How to Pick the Right AMS: 5 Secrets to Make Your Search Easy, Fast, and Stress-Free
Course Description:
When the words “We need a new AMS” send a wave of anxiety through your office, it’s important to know where and how to start your search.
In this session, we will guide you through 5 proven strategies that will strip away confusion and put you firmly in control of the process. You’ll leave with an easy-to-implement checklist that everyone from front-line staff to the board can understand, and you’ll discover how to focus only on the requirements that truly matter, shaving weeks off your timeline while protecting your sanity.
It’s a new world of tech right now, so don’t go on an AMS selection journey without the most recent insights from veteran industry experts.
Learning Objectives:
Prioritize system requirements by distinguishing essential needs from “nice-to-haves” to support member value and operational efficiency. You’ll learn a clear method for ranking requirements so the team focuses on what truly drives member value and operational efficiency—not on flashy extras.
Evaluate vendor communications and cut through demo hype. You’ll be able to spot red-flag claims, ask the right questions, and judge whether a platform can handle your trickiest workflows.
Synthesize diverse staff opinions into decisive, data-backed choices. You’ll discover a simple framework to gather feedback and convert it into consensus without endless meetings.
Plan stakeholder engagement strategies—and keep projects on track. You’ll understand when and how to involve executives, power users, and light users so there are no last-minute objections and the selection stays on schedule.
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As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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