CxO Not-for-Profit Performance Improvement Summit - Closing

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CxO Summit on Continuous Performance Improvement Wrap Up Robert S. Alves, Chairman and CEO Advanced Solutions International, Inc.

description

Closing session for CxO. CxO is a Performance Improvement Summit for not-for-profit executives with tips, trends, and case studies on how successful associations and not-for-profits are leveraging member/donor engagement measurement strategies to boost retention, revenue, and performance.

Transcript of CxO Not-for-Profit Performance Improvement Summit - Closing

Page 1: CxO Not-for-Profit Performance Improvement Summit - Closing

CxO Summit on Continuous Performance Improvement

Wrap Up

Robert S. Alves,Chairman and CEO

Advanced Solutions International, Inc.

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A little about me!

• 33 years experience working with not-for-profits– ASI has served 4,000 NFP organizations over the

last 23 years– I am the co-founder and CEO of ASI for its entire

existance• I worked in the not-for-profit sector for 11

years prior to co-founding ASI

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Lessons Learned• Business strategy should drive your technology• Design systems to help you achieve organizational goals

– Measure your progress toward goals– Continuously learn from your activities through efficient data

capture and analysis

• Reliable, easy to access data is everything!• Your website is your business system!

– Your members and donors are the key users– Need a nimble web presence

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Lessons Learned

• Massive change in communication is an opportunity to grow and thrive– Social networking - You Tube– Mobility - Personalization– Communities of Interests - Data Capture

• C Suite Execs must lead this transition

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Research Shows Challenges Facing Clients

• Improving Engagement– Retention and Acquisition– Constituent Satisfaction– Employee Satisfaction– Data Integrity– Brand Enhancement

• Improving Performance– Reaching Your Goals– Effective Staff Time Management– Managing Risk– Operating Cost Controls– Keeping up with Changing Technology

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Many organizations are frustrated by multiple systems

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Famous Quote

• Insanity: “doing the same thing over and over again and expecting different results.”

Albert Einstein

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CxOs need clear vision across the organization from accurate learning mechanisms based on correct data

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Engagement Management System

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The era of CRM is over.

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http://bit.ly/ASISuccess

Success Assessment

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SPP Clients

• American Association of Airport Executives• The Appraisal Foundation• American Advertising Federation• American Short Line and Regional Railroad

Association

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Engagement Management Software

Complex IntegrationsDisparate Products & Vendors

Higher Cost of Ownership

Holistic System, One Database

One Product PlatformLower Cost of Ownership

Half-Cycle Approach

Designed for Staff

MemberPortal

Main Association

Web site

Mobile

Financial Transactions

SocialCommunities

Full-Cycle Approach

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Ineffective System – Weak Returns From System Investment

1 2 3 4 5 6 70

200

400

600

800

1000

1200

RevenueCosts

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Effective System - Strong Returns From System Investment

1 2 3 4 5 6 70

500

1000

1500

2000

2500

3000

3500

4000

RevenueCosts

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iMIS is Rated #1…

• #1 in total global market share• #1 in customer satisfaction

6 years in a row

* Associations w/ $2M budget and above* Data on charts from 2012

Time to Implement

Cost to Implement

Ease ofImplementation

PerformanceAfter Implementation

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iMIS 20 EMS: Unique Advantages

Continuous Performance Improvement

Engagement Management

Web Development Platform

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Thanks!

1-800-727-8682www.advsol.comwww.imis.com/[email protected]