Association Management Overviewgomembers

“As far as upgrading, I have found it is important to stay current with technology – it shows my staff

we are investing in the future, which provides them a level of assurance. Plus, I notice for us to retain the X & Y generation staff, you must offer

a technologically up-to-date IT infrastructure and gomembers helps with this.”

Henry SorbetTechnology Manager at

Society of Louisiana CPA

“One benefit of gomembers is being able to customize our data entry screens. We can design the layout that is best suited for our organization’s processes. It has saved AAOMS money and made

it easier for staff to access the system, especially for the occasional user.”

Kim MolleyController at American Association of Oral and Maxillofacial Surgeons

“I can’t see not having a support agreement; we use support often and it is reassuring to know I don’t have to think what this is costing me each time I call

as the one fee for the year provides me unlimited support. Also, with a small staff it is especially

beneficial to lean on a team of experts who have skills beyond our staff.”

Brian LovellettePresident of Association Services

of Michigan

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Less is More— Simplifying solutions to gain more time

The world of not-for-profits and associations is becoming more sophisticated. Members and nonmembers are expecting more out of the associations they belong to while these same organizations have to provide more with less staff and funding.

CDC Software’s gomembers solution offers an open scalable platform with excellent performance, low cost and easy deployment. gomembers is a browser-based solution providing the ability for administrative users and members to access their data from virtually anywhere via the internet.

gomembers provides organizations with the security and flexibility to meet unique business needs and increase the potential for revenue and more satisfied staff and members.

gomembers: Not-For-Profit and Association management solution

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The gomembers Solution

But the solution does not stop with just these 10 modules. Recognizing that the requirements for Not-For-Profits and Associations vary greatly from one organization to the next, we provide a flexible solution that can be adapted to your needs. As part of the flexibility in gomembers you can add-on individual modules or all of them based on your unique needs. Add-ons include:

• eBusiness Suite

• Business Intelligence Reporting Services

• Content Management System (CMS)

• Product, Subscription, Exhibit and Advertising Sales

• Fund Raising, Chapter Management, Classroom

• And many more

CDC Software’s gomembers solution is a full-featured association management solution (AMS) that will give you the easy-to-use management tools to ramp up your organization and its services offered. This leading edge solution will provide your organization with the security and flexibility to meet your unique business needs and increase potential for revenue and member services.

gomembers is based on 10 core modules that create your basic gomembers solution:

• Membership

• Constituents

• Meetings

• Contact management

• Invoicing

• Credit Card Processing

• Cash Receipts

• Address Verification

• Toolkit

• Standard Reports

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eBusiness Suite

Advertise and register for meetings, events and classesOffer online registration for your organization’s meetings, seminars, or continuing education classes. Use the meetings management tools to set-up the details of your meetings and their sessions. Select which meetings to publish in the eBusiness Suite – including member and non-member registration fees, graphics, links to abstracts and much more.

Members will enjoy how easy it is to register for events and have the options to add guest registrations, review their selections, and checkout with a secure submission of electronic payment information. Also, once a meeting or session sells out, future registrants can be notified and offered the opportunity to be placed on a wait list.

The unique ‘Register Another Attendee’ provides the ability for one individual to register other people from their organization or company – and all transactions can be paid together or individually.

By simplifying the back office processes, your staff will be able to concentrate on the important parts of the meeting. Once a transaction is complete, staff and registered attendees alike can return to their registration and add or change their selections at any time while the meeting is web-enabled.

Keep up-to-date records automaticallyLet web visitors and members enter or update personal profile information (i.e. name, address, phone number, and demographic information) online. Your organizational members can designate individuals to act on their behalf, letting them maintain the organization’s profile information, and add individuals employed or related to their organization.

Save your staff valuable time by allowing the profile information to be updated online in the eBusiness Suite – empowering your members and making sure your database is always up-to-date.

Empower your web users to manage their information and conduct business with you electronically by using CDC Software eBusiness Suite. Comprised of an integrated set of applications for the web, eBusiness helps you create world-class constituent portal sites. These services can be used individually or collectively to provide a robust online experience for members and the public.

The eBusiness Suite is easily embedded in your website to create a membership application that is browser-independent. Web transactions are then automatically written into the holding area of the database so there is never any data entry duplication. Through use of a shopping cart, eBusiness enables your web customers to make purchases from a broad range of offerings with a single credit card payment. Web transactions can be reviewed and edited ensuring each appropriate module along with cash receipts is accurately maintained. This degree of integration and feedback improves the customer’s website experience while reducing your organization’s workload.

Manage online Enable your staff to setup and manage your portal site with the details of your membership, meetings, products, descriptions and demographics you want to track and publish with the click of a button.

Renew and gain membersCurrent members and potential new members can renew or join your organization and its chapters, special interest groups and committees online. By setting up your membership structure in the gomembers database it can be automatically pushed to your website. The eBusiness Suite will read the database and determine what information to present on your website. Create unlimited membership classes, types and associated products or entitlements and these can be published to the eBusiness Suite.

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Subscribe onlineAllow web users to subscribe to your organization’s publications or let existing subscribers easily renew. In the gomembers database you can set-up publications, rates, and subscriber types and display these options on the web.

Donations made easyTrying to raise funds for a worthy cause? The eBusiness Suite extends the Fundraising module online. Anyone who visits your website can initiate pledges with a partial payment, make outright donations in suggested amounts, and pay using the secure credit card processing. Visitors and members can view their contribution history including annual gift history and pledge history, and make payments against existing pledges.

Class is in sessionExtend your continuing education (CE) courses online. Visitors can purchase courses, access course materials, complete an exam, and have CE credits recorded. With the eBusiness Suite, visitors can combine their course purchases with other web-based transactions and make a single payment.

Connecting through directoriesBy offering online directories you will create an added member service and will help people in your industry connect much faster. You can create and maintain directories of members, staff, affiliates, vendors, chapters, specials interest groups, or other individuals or companies with similar characteristics through the gomembers back office.

Individuals and organizations can opt-out of the directory listings and update their specific information on-line – further reducing valuable staff time in maintaining this important member benefit.

Shop till you dropMarket and sell your organization’s products, services, and publications through the eBusiness Suite Shopper module. Buyers visiting your website may select items, review their order, or check out with a secure submission of electronic payment information.

By using the Shopper module you can create an online storefront that will sell products, add shipping charges, create volume discounts, and apply sales tax by using the details already set-up in the gomembers database. One entry can drive both the back office Service Center activities and the on-line shopping experience.

Choose what will be available online to purchase and set-up discounted “member” pricing and standard “non-member” pricing to encourage membership sign-up—or set-up different catalogs for members and visitors. Product graphics and text descriptions can also be defined and displayed on the web.

And in case you run out of a product, web users can have the option to backorder, causing more revenue to be generated.

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Reporting Services

Dynamic Website Solution

automatically through subscriptions; to access reports from a central report repository on an ad-hoc basis; or to view reports directly embedded onto their CDC Software gomembers homepage and / or CMS group page.

Generating dynamic Business Intelligence (BI) reports in a graphical presentation with drill-through and drill-down reporting puts the vital information needed to manage the organization at the finger tips of executives, departmental managers and the board of directors.

With the robust Data Model provided with the gomembers Reporting Services, all data elements and tables are available, with pre-defined relationships so related files and data are automatically presented to the end user as they build the report.

Reporting Services is a critical component of a successful management solution.

Text/HTMLThis module is the most frequently used and most important module when creating a great website. This will give you the ability to easily update your content and publish articles containing text, rich graphics, hyper-links and images.

DocumentsUpload documents into a list that your users can view or download. This will make your standards, minutes from meetings or annual reports more accessible to your members. You can also track and log edits as an add-on.

While capturing membership data is important to the success of any not-for-profit or association, generating accurate, timely, flexible and intuitive reports is critical to the future of the organization. That is why CDC Software utilizes Microsoft SQL Server Reporting Services to support a wide variety of reporting needs including managed enterprise reporting, ad-hoc reporting, embedded reporting and web-based reporting to deliver relevant information where needed across the entire organization.

CDC Software’s Reporting Services provides the tools and features necessary to author a variety of richly formatted reports from a wide range of data sources and provides a comprehensive set of familiar tools used to manage and secure an enterprise reporting solution.

Reports are processed and delivered quickly and effectively, enabling users to either receive reports

CDC Software offers a powerful and effective Content Management System (CMS) that will give you better control over your entire website. CMS provides a web-based way to create, edit, manage and publish web content. Role-based access control allows you to decide which users have permission to see and/or edit the content.

Create consistent branding with your website by choosing “skins” with a standard color scheme and implementing modules, custom images (headings and banners) and standardized documents. Or if your organization has a specific color scheme, choose to customize your template with your exact colors.

The standard CMS package comes with seven core modules that will help get your website off the ground or updated to a modern look and feel. The standard modules are as follows:

News FeedDisplay news feeds on your portal. Embed RSS news feeds or relevant, dynamically generated lists of news items; each containing a title with a link to read more, and a brief description of the news item. RSS is an acronym for Really Simple Syndication.

Members Only with Single SignAllow any module or page to be restricted to groups of users you choose, such as members, board members, committee members, etc. You control the content that each group of users has access to. When installed and used with your CDC Software solution, the single sign-on capability allows one user ID and password to manage access to website content, manage-my-profile, and eCommerce modules. It also can be configured to automatically control access to website content based on the profile and current status of the user’s activity history.

Make your website uniqueThe standard package of modules is just the start of what you can do with your organization’s website. Choose add-ons that will make your website even more robust. Commonly used add-on modules include:

• Blog

• Banner Advertisement

• Wiki

• Survey

• Job Postings

However, your organization’s website is not limited to just these add-on modules. Our CMS is built using the DotNetNuke (DNN) – the most popular CMS development platform and this means you have access to a world-wide network of developers and modules that we can integrate or implement right into your CDC Software CMS website to make it one of a kind!

Events CalendarGet the word out about your events by displaying them as a link in a monthly or weekly calendar, or a list in chronological order. Each event includes a title, text description and date. Display of an image and the event time is optional. Each event can be set to automatically expire on a particular date, or re-occur by any specified number of days, weeks, months or years. Embed links to your registration pages to facilitate on-line registration.

ForumAllow your users to hold online discussions and post user-generated content, building bonds with each other around discussion topics. Manage multiple forums which can be organized into groups. Each forum post includes a subject title and simple-text content. Posts can occur immediately or await a moderator’s approval and/or editing. Forums can be searched by users, with filters for dates, authors and forum.

Announcements/NewsDisplay a list of announcements. Each announcement includes a title and a rich text description. Announcements are arranged by their publish date by default.

• Optional fields: an image, date of publication and a “Read More” link

• Announcements settings: the module’s settings page includes a template editor which allows the Administrators to modify the styles, layout and content displayed for each announcement. The number of day’s history can be set here, as can the length of the description used in search results and RSS feeds.

Discover the Power of gomembers To find out how you can leverage the power of CDC Software solutions, call +1 888.288.4634 or visit www.gomembers.com

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