Getting the Most Out of MemberSuite
MemberSuite’s Advisory Services Health Check helps identify opportunities to more effectively use existing functionality, processes that could be streamlined with new native functionality, and efficiencies that could be gained via custom development or reporting.
Advisory Services Health Check
The Health Check is a fixed fee consulting engagement consisting of four key areas which can be performed as a one-time service or delivered annually as both your organization and MemberSuite evolve over time.
Life Cycle Review
Evaluate a customer’s existing processes and how they are using MemberSuite in order to identify areas for increased efficiencies.
Financial Life Cycle Review
Understand current financial processes both within MemberSuite and outside of the system and provide guidance on best practices across the organization’s entire financial life cycle.
Console Productivity Assessment
Evaluate the specific needs of power-users, as well as seasonal staff or volunteers, to drive efficiencies within the console in order to streamline workflows and increase staff happiness.
Portal Feedback Session
Derive insight from association members on their experience using the MemberSuite portal in order to increase member engagement on the portal and reduce the time spent on portal related support questions on association staff.