Automation and Integration

Seamless Automation & Integration for a Smarter Association

Eliminate manual processes, enhance system connectivity, and improve efficiency with customized automation and integration solutions designed

What We Can Do

Our areas of Automation and Integration expertise

Save hours of staff time, make better decisions, and deliver member value faster through automated workflows and integrated systems.

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Workflow Analysis and Optimization

Systems Integration

Custom Middleware

Automated Workflow Creation

API Integrations

Data Migration and Synchronization

our solutions

Automation and Integration for Associations

We help you evaluate your association’s processes to identify inefficiencies and implement automation strategies that enhance productivity, reduce manual tasks, and improve overall operations.

Workflow Analysis and Optimization

We help you evaluate your association’s processes to identify inefficiencies and implement automation strategies that enhance productivity, reduce manual tasks, and improve overall operations.

Automated Workflow Creation

We help you design and implement streamlined, technology-driven workflows that reduce manual effort, enhance efficiency, and ensure seamless operations for your association.

Systems Integration

We help you connect and synchronize your technology systems, ensuring seamless data flow, improved efficiency, and a unified digital ecosystem.

API Integrations

We help you implement API integrations to seamlessly connect cloud platforms, automate data flow, and enhance system interoperability. We can also help you build your own custom APIs for further integration and efficiency.

Custom Middleware

For more complex integrations, we help you build custom middleware that gives you control over every step and aspect of your workflows, data flows, and review process.

Data Migration and Synchronization

We are experts at moving data securely, accurately, and seamlessly. We help you migrate and synchronize data for system updgrades, system migrations, and for system synchronizations.

Our Unique Process

Our unique process is based on one important thing we've learned - it's never about the technology.
Or, put another way - the technology is the easy part.

That's why every project and client engagement revolves around these four questions:

1

Why

Why this project, and why now?

2

Who

Who asked for this project, and who will be impacted?

3

What

What resources do you have available?

4

How

How can this project benefit you, and how much do you want us involved?

service

And the #1 goal
of our process is always this...

- to elevate your status,
- to expand your influence, and
- to future-proof your career growth.

While leading your Association to technology excellence and creating measurable impact for your members. Its a win-win-win.

Our process does everything possible to TRANSFORM YOUR ROLE:

  • From just-get-it-done manager to strategic thought leader
  • From liability expense to value creator
  • From always reacting to ahead of the curve
Our AI Work

Three Automation and Integration Projects in our Portfolio

Disclaimer: to respect the confidentiality & privacy of our clients and partners, we’ve omitted specific names. We are, however, happy to share details of our experience and outcomes, including references.

Challenge

"We are drowning in registrations and can’t keep up.” - these were the words of an Event Coordinator running an annual conference with an explosion in registrations.

This association had two separate systems involved in their Event Registration process - a registration website and an AMS system (iMIS).

Registrations would come in each day through the registration website, and due to a recent upgrade to iMIS, staff would have to manually enter the registrations.

This process took hours each day, and caused staff to fall further and further behind trying to keep up with everything.

That's when we got the call.

Strategy

Our strategy here was simple and clear - automate the registrations so they go directly from the registration website into iMIS. Here's what we did:

  • Reviewed existing software and technologies owned by the association
  • Discovered a data migration module in one of their existing products
  • Built a middleware solution that used API’s and SQL to prepare registration data that was then fed to the data module and imported directly into iMIS.

Results

With 10 days of getting the call, event registrations were fully automated, saving staff 15 - 20 hours per week.

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Challenge

"We just can’t allow members to update our database directly." - these were the words of the Membership Director of an association with tens of thousands of members and a complicated membership structure.

Because of this association’s complex membership structure, and their commitment to data quality, they did not want members to be able to update, or create, their profiles directly in their AMS database through their website profile.

They wanted to spot check the profile information first - to ensure accuracy and standardization - before inserting or updating the data.

That's when we got the call.

Strategy

Our primary strategy for this specific problem was to give them complete control over the data, but in a way that made the process feel automatic. Here's what we did:

  • Built a custom middleware application that put the new / updated data side-by-side with the data in the AMS
  • Added "quick action buttons" that allowed them to select and update data according to their standards before inserting / updating the database
  • Connected the middleware to the AMS via API, so finalized and approved data could be sent through with the push of a button

Results

Association staff were able to to quickly - within five to twenty minutes, instead of hours - review and process 30 to 50 profile changes and additions daily.

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Challenge

"We get five different emails about the same thing." - these were the words of several members of a large trade association.

And it was true. Different people around the association were sending out mass emails to their groups - committee members, working groups, etc - in addition to the marketing emails from conferences and public affairs.

That's when we got the call.

Strategy and Services

Trying to coordinate the email schedule of 12 departments was just not feasible. It would create more work for everyone, and everyone thought their email was a priority.

Our strategy was automatic visibility - automate a system to allow everyone to see what had already been sent out, to who, and to see when big email blasts were scheduled.

  • Created an association wide project in their project management system
  • Created a shared, catch-all email address that was included in the recipient list of all mass email communications
  • Created an automated flow in Zapier that - 1.) monitored the shared email address, 2.) created a task in the project management system for each new email that arrived, 3.) included the email message, recipient list, subject and date within the task description

Results

Staff were able to quickly review all mass emails sent across the association, including what was in the message, and who it was sent to. Staff could also schedule future tasks to show when future messages were going to be sent.

This resulted in a dramatic reduction in redunant emails being sent to members.

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Reviews

What Our Clients Are Saying

We respect the confidentiality and privacy of our clients and partners, so we've omitted some identifying details here.

But we are more than happy to connect you directly with our current and previous clients, so you can get honest feedback on what it's like to work with us.

"In over 20 years of working with Chris and Sandy Point, there's not a single project they could not get done or a problem they could not solve. Chris is on speed dial and I don't know what we'd do without him and Sandy Point.'

Glenn S.
Vice President, Technology

"Chris and Sandy Point have the uncanny ability to take our plain english (and often confusing) requirments and tranlate them into technology solutions that were not only exactly what we wanted, but more than we ever thought possible."

Emily W.
Assistant Vice President, Compliance

"The work of Sandy Point, under Chris' leadership and guidance, have saved me countless hours of work through automation and integration, allowing me to focus on higher-value and strategic priorities that benefit me, our members, and our association. "

Geneva B.
Senior Director, Conference Systems and Strategic Partnerships
Full references available on request.

Questions? Answers.

Have a different question and can’t find the answer you’re looking for? Reach out to our support team by sending us an email and we’ll get back to you.

We are different in four important ways: 1.) our focus is on you, not just the project or technology, 2.) associations are all we know and work with, 3.) our rates adjust based on your association's revenues, and we guarantee ROI, and 4.) you have complete control over the amount of help you need.

How do you focus on me?

Our goal is to help you elevate your status, expand your influence, and future-proof your career growth through your technology project or task - while leading your association to excellence. Trust us, it's a win-win for everyone, including members!

We believe that every association, no matter how small, deserves access to innovative and modern technology. That's why our rates adjust based on your association's annual revenues. We also guarantee our rates: if your project doesn't deliver, then your money back, it's that simple.

Every association has different levels of resources available in terms of staff capability, knowledge, technology, and budget.

That's why we offer three ways to work with us: 1.) Do-it-Yourself (DIY): we guide you with expert support and knowledge while you complete the majority of the project on your own, 2.) Done-with-You (DWY): we complement your internal resources and we complete the project together, 3.) Done-for-You (DFY): don't worry about a thing - we do it all for you!

Have a Technology Goal, Project, Task, or Problem? Schedule a Free Strategy Call to Talk About It

This is a free, no-obligation strategy call to see if - and how - we can help you. Schedule now and get a $750 consulting credit for free.

Book a Free Call ($750 Value)
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