Hi Team,
As Gary asked about the goals, and with Sage Future just wrapping up last week, this feels like the perfect time to align the survey with that momentum and insight.
As we finalize the upcoming membership survey, I'd like to offer a few suggested goals based on where we are now-especially with the current developments in Sage 100 and the growing visibility of Intacct.
If these areas aren't already addressed in the draft (which I have not had time to review yet), I'd recommend we consider the following:
1. Understand Where Our Members Are in the Sage Ecosystem
It's important we assess where members are currently focused-whether that's Sage 100, Intacct, or both.
What does growth look like to them? (See sample question below)
Importantly, Intacct should be approached as an additional tool, not a replacement for 100. Some members may be exploring hybrid models, while others are staying deeply rooted in Sage 100. The survey could help us:
-Map current platform usage and priorities
-Understand interest in tools like SDMO, Copilot, and migration utilities
-Gauge how members see their future with Sage overall
2. Identify What Resources and Learning Members Need Most
With Sage introducing new technologies and verticalized strategies, we should pinpoint:
-The training, sessions, and formats members find most useful
-Interest in learning paths for Sage 100 enhancements and Intacct onboarding
Gaps we can fill through Meeting of the Minds, roundtables, or 90 Minds education. These questions could be unique as it relates to 100 or Intacct.
So if we ask questions about support or education we may have to distinguish between the two platforms because I anticipate the needs will be different.
3. Reaffirm What Keeps Members Engaged-and What Will Keep Them Here
To ensure we're evolving in step with member needs, let's use the survey to clarify:
-What parts of 90 Minds members value most today
-Interest in contributing to leadership, committees, or mentoring
-Appetite for expanding services (while remaining grounded in the Sage 100 community)
Thanks to everyone working on this. Happy to help with any question development or brainstorming if helpful. I am just back in my office today and will catch up.
Sample Question:
"What does growth look like for your business in the next 12–24 months?"
(Select all that apply)
-Adding new clients
-Increasing revenue per client
-Expanding into new verticals or industries
-Offering additional services (e.g., advisory, migrations, automation)
-Hiring additional team members or subcontractors
-Becoming certified or skilled in a new platform (e.g., Intacct, SDMO, AI tools)
-Partnering with new ISVs or solution providers
-Streamlining operations to improve margin (not just scale)
-I'm focused on maintaining current size but increasing value
Other (please specify): _______
Best,
Anne