AMS Demo Day 2012 Vendor Profile Booklet

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1 AMS Demo Day 2012 Vendor Profile Booklet

2 Table of Contents Vendor Profile Quick Reference... 2 TMA Resources Aptify Cobalt 5 ACGI Software 6 Advanced Solutions International (ASI).. 7 AVECTRA 8 Integraged Software Solutions, Inc..9

3 Vendor Profile Quick Reference Target Association Size(s)* Does/do your solution(s) currently support mobile access for staff and members? TMA Resources Aptify Cobalt ACGI Software Small Advanced Solutions International (ASI) Small AVECTRA Small Integrated Software Solutions X X X X X X X Does/do your solution(s) support tablet computing? X X X X X X X Small Does/do your solution(s) currently integrate with public social media platforms? Does/do your solution(s) offer proprietary social media tools? X X X X X X X X X X X X X X *Small Annual Budget less than $2M Annual Budget between $2.1M and $10M Annual Budget greater than $10M 2

4 TMA Resources Presenter: Personify Lindsay Aland, principal product consultant, TMA Resources TMA Resources is the leader in high performance Association Management Software. TMA Resources provides member-centric organizations with the software solutions, services and partners that help keep their members and other constituents returning to them to find information, collaborate, learn and communicate with their communities. Personify by TMA Resources is the only solution that combines a solid technology platform and partner ecosystem, with business intelligence and e-business capabilities needed to serve up the content constituents want and crave, within a community where their constituents want to be. TMA Resources is dedicated to helping solve your association management needs. Personify, the leading Association Management Software from TMA Resources, combines integrated mobile computing with best-of-breed business intelligence and powerful e-business capabilities to create value for your members. Personify Mobile is the first platform solution for member-centric mobile computing to support the three major phone platforms, iphone, Blackberry and Android. The mobile application can be fully branded for your organization and is fully integrated with the Personify AMS platform. Personify e-business quickly and easily extends your business to the Web to provide your members and customers with 24-7 self-support. The Personify e-business solution helps you automate processes, so staff can concentrate on the next big idea, not administrative tasks. Personify s business intelligence provides you with the operational metrics needed to dig deeply into the dynamics of your business. Sophisticated trend analysis can help staff move beyond "what s happening" to "why it s happening". TMA Resources maintains the largest and most qualified professional services staff in the industry, with many of our staff having direct non-profit management backgrounds. We have a strong commitment to professional development, and we currently have nine Project Management Professional (PMP) certified staff leading our project teams, with more of our staff actively pursuing this designation. We make this investment because we know such services can make the difference when it comes to ensuring that your Association Management Software lives up to your expectations. Our professional service offerings include the following: Enterprise Services, e-business Services, and Business Intelligence Services. Personify by TMA Resources is the only solution that combines a solid technology platform and partner ecosystem, with best of breed business intelligence and e-business capability to serve up the content associations members want and crave within a community where their members want to be. TMA Resources is dedicated to helping solve your association management needs. Personify helps your organization stay, or becomes, the place members want to be. The Personify Enterprise, e-business, and Analytics Suite help member-centric organizations reach more people efficiently; build value into each interaction; and serve their constituencies with innovation and reliability. Optimize employee performance and customer service with Personify. 3

5 Aptify Corporation Presenter: Aptify Larry Fontillas, sales consulting manager, Aptify Corporation Since 1993, Aptify has grown to be a leader in application software for enterprise-class associations, non-profits and other member-based organizations. Aptify s Association Management System (AMS) is the most technologically advanced Association Management System available today. It provides over 20 powerful applications including membership, meetings and events, committees and chapters, subscriptions and publications, education and certification, fundraising and grants, advertising, and many others. A Microsoft Gold Certified Partner, Aptify meets customers needs with a comprehensive suite of advanced CRM capabilities, process-driven applications, online commerce, integrated business intelligence and workflow, a comprehensive Rapid Application Development (RAD) platform, and world-class implementation, training, and support services. For more information, visit We provide you with a number of benefits that really are unique; we refer to these benefits collectively as The Aptify Advantage. We commit to providing you with comprehensive associationspecific functionality, the greatest solution flexibility, and available Cloud-based delivery. On top of all of that - you own the solution! We have served associations for well over a decade and have refined our functionality to include nearly everything most associations need. We invest heavily in association business process research to optimize our out of the box solution. Our commitment to you is to help you drive innovation with complete end-to-end business solutions for your association. We believe that change is a good thing. Embracing change is hard if your system is inflexible. No AMS in the market has the level of flexibility that Aptify provides. Our Aptify RAD platform enables non-developers to easily change the functionality of the product using configuration techniques. Aptify configuration is even more flexible than typical AMS customization but does not take you off the upgrade path. Flexibility is meaningless if you can't stay current with technology. We have a global delivery team and a process we refer to as the Aptify Implementation Model (AIM); Discovery, Business Process Review, Data Conversion, Configuration, Integration and Quality Assurance. Our model allows the association to have a clear picture of exactly what will be implemented, who is responsible for what, and the timeline for the project. We team up with client representatives to ensure that the project is running towards a successful, on-time, and on-budget completion. A continual focus on quality is ensured through Aptify's methodology. IMPak offers all of its modules with the purchase of the product. You do not have to pick and choose which one fits your budget; you have access to all of them. IMPak also eliminates the need for many 3rd party products like exhibit floor plan mapping and sending s. Aptify is the ONLY AMS that has offered an upgrade path since the beginning. Our highly flexible and configurable solution allows Associations to... Adopt Once. Adapt Often. 3

6 Cobalt CAM 5.0 Presenter: Charles Channon, sales consultant, Cobalt Cobalt is a software development firm focused on working with associations, non-profits and certification boards. Founded in 1996, Cobalt has worked with hundreds of customers to help drive revenue, increase internal efficiency and offer value-added services. Cobalt s products for association and credentialing management provide integrated data and communications management solutions using the power of the Microsoft CRM platform. Cobalt provides Association Management and Certification Management systems constructed in the Microsoft Dynamics CRM 2011 platform. Combining the rich functionality of this platform with tools specially designed for the member industry such as self-service portals and an integrated Content Management System, Cobalt delivers exceptionally tailored solutions to all its clients. Additionally, we offer social media tools such as in-system iframes (allow users to stream in live social feed information) and in-system Micro-Blogging (creates an internal social network for the organization). Cobalt takes a very client-centric approach to project management. We find that the best solution is delivered when we can spend significant time with the client during the discovery and documentation phases of the project. Additionally, Cobalt conducts weekly project status calls with the client to ensure that we are always on the same page. Cobalt uses a phased or iterative approach for implementation projects. We firmly believe the path to success is to thoroughly document the client s needs for the project, develop the scope of work based on these needs, and break that scope of work into smaller pieces or iterations, each with a clear measure of success. This will also help to maintain momentum, critical to the success of any project. A highly client-centric approach to implementation, providing systems which go far beyond 'lowest common denominator' products to be uniquely suited to the needs of your organization, both today and moving forward into the future. Coupled with that our completely unmatched standards of training and support and you have our company ethos - business relationships based on the notion of partnership, not mere profit. Cobalt provides the most versatile member management solutions available. These Solutions are familiar, intelligent, and provide you with a powerful but adaptable central repository for all your organization's most vital information. 3

7 ACGI Software Presenter(s): Association Anywhere AMS Arj Devadas, vp of sales & marketing, and Myron Spence, director of technical sales, ACGI Software. ACGI Software is the trusted leader in Web-based software designed to serve the unique needs of membership organizations. ACGI Software was founded in 1996 to develop the industry's first Webbased association management software (AMS) - an enterprise system to help associations, professional societies, chambers, and management companies to improve staff productivity, enhance member communication, and reduce operating costs. ACGI s flagship system - Association Anywhere - is proven to deliver an immediate ROI with Web applications optimized for various functions of membership organizations. Association Anywhere is Web-based association management software (AMS) used by leading associations to streamline operations, enhance member service and enable constant innovation. Integrated with your organization s Website, social media / communities, and back-office applications, Association Anywhere aggregates and manages membership, financial and operational information in a single, secure database. Association Anywhere offers a suite of tightly integrated software modules each providing a range of task-specific functionality for managing members, marketing, events, finances, publications, continuing education, and reporting. It offers an extensive array of self-service and e-commerce modules, enabling dynamic interactions between your organization and its members, chapters, customers and affiliates. Available in two versions Enterprise and Standard Editions Association Anywhere will meet the needs of most organizations with varying requirements and budgets. Our solution can be either installed onsite or hosted in the Cloud by ACGI to reduce IT costs and improve performance, reliability, and security. We have partnered with social media software providers and also have a module built on the Drupal open-source platform that is designed to meet the social media requirements of most organizations. ACGI assigns a seasoned implementation team, consisting of a project manager, business analyst, data conversion specialist, trainer, a technical lead and various specialists, to take your organizations through the implementation process from the scope of work to the post-go live phases. ACGI Software is all about quality (not quantity). Our customers benefit from the most innovative technology, experienced people and proven processes. The database system is the foundation of all tools and technologies used by association staff and it is likely the largest investment for most associations. ACGI Software is proud to have the highest customer retention rate in the association management software industry. Customer satisfaction and long-term success has been earned by providing constant value to our customers through innovative software and world-class professional services. 3

8 Advanced Solutions International, Inc. (ASI) Presenter: imis Joe Klimek, senior sales executive, and Ted Ericson, product marketing manager, Advanced Solutions International, Inc. Advanced Solutions International (ASI) is the largest, privately-owned global provider of webbased software for member and donor-based non-profits and has served nearly 3000 customers and millions of users worldwide since We are the developer of imis, an upgradeable software solution for managing associations, membership, non-profits, and fundraising. imis is the most widely used association software in the world with three times the global market share of the nearest solution and a popular choice among a variety of other non-profits. imis is an upgradeable software solution for managing associations, membership, non-profits, and fundraising. imis meets the specific needs of a variety of non-profits and has served nearly 3000, of all types and sizes, in nearly 20 countries. imis 15, the latest evolution of imis, leverages Microsoft's.NET development platform to provide a flexible and open web-based solution. imis offers the ability to establish private social networks for members, as well as post member activities such as event registrations to social media venues. Our network of consultants and Authorized imis Solution Providers guide our new customers through the implementation process. The process includes needs analysis, configuration, training, and data conversion to craft a solution to meet the business needs of the customer. With over 3000 total customers and 1000 organizations now using imis for more than 10 years, we are a proven solution that will evolve with your organization and your members. imis brings together 20 years of association best practices with current web technologies in a single system, providing an exceptional management tool for you and your staff and a great experience for your members. 3

9 AVECTRA Presenter: Avectra Social CRM Richard Comstock, senior managing director and John Warner, vp sales operations, Avectra. For the last 17 years, Avectra has translated our customers needs into a market-leading Customer Relationship Management system (CRM) whether our customers serve members, non-members, employees and or partners by the hundreds or hundreds of thousands. Our social business solutions allow organizations to engage both internal and external audiences in more sophisticated, relevant and transparent relationships to promote advocacy, community and action while driving business value. Avectra is headquartered in McLean, Virginia with regional offices in Chicago and Orlando. Visit for more information. Avectra Social CRM incorporates the social interactions of the relationship between an organization's membership and business strategies, building long-term loyalty, trust, and mutual value. The Avectra Social CRM suite delivers a clearer view of the member's level of engagement with their organization, allowing associations to identify and foster members who are invested in the future of the association. In order to realize these benefits and more; today's smallest, largest and most successful member-based organizations need a comprehensive suite of membership management and social business tools, including: netforum (Membership Management), MemberFuse (Community Platform), the Avectra Social Console (Social Media Management), and the A-Score, Avectra s proprietary member-engagement scoring. A requirements phase would take place between Avectra s services team and the customer. The product and scope of the implementation would determine the specific methodology used. Avectra Social CRM has successfully integrated traditional membership management functionality with the social web to transform the member relationship from a transaction to a more human and relevant engagement. Avectra Social CRM is fundamentally changing how organizations collaborate, share and manage information to drive bottom line results and enhance their member experience. 4

10 Integrated Software Solutions, Inc. Presenter: IMPak Johnny Clayton, director of sales and HeidiAnne Werner, executive vice president, Integrated Software Solutions, Inc. With more than two decades of proven association management expertise and one of the highest customer retention rates in the industry, ISSI is dedicated to providing the industry's finest software, backed by the industry's best service. ISSI delivers it all with the peace of mind that only a trusted partner can provide. We work closely with you from the initial review process through the installation and post installation phases of each project. At ISSI, we are committed to providing outstanding on-going support - in a responsive, personalized, reliable, knowledgeable and timely manner. Whether you ve outgrown your existing AMS, want to increase your organization s efficiency, or simply want to provide your members more bang for their buck, it s time to trade-up to ISSI. Flexible, affordable, and all-inclusive, ISSI s IMPak delivers premium-level functionality, reliability and customer support. Developed for association professionals by association professionals, ISSI s IMPak provides the highest quality, highest value and greatest functionality of any AMS product on the market today. If your association management system is holding you back, it s time to move forward with IMPak... the full-featured association management software for organizations of every size. We handle every aspect of the implementation process. As a customer you are assigned to a project team which will handle every aspect of the implementation from the conversion to the project management to the training. You will have one main contact, but there will be an entire team involved with making sure your implementation runs smoothly and that you are live by your Go Live date. IMPak offers all of its modules with the purchase of the product. You do not have to pick and choose which one fits your budget; you have access to all of them. IMPak also eliminates the need for many 3rd party products like exhibit floor plan mapping and sending s. We don't want to be just another software provider; ISSI wants to be your partner. Whether it is better understanding your membership patterns or working with you and the system at onsite registration for your conferences; ISSI supports you and IMPak in every way. 5

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