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Notes from October Meeting

  • 1.  Notes from October Meeting

    Posted 11-20-2025 11:49

    I somehow missed the AI notes from our October meeting. Anne sent them to me yesterday after I belatedly discovered I'd missed them. Please review them for today's meeting.
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    Meeting assets for 90 Minds Membership Committee are ready!

    Meeting summary

    Quick recap

    The meeting began with personal updates about Anne's recent marriage and engagement, followed by discussions about team member absences and login issues. The group then focused on membership initiatives, including updates on Sage Diamond sponsorship, membership renewals, and plans for promoting 90 Minds through social media and the ideation platform. The conversation ended with discussions about membership engagement strategies, including the organization of membership categories, potential technology system changes, and plans for upcoming events and networking activities.

    Next steps

    Summary

    Blended Family's Journey of Acceptance

    Jerry and Anne discussed Anne's recent marriage to Joe, who they have known for seven and a half years. They shared that their blended family, particularly the older children, initially resisted the idea of marriage due to fear of change and loss. Despite these challenges, the couple persevered, and their children eventually came around, especially after spending significant time together during the COVID-19 lockdown. Anne expressed pride in how their family has grown and overcome various obstacles over the years.

    Team Updates and Absence Planning

    The group discussed personal updates, including Anne's recent engagement, before transitioning to business matters. They noted that several team members, including Madeline and Kate, would be absent, and Anne mentioned she would follow up with Bill regarding his login issues. The team expressed concern about Bill's lack of response to their outreach efforts, with Amber offering to handle any future issues directly.

    Community Engagement and Membership Drive

    Anne discussed her efforts to engage a community member and monitor their participation. She shared updates on Sage's Diamond sponsorship and her strategic collaboration with the Sage team. Anne is working on membership renewals and promoting new membership packages, aiming to increase engagement and membership. She requested support in promoting 90 Minds on social media to boost outreach and membership drive.

    ISV Membership and Conference Updates

    Anne discussed updates on ISV membership, including new appointments and renewals, and mentioned the upcoming Meeting of the Minds conference on November 3rd. She also shared plans to reschedule the new member orientation due to her wedding, tentatively setting it for December 9th. Anne proposed using the ideation platform to gather membership ideas and discussed promoting both the conference and membership benefits through this platform.

    Enhancing Member Engagement through Ideation

    The group discussed using the ideation feature in Higher Logic to increase member engagement and gather ideas related to membership. Anne explained the current categories for membership ideas and suggested creating an official message from the Membership Committee to promote the feature. They identified a problem with users not landing on the ideation page by default and discussed potential solutions, including setting up notifications for new submissions. The group also considered creating tutorial videos to guide members on how to use the ideation feature effectively.

    Membership Categories and Tech Updates

    The group discussed the organization of membership categories on their ideation site, with Jerry suggesting that a 3-minute video tutorial would help users navigate the new system. Anne raised concerns about the current categorization, particularly regarding education and roundtables, and the group agreed to revisit these decisions at the next meeting. They also discussed potential changes to their technology systems, including the possibility of replacing their current CRM and AMS, and Anne emphasized the importance of considering these changes when planning future membership initiatives. Finally, Anne reminded the group to begin thinking about ways to acknowledge and connect with members at the upcoming Meeting of the Minds conference.

    Women in Tech Outreach Planning

    Anne discussed plans for membership outreach at an upcoming event, including networking activities like mom coffee and potential roundtable discussions. She mentioned a new Women in ERP group and expressed interest in connecting it with their conference. The group also discussed the challenges and benefits of women-focused events, with Gary and Amber sharing their perspectives on the importance of such groups in the tech industry.

    Empowering Women in Tech

    The group discussed the importance of networking and support groups for women in IT, with Jerry expressing concerns about gender biases and the need for strategies to increase respect for tech professionals, particularly for women. Amber suggested organizing regular webinars and roundtables to address technical updates, best practices, and performance optimization for Sage 100, which Anne supported as part of their ongoing content library efforts. The discussion concluded with a focus on providing educational content to help tech professionals navigate and leverage available resources effectively.

    Sage to Intact Migration Challenges

    The group discussed the challenges of migrating Sage 100 customers to Intact, with Gary explaining that Intact is not suitable for distribution and manufacturing operations, which are two years away. Jerry noted that most Sage 100 customers without inventory have already migrated to Intact, while others might find themselves in a difficult position if they try to switch. The team also addressed the need to recruit new committee members, with Jerry requesting materials or an outline detailing the committee's responsibilities and benefits for outreach purposes.

    Membership Recruitment Strategy Update

    The meeting focused on updating a membership committee outline and discussing recruitment strategies. Anne agreed to update the page with informal comments and enhancements, which Jerry will merge into a final version. The group identified Misty Palick as a potential new member to target for recruitment, due to her networking skills and previous membership in ITA. They also discussed the importance of asking new members what they are most looking forward to in 90 Minds, and Anne offered to post a message on the general consultant community about recruiting new members.

    Online Community Engagement Strategies

    The committee discussed upcoming tasks and strategies for increasing online community engagement. Anne will circulate meeting notes to Madeline and Kate, and plans to create a summary of active links in Ideation. She also aims to start recording director's notes as videos or podcasts to make information more accessible. The group agreed to continue pushing people towards the content library and discussed the potential of creating more engaging content for new members.



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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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