7 Steps to Consider When Selecting a New AMS

If you’re looking to start your association’s search for a new Association Management System (AMS), here are seven steps to keep in mind:

1.      Define your needs and requirements: Before starting your search, it’s important to define your needs and requirements. This includes identifying the features and functionalities you need in an AMS, as well as any specific integrations or customization requirements.

2.      Determine your budget: Your budget will play a significant role in selecting an AMS, so it’s important to determine how much you can afford to spend on a new system.

3.      Research and identify potential AMS vendors: Once you’ve defined your needs and budget, you can start researching and identifying potential AMS vendors. This can be done through online research, recommendations from peers in the industry, and attending industry events.

4.     Evaluate the AMS vendors: After identifying potential vendors, evaluate each one based on their features, pricing, and customer service. You should also get a demo to see the AMS in action, get pricing, and learn about the onboarding process and training options.

5.     Choose an AMS vendor: Based on your evaluation, choose the AMS vendor that best meets your needs and budget. Make sure to read the contract carefully and ask any questions you may have before signing.

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6.     Plan the implementation: Once you’ve chosen an AMS vendor, it’s important to plan the implementation process. This includes working with your AMS provider to establish an onboarding timeline, assigning responsibilities, and ensuring that necessary data is transferred to the new system.

7.     Train staff: To be successful with your new AMS, make sure your staff takes advantage of user training provided by the AMS to help you develop the skills you need to fully leverage the power of your software subscription.

There are many association management software (AMS) vendors to choose from. However, each solution on the market is unique. The AMS Buyer’s Checklist for association professionals will help you compare AMS systems “apples to apples,” so you can make the right purchasing decision for your association.

Topics covered include:

  • Vendor Selection
  • Needs Assessment
  • Ease of Use
  • Onboarding & Integration Evaluation
  • Training & Support Criteria
  • Cost Considerations

Selecting a new AMS doesn’t have to be a complicated process. However, taking the time to carefully evaluate your needs and options can help ensure that you find a system that meets your needs and helps your association thrive.

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