Membership and Events Outsourcing Solution: Frequently Asked Questions - FAQ’s
Will I receive a website with my Membership and Events solution?
Yes! There are out-of-the-box templates that can be used to get you started with a website at launch. You can even get your key meetings up and running via your new website.
Will all of my association staff have access to the member data and other information?
Yes! We will work with you to determine who needs access to what and then set it up for you. Our solution is intended so we provide support and do much of the work for you.
Will the software be upgraded as time goes by?
Yes! Get Efficient will provide a SAAS based system upgrading the site in the background. Typically Get Efficient will conduct patches and security fixes as required throughout the year. We will also provide an upgrade if available at least once a year. You will always have access to a reliable, secure, up-to-date system.
Does Get Efficient have experience working with associations?
Yes! Get Efficient's staff and management team have many years of experience working in an association. We understand association environments with urgent deadlines, limited resources and the constant need to satisfy members' needs. Get Efficient was founded in 2009 by an association CIO with a mission to support association business processes through productive use of technology. We are in business today to assist you in making your business processes efficient while keeping overall IT costs to a minimum.
Will I have direct access to the Association Management System (AMS) to make our own configuration changes?
The intention of this service is for us to do the work for you. You should not need to worry about configuration changes. We want to support you so you have time to manage your business. We will handle your configuration, reporting, data concerns. If you prefer to still make configuration changes, Get Efficient can help you do it yourself through a simple phone call, or through our ticketing system.
How can I be sure that Get Efficient is familiar with my software?
Get Efficient has built a foundation of expertise around Association Management Systems. We currently support Avectra, MemberNation, Salesforce and iMIS, and we know them intimately.
What is the advantage of a Managed Service through Get Efficient?
Running an association requires lots of specialists in differing specialties, sometimes the need is great, but maybe you only need a part of a full time equivalent. What then? Leveraging our Managed Service saves you money and offers peace of mind. We will bring our team in to support you. With Get Efficient's Managed Service model, you're assigned a team of on-call experts that includes a virtual CIO, database administrators, consultants, project managers, help desk support, trainers and former association executives. We believe a well-rounded team of experts with varied skill sets provides you with the best level of service possible to maintain your business processes. Our team becomes an extension of your staff, offering deep familiarity with your association, your people and your infrastructure.
Is there anything that the Managed Service does not cover?
The Managed Service does not cover new development projects. For example, if you asked to implement a new widget to perform a new task or purpose, that would not fall within your Managed Service agreement. We also do not provide support on issues related to SharePoint, browser compatibility, networks or externally hosted systems. The Managed Service is not a resource for fixing your computer hardware or running your network. We are supporting your business processes that utilize technology. And all support is provided virtually.
Will I have to talk to someone different each time I need help?
No. We will assign an Account Manager to your team whom you can go to directly. You will know that person's direct number and their direct email address, and they will get to know your system and organization intimately. While they should be able to handle most of your needs, they will also coordinate with outside vendors and other Get Efficient staff when appropriate.
What kind of Service Level Agreement will we have with the Managed Service?
Help Desk Tickets will be responded to within 24 hours, Monday-Friday, 8 a.m. - 5 p.m. ET. All other requests will be managed through the Account Manager assigned to you. Your Account Manager will help you prioritize and schedule all other projects.
Can every staff member at the association contact Get Efficient?
To expedite service and to provide consistency for the associations initiatives, Get Efficient limits the number of Key Contacts within our customer organizations. For associations with fewer than 25 users, two key contacts can be assigned from the association. We will discuss options for larger groups at the time of agreement.
If I need a custom report in my AMS, will I be charged an additional fee?
No. Custom reports can be developed as part of the service and no additional fees will be charged. Report development will need to be prioritized, and work will be completed based on the priorities.
If I have a list to import from another vendor, will you upload the list into my AMS?
Absolutely. This is a standard service we provide as part of our Managed Service.
If I purchase or engage with a new third-party vendor during the term of service, will the Managed Service support this?
We will support the exporting of your database from your AMS to your third party system. We can also give you advice and counsel before you engage with this vendor with regard to industry knowledge (and what other associations are saying) on how compatible they will be with your AMS.
Should the integration require a development project, we can scope the work and offer a quote for the integration development. Whether you use us for the development or someone else, we will support the data migration from your AMS to another system after it is up and running.
I don’t think I need all of the items included in the service. Can I choose not to use certain features?
Yes, we can tailor our Managed Service to your needs. However, know that we offer the Managed Service at a very competitive price, and reducing components of the service may not impact fees.
What type of Agreement will be required to get the Managed Service started? How do I pay for the service?
We have a standard agreement which requires a two-year commitment with payments made monthly. After that time, you move to a month-to-month agreement and can end the service at any time with 60 days’ notice.