform tasks by board members and volunteers Board members have a single sign in to get documents, reports, manage events and information on the site Improved experience for the visitor and member - no longer bouncing around multiple web sites

13 Chapter Benefits Improved performance - business web site hosting with quick response times - uptime 99.99% Automatic backups of key data, documents and web site Improve performance and ease of use Better tracking of sales and membership Full integration with Wells Fargo so financial reconciliation and audit are significantly easier and less error prone

14 Cost Savings (Yearly) Current Systems Constant Contact BlueHost New Systems $1,320 $96 PayPal $360 Credit Card Fees Total CURRENT Yearly Costs Star Chapter $1,000 Wells Fargo $2,776 Total FUTURE Yearly Costs $1,800 $600 $2,400 SAVINGS per year = $ Monthly fee for PayPal Virtual Terminal - credit card processing fees - this is only for the ability to take credit card online - credit card processing fees are included in the Credit Card Fees cost 2. Credit card and bank fees are estimated based on total 2013 yearly sales credit card and bank fees are expected to grow 10-15% - typical fees are 3-5% of the total sale

15 Impact to All you want to save will need to be saved to your local hard drive or thumb drive Your address will NOT change Your password WILL change

16 Impact to Website Look and feel of the site WILL CHANGE Content will be fork lifted as-is to the new site Menu structure for the site will be the same

17 Impact to Events Credit card payments are handled with the Wells Fargo Application Square is retired Badges are printed by downloading the registrations from StarChapter Badge printing application logic will NOT change Once the cut over date is determined, all events after that date will need to be setup in StarChapter Registration for events in constant contact will be exported and saved offline

18 Impact to Membership No more spreadsheets from the online store Membership purchases are updated in the online database instantly

19 Impact to Communication All 3,600 addresses are moved to StarChapter Newsletters sent from StarChapter s to non-members & members sent from StarChapter

20 Impact to Technology Admin for website and are combined Fewer sites to manage Enhanced security - every board members gets their own login and password - reduced common passwords Automated backups Document storage improvements - no accidental deletes Board members update their own section of the web site

21 Impact to Marketing Ability to direct market to non-members and members separately via

22 Impact to Finance Payments automatically send to Wells Fargo Full payment integration with the web site - easy to track incoming dollars

23 Next Steps Work with Star Chapter on a cutover date - targeting Mid-October to implementation and cutover Need to make sure the content on the website for your area of responsibility is updated before we fork lift it to the new site - check your content now! Detailed plan coming soon