Focusing on People, Process, & Technology:What it takes to leave the legacy behind

2

Paul Lundy

President & Co-founder, Fonteva

3

Fourth Industrial Revolution

1st Industrial Revolution

Steam

2nd Industrial Revolution

Electricity

3rd Industrial Revolution

Computing

4th Industrial Revolution

Intelligence

Defining Legacy

4

✓ Single instance of the software

✓ Narrow functionality

✓ Numerous point solutions

✓ Data Silos

✓ Integration issues

✓ Costly Upgrades

5

Member ExpectationsMember Needs

✓ Training & Certification

✓ Professional Development

✓ Networking

✓ Job Search

✓ Industry News

6

Shifting Demographics Data

Silos…No Centralised

Hub Increasingly High Member Expectations Rapid

Technology Advancement

No Shortage of Challengesto engage with your members and staff

The Reality of Digital Transformation

8McKinsey & Co.: Unlocking Success in Digital Transformation

Undergoing Digital

Transformation

Have a Clear Understanding of

Digital Transformation

88%

25% Succeed<30%

Get Out of the Legacy Association Software Cycle

9

Executing on a Best in Class Platform Strategy

10

Salesforce Microsoft

✓ Member Experience

✓ Member Community

✓ eCommerce

✓ Event registration

✓ Member collaboration

✓ Billing, invoicing & payments

✓ Call Center

✓ CRM

✓ Dashboards & Reports

✓ Omni channel communication (marketing automation)

✓ Microsoft 365

✓ Active Directory

✓ Desktop productivity tools

✓ Staff collaboration (MS Team)

✓ File management

✓ Document Storage

✓ Analytics/Data Warehouse

Member Experience Back Office Operations

11

“Salesforce and the Fonteva

Platform proved to us that

we could be creative. Now, I

can say to my team, ‘Just tell

me what you need. What are

the requirements?’ And we can develop it.”Jane Moynihan, Membership and Data Manager, British Institute of Radiology

12

“Fonteva has pushed us even

further in changing our culture.

It’s transformed the way our

organisation engages with

technology, and the future of

what’s coming. Digital competency

is no longer siloed within one department.”Emilio Arocho, Director of Technology and Digital Strategy, FDLI

The Reality of Digital Transformation

13McKinsey & Co.: Unlocking Success in Digital Transformation

Undergoing Digital

Transformation

Have a Clear Understanding of

Digital Transformation

88%

25%

Top Reasons for Failure

Lack of Leadership Alignment / Involvement

Lack Right Staff Mindset and Skills

Inward Focus of Initiatives

Focused Only on Technology

1

2

3

4Succeed<30%

The Platform Revolution

14

Shifting Demographics Data

Silos…No Centralised

Hub Increasingly High Member Expectations Rapid

Technology Advancement

Platform Model

Member Experience

FocusAutomation

Hyper-Personalisation

to engage your community of stakeholders and drive value to all

15

Salesforce Platform

Core Services Across the Platform

Schema BuilderAPIs Multi-language Identity Workflows Analytics Apex

Cloud Database

Data-level Security

Geolocation

Custom Actions

Public App Exchange

Mobile Notifications

Monitoring

Email Services

Private App Exchange4000+ Pre-Built Apps | Trusted and Secured by Salesforce | Reviewed and Rated by Peers| 4+ Million Installs

Platform & Ecosystem for Digital Transformation

15

Four Keys to Your ‘Digital Evolution’ Success

16

2Empower Your People

Digital Evolution requires committed staff…empower them with workshops and online courses to prepare staff for the digital journey

3Focus Initiatives on top priorities

It’s a journey…stay focused on top priorities and revenue generating change…the small stuff comes later

Align & Involve Leaders

1 Establish clear leadership alignment and involvement

Evolve People, Process & Tech

4Implement a flexible, adaptable approach to empowering people, improving processes and adopting technology that fuels digital evolution and innovation for decades

Thank You