After a decade with our previous AMS, we realized we needed a more flexible and scalable solution to keep up with our evolving organizational needs. Cobalt's Engagement Dynamics stood out for its ability to integrate seamlessly with other best of breed systems. We have integrations with Braintree, CMR for event management, ClickDimensions, Higher Logic THRIVE and Informz, and Zoom, as well as our website's content management system. What truly set Cobalt apart was their commitment to understanding our unique requirements. They tweaked the product and added custom solutions that fit our processes perfectly, allowing us to efficiently manage everything from event registrations to member engagement. The level of support and responsiveness from the Cobalt team helped make the transition smoother. We have a unified system that met our initial needs and continues to evolve as our needs transform.

We’ve worked with Cobalt for over 10 years, and they’ve become an essential extension of our team. Our system is highly customized to meet the unique needs of our certification processes, and Cobalt has been instrumental in making that happen. While we have worked with Cobalt to create custom processes, there are also features built-in to the base product that have enhanced our users’ experience by enabling a wider range of self-service functionality for portal users. For example, Cobalt’s Universal Cart enables candidates and certificants to purchase multiple products at a given time, making the purchase process more convenient and efficient. One of the most exciting recent enhancements is our new bundled product functionality. By incorporating product bundling as part of the user experience, our users can benefit from cost savings and have the opportunity to discover new products and offers. The Cobalt product does include bundled product functionality out of the box, but we had a different, strategic objective with this initiative. Cobalt helped bring our idea to life. Cobalt’s flexibility with customizations, combined with the robust features of Dynamics 365, has made our certification management process more efficient. Given that we are a tech-savvy team, the relationship with Cobalt feels like a true collaboration rather than a traditional vendor-client dynamic. We continuously work with them to improve and refine our systems, and their partnership has been critical to our success.

Our experience with Cobalt Membership Dynamics has been overwhelmingly positive. The custom-built solution is perfectly tailored to our accreditation process, and the efficiency gains have been significant. Tasks that used to require a combination of custom software, manual tracking in Excel, and other third-party software are now managed seamlessly in one system. Having a system built on the Dynamics platform has flattened the learning curve for our internal staff. Due to familiarity and comfortability with Microsoft’s suite of products, our team uses the system daily to pull reports and extract information easily. It is easier to integrate with other Microsoft applications and their built-in tools that allow us to customize the system to our specific needs. The flexibility of the annual report forms has been a huge benefit as well, allowing us to collect program data we need from accredited institutions. Our dedicated Project Manager and the Tech Lead worked closely with our team and took the time to understand our complex processes and the product we needed. This process was critical in steering the project in the right direction, with our organization providing oversight, approvals, and feedback in regular intervals. This prevented us from having to monitor every aspect of the development, knowing that Cobalt had a comprehensive understanding of our processes and business, saving us time and money in the long run. The support team also goes above and beyond to provide us with knowledge on how to find solutions on our own, empowering our team to resolve minor issues in-house. Overall, Cobalt has made our work more efficient and manageable, and their dedicated team ensures we always have the help we need.