Most people think of strategic planning as a marathon 8- or 10-hour or 2-day retreat. You process lots of information, discuss, debate and brainstorm. You have lunch brought in so you can work without a break. You fill flip chart after flip chart with ideas.…
Read MoreThis blog was originally published on June 7, 2018. So you’re just getting started with Salesforce, a powerful Customer Relationship Management (CRM) platform that offers users a great deal of functionality, and unlimited possibilities! Or, maybe you are using Association Management Solutions (AMS) powered by…
Read MorefusionSpan currently offers a multi-system software package called “fusionConnect,” marketed towards member-based organizations of all sizes. fusionConnect is a three-part software that allows the sharing of data within multi-system infrastructures. It includes Storage, Sync and Log Management. Log Management is an important part of fusionConnect.…
Read MoreThis blog was originally published on September 18, 2013. Are you ready for a new Association Management System (AMS)? If you just answered ‘YES’ or ‘MAYBE’ then read on… Finding the right AMS for your organization can be like Prince Charming finding Cinderella. Sure, you…
Read MoreYour organization has put countless hours of work and research into your new AMS, and now it is time to introduce it to members and stakeholders. Go live day usually begins calm, but soon gets hectic and turns into a stressful few weeks. We warn…
Read MoreDashboards have always been a crucial part of analytics. As the demand for Business Intelligence (BI) tools increase each year, the amount associations spend on BI products has followed suit. Robust platforms, such as Einstein Analytics and Domo, mainly charge fees by user count. This…
Read MoreNetForum Enterprise is a feature-rich association management system (AMS), but most associations will inevitably find themselves needing to customize. That’s fine – NetForum allows customizations. The challenge comes in down the road when you’re looking to upgrade and the customization does not support new functionality…
Read MoreForms are very common features on association websites to collect information from visitors, regardless of if they are members or not. The information gathered on forms can help turn anonymous visitors into identified prospects. For example, when a visitor provides an email address in the…
Read MoreAs an association in an increasingly digital world, providing value to members through online-content is essential. However, it can be difficult to determine whether or not that value is truly being delivered without knowing how users are interacting with the content on your website. By…
Read MoreYou made your product selection, and are excitedly looking forward to implementing your new AMS platform. Now comes the decision to select an implementation partner. Look carefully at who you plan to use to implement your chosen product. You want a team that understands your…
Read MoreSo what should I look for in my next Association Management System? As implementers, we often get asked this question is some shape or form during the AMS Journey. For those following this series in order, we have asked “why do we need a change…
Read MoreIn today’s age of digital transformation, leveraging data efficiently and effectively is imperative for associations looking to deliver consistent value to their members. We often work with clients leveraging platforms such as Salesforce and Fonteva, which are tools that offer a wide range of functionalities…
Read MoreAs an organization that specializes in AMS support and implementation, we typically step in after the selection of an Association Management System has already been made by your organization. Our first step is to ask the AMS partner or association for their Request For Proposal,…
Read MoreWelcome to Your AMS Journey: Selection to Adoption, a blog series presented by fusionSpan. Throughout our work providing consulting, implementation, and support services to non-profits and associations, we have seen our share of successes and challenges that the entire selection and implementation process involves when…
Read MoreIn our latest Non-Profit Tech Podcast, fusionSpan’s Justin Burniske talks content creation with Hilary Marsh, Chief Strategist of the Content Company and returning guest Elizabeth Weaver Engel, Chief Strategist of Spark Consulting, LLC. Associations are content machines, and we are all looking for ways to…
Read MoreSuppose you are reading this as the marketing manager for your association or organization. Every summer, a number of contacts in Salesforce’s Fonteva platform subscribe to premium memberships. As the marketing manager, you will want to try to understand these members by building dashboards, conducting…
Read MoreIn our latest Non-Profit Tech podcast, fusionSpan’s Justin Burniske and the Urban Land Institute’s (ULI) Vice President of Digital Marketing, Melanie Starkey, deep dive into one of ULI’s latest project’s – the implementation of ULI Learning. As a global non-profit and membership association, ULI was…
Read MoreWhile the general concept of project management is undoubtedly utilized by associations for key initiatives like events and membership management, many associations can augment their various teams’ efficiency and program effectiveness by establishing a Project Management Office (PMO). For anyone unfamiliar with this term, a…
Read MoreA few years ago, the association I was working at decided to overhaul and upgrade the organization website. Among many other resources, this project involved the need for staff to coordinate work with an outside vendor in order to re-do the site. Although the website…
Read MoreWhat is Lockbox? For those associations that still recieve checks mailed to your organization’s physical address, you have had to recently address: who goes in to collect the mail, logs the checks, and what the next steps are to deposit the checks and apply payments…
Read MoreMore than Implementations “Bridging Gaps Through Technology” is not just a catchy tagline we like to say – it is words that drive our everyday work. While we help bridge the gap between organizations and their members, we also aim to provide our customers with…
Read MoreTop 12 Recommendations for Association Communicators for COVID-19 – Less is Definitely More I’m gonna go out on a limb here and guess that everyone else in the known universe has an inbox burgeoning with COVID-19 email messages ranging from their dentist to the guy…
Read MoreGayathri Kher Co-Founder & President This is a good time for associations to look at their project lists and re-prioritize projects that were tabled due to all-consuming events, staff bandwidth, and travel. Many of you may be grappling with how to keep teams productive, accountable,…
Read MoreHappy customers do not equal more business. Over the last few years, customer service continues to become outdated, while customer success has arrived as the new kid on the block. Contrary to what some may think, customer success is not merely a rebranded version of…
Read MoreIf anyone else were to enter your marketing platform, what would they find? Would they be shocked by the vast number of membership lists that are carefully dated so you can identify the most recent list? If they looked hard enough, how many duplicates would…
Read MoreWhat is Happening If you use Salesforce or a platform built on the system, then you are probably well aware of the Salesforce Spring ‘20 release, which came out on February 17, 2020. Although the releases are a regular Salesforce event, the latest one contains…
Read MoreWhat is Single Sign On? Single Sign On, or SSO, is probably a phrase or acronym that you have seen a lot. To understand what it is in the most basic sense, consider this analogy: the internet is like a shopping mall, and each storefront…
Read MoreThe Problem Boarding schools in North America have experienced a continuous, 15-year decline in their primary enrollment categories. To combat that trend, The Association of Boarding Schools (TABS) launched the North American Boarding Initiative’s “Ready for More?” campaign on July 1, 2016. The initiative’s purpose…
Read More“So what do I need to do in the CRM?” The question caught me off guard. I was responsible for training new staff on the CRM, but I didn’t write anyone’s job description. How was I supposed to know what they needed to do in…
Read MoreIt’s inevitable. In every implementation of a new AMS solution, we eventually come to the question of what information needs to be collected for particular transactions – joining, registering, subscribing, etc. Inevitably, we are often handed a set of forms that are either throwbacks to…
Read MoreIn the previous blog we made the case for a business hub for your association (if you haven’t read it, please do). In this blog we will go over implementing the hub with free open source software. To recap the point we are trying to…
Read MoreIn this podcast, Justin Burniske chats with Rhea Steele, Chief Operating Officer of DECA Inc. on how to strategically implement new software systems at your association and how to successfully facilitate the change management that occurs with the implementation of systems. Here are some helpful…
Read MoreIs your organization’s website performance aligned with your business goals? Without properly leveraging your website’s data, it is difficult to know how you can improve your web presence and improve your users’ experience. We recommend using Google Analytics, a powerful free web analytics service, to…
Read MoreTodd M. Tolbert, the Chief Administrative Officer at the Internet Society, joins us in this episode of Non-Profit Tech Podcast, hosted by fusionSpan’s Justin Burniske. The conversation touched on a range of topics around data including the differences between data privacy and data protection, common…
Read MoreLast week fusionSpan was at Community Brand‘s User Conference – Xperience18! Five days packed with lots of learning, sharing and connecting. Here are a few highlights! fusionSpan was networking We had a booth. Community Brands has compiled quite a cornucopia of products, which in turn meant…
Read MoreIn less than two weeks (May 25, 2018), the most significant change in data privacy in 20 years and protection regulation goes into full effect. The EU’s General Data Protection Regulation (GDPR) is aimed at protecting the personal and sensitive information of all EU residents,…
Read MoreBy now, you may have heard about the European Union General Data Protection Regulation (GDPR) that is rattling companies from technology titans like Facebook to small businesses with a website. In short, the GDPR is a legal framework that sets guidelines for the collection and…
Read MoreOrganizations choosing enterprise-level Association Management Systems (AMS) likely do so for a range of reasons. They know they’re getting a product with a rich feature set and all kinds of configuration options. They know they’ll have a greater deal of flexibility. But, likely most important,…
Read MoreIn this podcast, Justin talks with Elizabeth Weaver Engel, CEO and Chief Strategist at Spark Consulting, and Sohini Baliga, Director of Communications at the nonpartisan budget watchdog Taxpayers for Common Sense, about their white paper titled, “Steal Like a Fundraiser.” Their paper addresses innovative practices…
Read More“Did I lose my special treat?” A frequent question from my son. We’ve created a system in our home where if he behaves, he gets a “special treat” after dinner – usually in the form of 22 minutes of TV. While there are some issues…
Read MoreUnderutilize technology and it will rust away… As part of an office redesign, an organization I used to work at installed all new screens in the conference rooms. They also installed two large touch screen projectors that allowed for an “interactive” presentation. Instead of sitting…
Read MoreTired of receiving the “You have one or more certificates in your Salesforce org XYZ* that will expire soon…” notices? Or worse, when your CEO receives it and sends a panicked email to you at 3 in the morning? You can solve the countless email bombardment,…
Read More“OMG – what is that smell?” Nothing seems to bring a company to its knees like a terrible smell in the office refrigerator. Within minutes the company wide chat/email gets flooded with demands for people to take personal responsibility, denial of any wrongdoing, and a…
Read MoreYou know what’s no fun? Chores. They are what you might call a, “necessary evil.” One of the hardest transitions in life is when you first leave home, and you suddenly realize A) just how many chores your parent(s) or guardian did that you took…
Read MoreWith many millennials having challenges finding the right work opportunities, associations are uniquely positioned to support them by offering education opportunities. By offering industry specific education opportunities, associations are able to address the workforce needs of their current members while also providing the knowledge to…
Read MorefusionSpan was at AMSFest, put on by Teri Carden, founder of ReviewMyAMS.com. It’s an intimate event where association professionals can get an up-close look at a bunch of different AMS (association management systems) vendors all in one place. They also can talk with industry partners…
Read MoreSalesforce, by its very name, sounds like a product that only for-profit companies can leverage. Yet, as Kristen Singleton – Director of Tools and Technologies at Education Resource Strategies (ERS) – explains, Salesforce can play a significant role in the information management at non-profit organizations as well. On this podcast…
Read MoreEveryone gets complaints. Complaints about their service, complaints about their products, complaints about the cost, complaints about the noise (more on that last one in a minute). Which is why at fusionSpan we have a help desk system that allows us to track everything. A help…
Read MoreMike Fletcher, Director of Information Technology, Endocrine Society Talking business intelligence (BI) tools with Mike Fletcher, the Director of Information Technology at the Endocrine Society. Mike recently went through the process of finding a BI tool, ultimately deciding on Power BI. We discuss why he…
Read MoreWhere has the time gone?! This year has flown by, and today marks the first day of summer! If you’re like me, you have left a lot of opportunities for spring cleaning untouched so here is our chance to redeem ourselves. Spring cleaning applies to your…
Read MoreHere at fusionSpan geek is a term of endearment; it’s not simply a noun, but a title of pride among our band of IT employees. In the age of endless days dedicated to the slightly obscure, Be An Angel Day August 22 naturally, or the beloved, national hot dog day…
Read MoreMay 10th, just 5 days post Cinco de Mayo is another day for celebration in this month of budding optimism; AMS Fest Midwest in Chicago is the place to be and it’s cause for small associations to cheer. Those interested in examining AMS options, communicating…
Read MoreKoala on Phillip Island, Australia Hello Small Staff Big Impact. I’m baack! I’ve spent the better part of the last year traveling around Australia and SE Asia. I’ve met a lot of great people and learned many things. As part of my experience, I held…
Read MoreWe are very happy that our client the National Association of Consumer Bankruptcy Attorneys (NACBA) has been chosen to receive the 2016 Abila Excellence Award at the Abila User and Developer Conference (AUDC) at Austin, TX. Abila describes these Excellence awards as (more…)
Read MoreJoining ASAE has been invaluable for our company; specifically, their small staffed community has provided support and possibilities we benefit tremendously from. The opportunities to participate in their conferences, workshops, and to network and engage in this community, centered on modest staff sizes, has been…
Read MoreDan Labert, the executive director of NACBA We’ve recently rebranded the podcast as the Non-profit Tech Podcast, presented by fusionSpan. This week I spoke over the phone with Dan Labert, the executive director of the National Association of Consumer Bankruptcy Attorneys about his recent move…
Read MoreIt’s that time of year again: families are gathered, work is closed… Oh, and EVERYTHING IS ON SALE! The question is, when do you get the better deals? For decades, people have been running out the day after Thanksgiving to get all the lowest prices…
Read MoreElizabeth Weaver Engel, CEO and Chief Strategist at Spark Consulting, and Guillermo Ortiz de Zarate, Director, Information Systems, NCARB. This week I got to sit down with Elizabeth Weaver Engel (@ewengel), CEO and Chief Strategist at Spark Consulting, and Guillermo Ortiz de Zarate (@GuillermoOZ), Director, Information Systems, National Council…
Read MoreAt this point everyone will agree that software systems have permeated all areas of business. From HR to Marketing to Accounting to Customer Relations, every area requires the staff to utilize some tools or application to complete their job. Yet at many, if not most organizations, there are…
Read MoreAdam Thocher, Executive Director at AAPOR I got to talk with Adam Thocher about his new position as Executive Director at the American Association for Public Opinion Research and what it’s like being a part of an Association Management Company (AMC). We also discussed what…
Read MoreI thought I had been assigned a simple task – To find an event registration system for a client that has an annual conference. The main goal of this group is to improve end user experience while still being able to incorporate their business requirements. Seemed like a…
Read MoreMark Ace, President at Kavi Corporation We got a chance to talk to Mark Ace, President of Kavi Corporation, about his recent blogpost, “Five Characteristics of High-Performing Teams.” We also discuss the ways different organizations are leveraging their technology in order to accomplish their collaboration…
Read MoreEdward Grandi, Executive Director at the National Genealogical Society I got a chance to sit down with Edward Grandi, the Executive Director of the National Genealogical Society. We talked about his approach to leadership, how he works to get the most out of a small staff organization,…
Read MoreTeri Carden, founder of ReviewMyAMS.com Welcome to the inaugural fusionSpan Podcast! Our first episode of the Non-Profit Tech Podcast is with the creator of ReviewMyAMS.com, Teri Carden. She discusses the value of an association management system (AMS), how associations are using their AMS, and when…
Read MoreLooking to do something a little different for your next team-building outing? Take a look at Topgolf, a fun group activity that feels a lot like the bowling version of golf. fusionSpan recently took a Friday afternoon off to try it out, and the reviews all came…
Read More“What do you do for a living?” Many people seem surprised when I answer that I work in IT. Almost as if the phrase “woman in IT” is some kind of mythical creature, akin to Big Foot or a unicorn. But should they be surprised?…
Read MorePart 2 of fusionSpan’s conversation with Elizabeth Engel and Anna Caraveli about their recent white paper: Leading Engagement from the Outside In: Become an Indispensable Partner in Your Members’ Success. Here we dive further into what steps association’s can take now to become more member…
Read MoreYesterday was the official release date of Microsoft’s newest operating system: Windows 10. It’s fast, has a ton of a new features, and makes excellent use of hardware resources. I’ve been messing with this newest addition in a lab environment over the past month or…
Read MoreAPI: Application Programming Interface. A vague phrase that offers little insight if you’re not a computer science major, yet if you’ve spent any time around system vendors or website developers they’ve likely thrown the acronym around as if its taught in the third grade of every…
Read MoreAssociations often focus on increasing attendance at their events, people signed up for their listservs, and overall membership numbers – but is that always in the best interest of members? fusionSpan spoke with Elizabeth Engel and Anna Caraveli about their recent white paper: Leading Engagement from…
Read MoreScanning a list of the top 100 Twitter account and you’ll find a lot of singers, actors, athletes and other celebrities. Only a handful of accounts are branded as organization accounts. Organizations that do break into the top 100 represent social media companies, news organizations,…
Read MoreA little while back we were looking for a backup solution for our office. We have a small network of about 10 computers and it’s a mix of Mac OS X and Windows 7/8 workstations and a couple of Linux servers. Our main criteria for…
Read MoreIs it worth paying to have your systems reflect the data being stored in your database? With technology today almost anything can be automated. Yet so many organization are unwilling to invest capital to automate mundane tasks in order to save their employee’s time – updating multiple contact…
Read MoreI recently worked an on-site registration for a conference for the first time. I had heard many “horror” stories about the on-site registration desk and before I left, I was informed that I would be absolutely exhausted by the end of the week. However, this…
Read MoreYesterday, April 21, 2015, Google went live with the search algorithm that will boost the rankings of mobile-friendly pages. Let’s take a look at what this means to your Association: When was this first announced? Google released that they are experimenting with a new mobile friendly ranking algorithm in December 2014…
Read MoreOne of the burning questions that every meeting organizer wants the answer to is “What do my conference attendees want?” Attendees are demanding more value out of in-person meetings. Now more than ever, associations need to make meetings more interactive to enhance attendees’ conference experience and keep…
Read MorenetFORUM Pro is a widely adopted association management system (AMS). It provides several interfaces that can be used for member interaction. eWeb or “external web” which is a web based interface where members can perform certain actions – like purchase renewals, buy products etc. xWeb…
Read MoreI recently had the opportunity to present at AUDC in Austin, TX during their Ignite session. The Ignite session requires individuals to present 20 slides, each slide appearing for only 15 seconds, resulting in a five minute presentation. Given the speed of the slides, presenters were…
Read MoreThere has been lots of buzz lately in ASAE’s Collaborate community regarding Salesforce based AMS/CRMs for associations. Since we’ve got our fingers on the pulse of new trends in the association world, we thought we’d share our thoughts and let you hear from an expert…
Read MoreAnyone who’s been involved with event registration knows that there can be many speed bumps along the path before reaching the end goal: a successful event that provides a positive experience for the customers (and staff!). Since I work with a few companies for their…
Read MoreDear Betty: The ALS Ice Bucket Challenge has raised over $100 MILLION to date for the ALS Association. Why didn’t we think of that?!? I know we can’t just copy it outright, but is there anything associations can learn from the phenomenal success of this…
Read MoreCongratulations to Caroline from the South Carolina Bankers Association for winning fusionSpan’s 2014 netFORUM Pro Consulting Giveaway. We look forward to working with you in 2015! (more…)
Read MoreWith each new year, we reflect on as many of the last 365 days we can remember while simultaneously resolving to [insert unattainable New Year’s resolution here]. For me, 2014 was a big year with more resolutions checked off the list than I had anticipated. …
Read MoreLast Friday the fusionSpan team got together to celebrate the holidays. We shared great food, libations, and many laughs. Our talented party planner, Linh, prepared a wonderful spread, with the help of our baker, Jessica, and chef, Sheree. We had a blast playing holiday themed…
Read MoreAs I enter the large exhibit hall at the Gaylord National Resort and Conference Center, I’m immediately surrounded by hundreds of people, all here for one purpose – to see what’s “new” in the technology world. Wandering around the ASAE Technology Conference and Expo, one…
Read MoreThe holidays are right around the corner and we wanted to take this time to say thank you to everyone who has contributed to our company’s growth. We have had some big and exciting changes this year with our new office space located in downtown…
Read MoreDear Betty: Is it already time for sending snowman-themed “happy holidays” greetings to my members and boxes of chocolates and cans of popcorn to my exhibitors and conference sponsors? Isn’t there something different I could do? Gentle Reader: I know exactly how you feel. Sometimes…
Read MoreHigher Logic, the leading cloud-based community platform, is proud to announce the 2014 Higher Logic Learning Series session: A Kick-Ass Community Manager Round Table on Thursday, November 6 at 2:00PM Eastern. (more…)
Read MoreDear Betty: Fall always makes me think of back to school, school supplies, and learning new things. What do I need to add to my marketing backpack for success this fall? Gentle Reader: There’s nothing like that first hint of coolness in the breeze, that…
Read MoreCheck out Aaron Wolowiec’s recent blog post featuring “10 strategies your association can immediately implement to boost the reputation of its signature events and, in turn, its bottom line.” Has your association conducted a communication audit within the last three years? More specifically, are your…
Read MoreI recently read an article about the advantages of a large business. I wanted to take this chance to champion the small business/association. How do we turn these advantages for large businesses into advantages for our small staff associations? (more…)
Read MoreThe National Genealogical Society (NGS) based in Arlington, Virginia, is always looking to add new and exciting elements to their Annual Family History Conference. After the 2013 conference in Las Vegas, Nevada, the discussion to offer live streaming began. With only 10% of the their membership attending the annual…
Read MoreSummer break is quickly approaching and it is a great time to consider hiring an intern. Let’s face it, your small staff association can use all the help it can get, but let’s make sure we do it right. Why hire interns? It is a…
Read MoreDear Betty: Should everything we offer (webinars, events, discount cards, publications, etc.) be included with membership? Or should members have to pay an additional fee for some of our programs, products, and services? Should everything also be available for a fee to non-members? Or should…
Read MoreI wanted to bring back a popular topic that all associations, not only small staff ones, face. We originally addressed it Dear Betty: How do we leverage pop culture moments to attract people to our site? This topic is a very important issue – how to…
Read MoreDear Betty, At the request of our Board, our association recently worked with a consultant to evaluate our membership structure. The consultant strongly recommended increasing our dues rates. I’m worried about the impact this will have on our retention rate. How do I explain an…
Read MoreWe are using Canvas LMS but want to use our own existing authentication, so our users don’t need a second set of credentials to login to Canvas. I struggled a little bit with this so thought of posting this for reference. To get Canvas LMS…
Read MoreOK, so I put some buzz words into the title of this post that will hopefully act as “link bait” for the association community, but hopefully they are not 100% off-target. It seems that every week (at least), there is another book, blog posting, magazine…
Read MoreSure you’ve heard of it, but what exactly is a press release? What is its purpose and how do you write one? How do you go about distributing this document once it’s been written? These questions are all going to be answered over the course…
Read MoreHappy Valentines Day! Associations that represent greeting cards, flowers and chocolates are having a great day but you can get in on the action too! According to the Retail Advertising and Marketing Association, the average consumer spends $116.21 on Valentines Day and here’s what they’re spending…
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