System Selection and Implementation

Find & Implement the Perfect System with Ease

Take the pain and confusion out of system selection and implementation - ensuring the right technology, the best vendor, seamless integration, and long-term success

What We Can Do

Our areas of System Selection expertise

Our system selection and implementation services take you from start to finish and cover all critical association systems: AMS, EMS, CRM, LMS, CMS, CLM, and more.

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Needs Assessment and ROI Calculation

Solution Evaluation and Selection

Implementation Planning and Support

Requirements Gathering

Vendor Selection and Negotiation

User Adoption and Change Management

our solutions

System Selection for Associations

Here's how we can help you and your association choose the perfect solution for long-term success.

Needs Assessment and ROI Calculation

We evaluate your association’s unique needs and calculate the potential return on investment (ROI) to ensure you select a system that aligns with your goals, budget, and resources.

Requirements Gathering

We collaborate with your team to define and document detailed system requirements, data flows, integrations, business processes, legacy solutions, and wish list features / functionality.

Solution Evaluation and Selection

We sift through every possible solution (sometimes hundreds), and create a short list of those that best match your unique needs and situation.

Vendor Selection and Negotiation

We help you identify the right vendor, navigate contract negotiations, and secure the best terms to maximize value and minimize risk for your association.

Implementation Planning and Support

We develop a strategic implementation roadmap and provide expert guidance to ensure a smooth transition, minimizing disruptions, ensuring data migration, and maximizing system adoption.

User Adoption and Change Management

Our people-first approach and advanced change managment techniques help your staff adopt and accept the new system with calmness, confidence, and clarity - empowering them and setting them up for long-term growth.

We Understand the Systems that Run Your Association

From Association Management Systems to Email Marketing Systems, we have deep expertise and knowledge of the mission critical systems that power your association day-to-day.

Association Management System

Learning Management System

Content Management System

Contract Management System

Document Management System

Email
Marketing
System

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 System Selection and Implementation 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

"All iMIS customers must move to the cloud." - These were the words, more or less, said at a conference for iMIS users.

This statement sparked panic among some of the largest associations and users of the iMIS Association Management System. Most of these long-time customers were on the desktop version of iMIS, and had been for years, even decades.

Moving to the cloud was a massive undertaking, and would require them to change their daily workflows, critical business processes, and the location of their data.

That's when we got the call from a large association in Washington DC.

Strategy

Our approach focused on turning this mandatory migration into an opportunity for modernization and process improvement. Here's what we did:

  • Conducted a full system assessment, including custom integrations, reports, and workflows
  • Analyzed other AMS's to see if iMIS was still the right choice for the association
  • Created a hybrid implementation plan, where some processes could run outside of the cloud, giving the association time to make the switch
  • Redesigned key workflows for the cloud and implemented role-specific training plans

Results

The association successfully migrated to iMIS Cloud with zero data loss and minimal disruption to operations. Staff discovered that the new cloud environment offered advantages they hadn't anticipated, including better integration capabilities and improved mobile access.

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Challenge

"We need a system to manage contracts." - these were the words of an Executive Vice President.

These were all the requirements that were given to the Directory of IT, who only knew they needed to find a Contract Management System and fast.

That's when we got the call.

Strategy

Our tasks for this for this involved laying out all the options for Contract Management Systems, from basic, low-cost solutions to enterprise level solutions to utilizing existing, in-house resources.

But our primary goal was to figure out the real requirements for the system. Here's what we did:

  • Prepared and presented the full scope of Contract Management Systems available, in terms of features and costs
  • Built a proof-of-concept Contract Management System using existing technology resources the association already had (Microsoft 365 Power Platform)
  • Presented all options to the Exective Vice President

Results

It turned out there were three key features needed for the system, and bulding a no-code solution using Microsoft Power Platform was the best option. The new system was created and launched within six weeks.

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Challenge

"We need to provide online learning to 28,000 members, but we can't afford individual LMS licenses for everyone." - these were the words of the Director of Events.

This was the dilemma presented to us by a national trade association where every individual within their member companies needed access to the LMS. To complicate matters, 90% of the content in the LMS would be free and unable to support LMS licensing fees.

That's when we got the call.

Strategy and Services

Our approach focused on creating a hybrid solution that would provide enterprise-level functionality without the enterprise-level price tag. Here's what we did:

  • Conducted a comprehensive needs assessment to identify core LMS requirements versus "nice-to-have" features
  • Analyzed usage patterns to determine how many concurrent users would realistically access the system
  • Designed a custom authentication layer that integrated with their AMS to validate membership status in real-time
  • Developed a custom backend solution that served content dynamically based on member profiles and progress

Results

The association successfully launched their education platform to all 28,000 members while keeping technology costs within budget.

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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.

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