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Your AMS Journey: Selection to Adoption – Step 2: Always Have a Request for Proposal
By Noel Shatananda | October 16, 2020

As 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, but a surprising number of clients never issue one.

What is a Request For Proposal?

A Request For Proposal (RFP) is a document used when an association is seeking support or consultation on a tool, product, or service for their organization to leverage. The RFP is designed to outline the requirements for a specific project, and is used to solicit bids from vendors for the association to consider during the process.

While there are a variety of ways to format the proposal, they typically take time and resources to create. Make sure this is a project your association is fully committed to doing before beginning the RFP process.

Here are some things to consider as you create an Request For Proposal for your AMS Journey:

Clearly Defined Needs: This builds directly off Step 1 in Your AMS Journey, “Ask Why.” Be sure to have a high level set of needs with a strategic vision as you begin outlining this document.

The More Detail, The Better: Now, take that strategic vision the organization has and break it down into detail level requirements. Do not go into the tactics (the how) but clearly state the requirement (the what) in an AMS agnostic way. A typical example could be, “the new AMS supports memberships that can be anniversary (day of purchase) or calendar (yearly) based.”

Hire a Vendor Selection Consultant (VSC): Contemplate hiring a vendor selection consultant who can help you get the details finalized. They usually come with deep knowledge on what an association your size should typically look for. Larger organizations with a bigger staff need to consider this more, since the complexity of their processes are usually higher.

Caveat: Some VSCs may come in with a lengthy list of potential requirements that an organization your size may typically need. Ensure you choose the ones that are most relevant to your organization for the present and the near future. However, beware of adding bells and whistles that you do not need into the basket.

Reduce Complexity: Work with the consultant who would be an unbiased third party to evaluate your existing processes and make the hard decisions on which processes stay, and which ones need to be eliminated. Beware of legacy workarounds: we tend to see a lot of processes that organizations want us to implement that were actually workarounds put in place to overcome a deficiency of the legacy AMS.

Evaluate Bylaws: Oftentimes fusionSPAN has been asked to implement a piece of functionality because the bylaws mandated it, when in reality it made very little sense. We recommend that the association take this opportunity to look at its bylaws carefully to evaluate its relevance during the request process.

It’s your blueprint: The RFP will be the blueprint of the tool that will take you into the future you aspire to march towards. At the end of the day, ensure you are confident and happy with your blueprint.

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There are a variety of resources and templates online for your association to use when creating a RFP. Make sure to highlight your organization information and required details for this implementation, as well as budget info, deadlines, and any questions you will have for potential vendors. Remember, the idea of this proposal is to specify your needs to help find the best fit for your association.

Stay tuned for Step 3 of Your AMS Journey: Selection to Adoption, where we discuss choosing the right Product Partner for your association. In the meantime, don’t hesitate to reach out to fusionSPAN with any of your AMS implementation needs!

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Noel enjoys collaborative environments and is driven by the challenges of a growing industry. He values putting client goals first, explaining, “When we enable clients to be the best they can be, the company automatically benefits; it’s simply the by-product of fully enabling passionate human beings.” Noel heads up Salesforce Operations and is constantly working to strategically move fusionSpan forward toward its vision of bridging gaps through technology.

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