AMS Discovery and Assessment Service

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Choosing the right Association Management System (AMS) is one of the most impactful decisions an association, or a membership organization will make, and it's also one of the most complex.

This service is designed to help your organization simplify that process with expert, vendor-neutral support.

Our 3-step AMS Discovery and Assessment is:

• ✅ Free – No cost. No strings attached. 
• ✅ Tailored – Based on your structure, needs, and goals.
• ✅ Actionable – You receive a ranked, side-by-side comparison of top AMS platforms.
• ✅ Jargon-free – We make it simple to move forward with confidence.
   

This service is ideal for:

• Membership associations (of any size) 
• Professional and trade organizations 
• Nonprofits managing events, certifications, or credentials 

Whether you're upgrading from spreadsheets or replacing a legacy system, we’ll help you clarify your path forward.

When you request this service, here’s what you’ll get:

• We send you a structured, easy-to-complete, team-oriented, 1-hour questionnaire to identify your needs, goals, constraints, and integrations.
• Optionally: we can - also free of charge - work with you and your team to facilitate the discovery session

• We review your answers, do our research, and deliver a customized, ranked AMS comparison, scoring each option against your needs, not generic feature lists.

• We summarize key takeaways and guide you toward next steps, whether that’s issuing an RFP, booking demos, or gaining internal alignment.

Nothing: unless you want more help!

There’s no obligation to engage us further, but if you do, we’d be happy to support:

• RFP drafting, vendor selection, and contract negotiation.
• Implementation planning and project oversight.
• Change management and team onboarding.
   

1. Complete the form below.
   We’ll send you the AMS Discovery Questionnaire and instructions within 24 business hours.
2. We evaluate your needs, research and prepare your report.
   Once you complete the questionnaire, we’ll process your information, do our research, and, if required, schedule a quick recap call to confirm any open items.
3. Get your report.
   Receive your vendor comparison and expert recommendations within 2 business days.