Hi everyone - thank you for the meeting today. Here is the summary of MMS/AMS Requirements that is a good start. Please feel free to comment as you see fit. Anne
Membership/AMS System Requirements & Vendor Evaluation Report
Prepared for: Technology Committee
Purpose: Identify a cost-effective, scalable AMS platform that supports membership retention, engagement, and operational growth while integrating with existing tools and websites.
📌 Strategic Goals
The selected Association Management System (AMS) should directly support:
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✅ Retention – Simplify renewals and automate reminders.
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✅ Recruitment – Streamline onboarding and accommodate firm-based membership.
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✅ Engagement – Provide tools for events, discussion, and content access.
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✅ Connection – Foster peer interaction and structured member relationships.
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✅ Management – Enable staff efficiency with billing, tracking, and CRM functions.
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✅ Reporting & Insights – Deliver actionable analytics and performance dashboards.
🔧 Core System Requirements
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Feature
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Description
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Cloud-Based Platform
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Secure, browser-based, scalable system accessible to staff and members.
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WordPress Integration
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Must integrate with existing websites (www.90minds.com and motm.90minds.com) via plug-ins, widgets, or API. No new website needed.
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Admin Dashboard
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One-stop view of metrics: renewals, payments, event activity, and member engagement.
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Custom Member Profiles
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Store roles, specialties, firm affiliation, certifications, and relationship data.
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Self-Service Member Portal
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Members can manage profiles, view/pay invoices, register for events, and access resources.
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Flexible Membership Levels
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Support for individual, firm-based, and tiered memberships.
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Relationship Mapping
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Track sponsor-affiliate, firm-member, or mentor-mentee connections.
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Event Management Tools
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Includes registration, QR check-in, roles, discounts, payments, and attendance tracking.
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Invoicing & Payment Processing
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Recurring billing, dues payments, AP/AR tracking, and renewal automation.
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Automated Communication
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Reminders, announcements, and follow-up emails.
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Analytics & Reporting
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Customizable reports on financials, engagement, growth trends, and more.
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Recorded Content Access
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Gated video/audio file access based on membership type.
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Referral Tracking
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Track member referrals and firm-based growth.
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🔗 Integration & Compatibility Requirements
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Platform
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Priority
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Notes
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WordPress
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✅ Required
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Seamless integration with existing websites via widget, shortcode, or API.
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Higher Logic
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✅ Required (or Replaceable)
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Retain if not replaced. AMS should include community tools (forums, groups, digests) to consider eliminating HL.
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QuickBooks
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Optional
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Financial integration not required but may be beneficial.
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SurveyMonkey
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Optional
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For member feedback and post-event surveys.
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MailChimp
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Optional
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For email campaigns unless built-in AMS tools suffice.
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Anne Sawyer
Executive Director
90 Minds Inc.
Sunset Beach CA
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