What do you like best?
There are many things to like about Membersuite. The reporting function is excellent, and lets us pull all the data we need for making decisions about program development, marketing and member services. The customer portal gives our members and customers easy access to their accounts, and the ability to configure the system to our specific requirements is almost like having a customized system. It is the most comprehensive system our association has eveer used in my 30+ years of managment here.
What do you dislike?
There is a steep learning curve in the beginning, but fortunately, there is good support from the Membersuite Team. For organizations who do not have a robust IT department, Membersuite offers an affordable Administrative Services option after implementation to make sure that the organization continues to have dedicated support to assure a successful transition to Membersuite. Sometimes the system is less intuitive than it could be, but Membersuite is continuously improving their product. One area, which would be my top priority for further development is the finance module. This module tracks transactions but is not a full-blown financial system. It requires integration with Quickbooks or some other program for complete financials. While this works, it would be ideal to have a complete financial package included. Using custom reports, even without the integration with another package, it is possible to pull any financial data that may be required.
Recommendations to others considering the product:
Membersuite is an excellent system, and it is very useful for our organization. Our chief recommendations would be:
1. Be very clear on what you need to transfer when you move data to the new system.
2. Understand that in Membersuite there may not be a 1:1 correlation with your legacy data and Membersuite so there may be areas you will need to address after the transfer.
3. Make sure you have a solid understanding of the financial module and how it operates. It tracks all transactions, and it requires the use of Quickbooks or another platform to manage payables and full financials.
4. Do not go live until you have tested the system thoroughly to make sure you have things set up as they should be.
5. Designate one (at most 2) staff to be super-users and restrict usage by others only to those areas pertaining to their specific job roles, at least until they can be fully trained.
What problems are you solving with the product? What benefits have you realized?
The list is too long to include everything, but here are the top 10:
1. The need to have dual entry into the AMS and the finance module (Quickbooks)
2. The ability to easily set up discount codes to manage variable pricing for different categories of customers.
3. The ability to manage exhibitors within the AMS system.
4. The ability to coordinate awards and competitions within the system.
5. Elimination of the need for manual entry of all customer purchases and registrations for event.
6. CEU and certificate management
7. The ability of members to update their own information and maintain a more up to date customer database, and automatic emails to confirm renewals, etc..
8. Event setup is integrated with the customer database for ease of tracking registration and automatic registration confirmation, as well as management of tiered pricing and hotel registrations.
9. Elimination of the need to maintain multiple spreadsheets in order to track data.
10. Significant time savings on almost every aspect of managing the day to day work of the organization.
10+1. Time savings for staff in every area of our operation.