BI Reporting Services
Gain greater visibility in your organization.
Microsoft SQL Server Reporting Services fills all your reporting needs—no matter where your data resides or where your users are located. GoMembers Reporting Services (GRS) take full advantage of the powerful SQL Server database. GRS delivers reports in a simple-to-access format with modern, easy-to-use reporting tools. Concise summaries and updates are gathered from different sources to give executives the details they need to make timely and well informed decisions.
Cross-reporting with Other Data Resources
Pre-defined Data Sources
MS Report Builder 3.0
Private and Shared Folders
Obtain Detailed Member Insight
Analyze your member data by customer and membership type, and by month joined and year of admission. You can also create detailed member profiles, analyze member purchases by years of association membership, and create lists of new and suspended members.
In addition to our standard reports available in an integrated report writer and the expansive reporting environment provided by Microsoft Reporting Services, GoMembers Reporting Service also includes a robust Microsoft Access report writing environment and ODBC connectivity, enabling you to use your favorite ODBC-compliant report writing tool.
Track every detail of your next event while streamlining the planning process.
Increasing attendance at your conference is all about exceptional focus on the quality and effectiveness of your programs. But how can you zero in on what matters when you’re bogged down in all the conference details?
GoMembers encompasses many aspects of managing meetings and conferences. Microsoft .NET technology gives you access to event planning details when you need it from any computer with internet access. Track everything from room set up to catering, invitation lists to registrations, session details to hotel accommodations in one web-based solution.
Holding conferences and events can be one of the most stressful and time-consuming aspects of association membership management. Attracting attendees, managing registrations and processing payments are just some of the logistics you face.
GoMembers event management solution lets you focus on the content of your event, not the logistics of managing attendees. With the automated system, members do much of the work for you–registering themselves and paying for their attendance online.
Fast and easy set up
Unlimited registration types
Automated E-mail Confirmations
Mailing List Management
Back Office Payment Processing
Onsite Payment Processing
Reduce Meeting & Event Costs
With all program details contained in one solution, you can eliminate other software programs to track event and meeting information.
Create & Execute E-marketing Campaigns
Broadcast your next event with built-in templates or interface to Constant Contact.
Eliminate Double Entry
Real-time online registration using the eBusiness Suite automates event registrations with your back office.
Provide Secure Online Credit Card Processing
GoMembers eBusiness Suite is interfaced with PayPal and other credit gateways, so members can securely pay registration fees online.
GoMembers AMS is built on the Microsoft .NET platform, which allows for easy integration of data and business processes across disparate systems. Choose from one of two flagship solutions (4-NFP or Micrsoft Dynamics GP) or utilize a 3rd party accounting solution. GoMembers AMS includes an interface for many popular accounting products, including QuickBooks.
4-NFP is a fully integrated, comprehensive financial management system that specifically meets the daily needs of your organization.
4-NFP is designed specifically for nonprofit organizations recognizing that not all nonprofits are the same. That’s why you can easily customize 4-NFP with plug-and-play modules. Simply plug in the modules you need and leave out the ones you don’t. If your accounting needs change in the future, you can plug in additional solution modules when you need them. 4-NFP empowers your organization to manage your budget, maximize grant dollars, and create customized reports in one easy-to-use solution.
Financial Suite boosts productivity and & reduces errors with one time data entry. Nonprofit organizations have unique rules and regulations to follow when it comes to financial management. 4-NFP is designed to satisfy fund accounting requirements established by the Financial Accounting Standards Board (FASB).
4-NFP Financial Suite gives you all the tools you need to successfully manage your finances. Keep track of money owed and money due with 4-NFP.
Accounts Payable and Purchasing
Accounts Receivable and Billing
One Time Data Entry enters a single transaction once into the General Ledger and it automatically records it in all affected ledgers to boost productivity and reduce errors. Quickly run one of the standard reports to provide audit trails and summary reports without struggling through several spreadsheets or the hassle of creating a report from scratch.
Monitor Purchases From Start to Finish by creating a smarter, faster, and better purchasing work flow by empowering departments to enter their own purchase requisitions and monitor all steps in the approval process. 4-NFP Accounts Payable and Purchasing controls and accounts for all financial obligations, from the moment a purchase order is submitted until the vendor payment is completed.
Prepare Budgets takes the guesswork out of budget planning with a “What if…” analysis to determine the outcome of a financial decision before it has even been approved. 4-NFP Budget Preparation supports changes to the initial budget and automatically creates an audit trail of changes through the adoption of the final budget.
Track Money Owed by smoothing out your accounts receivable and billing process and saves time by automatically updating individual records while entering receivable transactions. 4-NFP Cash Receipts maximizes productivity by centralizing collections and the recording of payments for any purpose. A direct interface to other 4-NFP applications automates payment postings and provides secure daily cash control.
Keep an Accurate Inventory by overseeing the acquisition and storage of office supplies, materials, equipment, parts and more. 4-NFP Inventory Management can also direct the distribution of items to internal departments for accurate billing and item tracking. 4-NFP Fixed Assets tracks the acquisition, depreciation, and retirement of assets and is completely integrated with 4-NFP Accounts Payable and Purchasing.
Payroll HR Suite : 4-NFP Payroll HR Suite streamlines your HR, time entry and payroll processes, saving you valuable time and money. You can easily make changes in one place at one time and rest assured the information has been updated throughout the entire system.
Track Employee Information
Track Employment History
Keep Track of Employees by tracking an individual’s career events, including position or salary changes, training, testing, certifications, security, personnel actions, medical and other user-defined information through an employee’s life cycle. Human Resources is completely integrated with the Payroll and Time Entry modules for single data entry.
Eliminate Redundancy by meeting payroll and departmental requirements with a single point of entry, eliminating redundancy and the need for reconciliation. Time Entry supports all your time reporting needs with detailed entry at the employee, day, project, task, and time level, including supervisory review and approval of an employee group.
Process Your Payroll by eliminating the need to hire expensive outside consultants or vendors for processing your payroll. The Payroll modules provide robust processing features with added functions for position control and labor distribution, as well as interfaces to 4-NFP ledgers. The personnel component complements the employee databases with skills inventory, education, medical, special certification, and job-related history.
Microsoft Dynamics GP
Microsoft Dynamics Great Plains (GP) Accounting provides seamless management of accounting transactions, refunds by check to customers, and order fulfillment processing. GP Accounting is completely integrated with GoMembers AMS. This means you save time and money as accounting transactions are transmitted from GP to GoMembers AMS with full audit trail functionality.
Microsoft Dynamics GP offers two solution levels. Business Essentials Licensing provides all the functionality required for most small to medium associations. For medium to large organizations, the Advanced Management Licensing level adds additional features and benefits.
GP System Manager
Report & System Manager
Fixed Asset Management
General Ledger with AFA
Financial Management details financial management options ranging from general ledger, accounts payable, and accounts receivable modules to bank reporting, cash flow management, and easy reconciliation. Employees can analyze financial data by whatever criteria they require, while the company gains an accounting solution that reflects changes instantaneously.
Analytics implement a broad range of flexible, customizable analytics, reporting, and budgeting options to meet your company’s needs—from advanced consolidation analysis to the simplest reporting requests. The applications tap into the most powerful reporting, analysis, and budgeting tools available—providing real-time insight into the critical information you need to make smarter, faster business decisions.
Business Portal is built on Microsoft .NET technologies; the business portal in Microsoft Dynamics GP allows you to access data and processes from a Web-based portal. Extend the appropriate applications, information, and processes to employees, customers, and partners across the enterprise, based on their unique roles.
Integration with Familiar Applications enjoys a high level of integration with other familiar tools, such as Microsoft Office System and Microsoft SQL Server. This allows people across your organization—as well as business partners—to use skills they already have to adopt new processes. It also expedites data sharing across applications. For example, employees can view and share Microsoft Dynamics GP data from within Microsoft Office applications, or view budgeting, planning, and reporting from a Web browser. Non-dues Revenue
Drive association revenues & run your sales efforts like a business.
Sales are just as important to not-for-profit organizations as they are in private industry. After all, revenues generated through association product and service sales must fund future programs and activities. Beyond basic member dues, these revenues can represent a sizeable portion of your operating budget.
GoMembers AMS lets you manage your sales activities like a private business–tracking your campaigns and reporting on results.
Manage Marketing and Prospecting Efforts
Oversee Contacts, Campaigns, Communications and Follow-ups
Forecasting and Revenue Reports
Advertising Sales: Manage Layout and Ad Placement Details
Pull Reports to See Last Year’s Advertisers
Manage Fundraising Drives
Track Lead Generation and Campaign Results
Manage affinity groups
Track Sponsorships and Exhibit Sales
Strategize Sales Activity
GoMembers AMS can be used to manage all of your sales and marketing efforts, including contacts, campaigns, communications, and follow-up activities. Plus, reports can be pulled to review fundraising activity such as pipelines, forecasts and revenue.
GoMembers CRM is the core module of GoMembers AMS solution where you organize constituent data in one place instead of multiple spreadsheets or programs. GoMembers flexible CRM allows you to define field names, values, and parameters so you can track the information that is most important to you in terms that your staff understands. Search unlimited views of the data and then easily update records with new category codes, post the list to one of GoMembers integrated e-Marketing solutions, or export the list for further review.
Forget the drill-down with GoMembers CRM. View a complete picture of constituent information on one form from basic contact information to current and historic activity including memberships, subscriptions, meeting attendance, committee memberships, donations, and more. Easily update fields or process new entries with one-click access to relationships, orders, invoices, payments, relationships, activities and contact activities.
Individual Constituent Management
Organization Constituent Management
Definable Views of Data
Role-based Security Control
System Administration Management
Keep Your Data Multi-Functional
It’s your data, use it how you need it. GoMembers CRM incorporates the General Report Interface (GRI) so users can filter data, select certain records or groups of records, and choose the type of output desired.
Stay In Control
Customize field names and parameters with your organization’s terminology using the Administration Toolkit. Define users and user groups, maintain association-specific parameters and defaults, customize field labels for certain applications, and even administer certain processes that are run on a periodic basis.
Retain Members & Gain New Ones
Keep the pulse of member activity by tracking email, phone calls and event attendance of your current members. Know who your active members are and keep them engaged while noting early warning signs of those who might be looking for the door and reach out before it’s too late. Never lose sight of prospective members with GoMembers CRM. Identify and manage prospects for membership, advertisements, subscriptions, and track follow-up tasks for your staff with the Contact Management features.
Having a professional, up-to-date website is a core requirement for association management today. But, very few associations have on-staff expertise to help build and maintain this online presence.
Built using one of the most popular website toolset in the industry—Dot Net Nuke (DNN)—GoMembers Content Management System (CMS) streamlines the process of managing a great website with a user-friendly, web-based solution to create, edit, manage, and publish your web content.
Announcements and News Feed
Member Only Single Sign-in
Build a Dynamic Website Easily
User-friendly tools make web design easy for anyone to create a great looking website. Text/HTML editors make updating and publishing content easy with a familiar user interface. Make meeting minutes or annual reports more accessible to your members with the document uploader. Keep members in the know by displaying general announcements and news items.
Get the Word Out About Your Events
Get the word out about your events by displaying them as a link in a monthly or weekly calendar, or by listing them chronologically. Each event can be set to automatically expire on a particular date or re-occur during a specified number of days, week, months, or years. Link these dynamically to the online registration pages you create with our eBusiness Suite.
Keep Your Members Engaged
Members-only Single Sign On (SSO) allows one user ID and password to manage access to website content, manage-my-profiles, and eCommerce modules. Build better bonds between members by providing a platform for users to hold online discussions and post user-generated content in forums. Searchable forums keep the conversation going between your members.
Make Your Website Unique
Add-on modules will make your website even more interactive with a Blog, Banner Advertisement, Wiki, Survey and Job Postings applications.
Maintain Control & Access
To maintain your site standards, the GoMembers CMS provides role-based access control and you decide which administrative users have permission to see and/or edit the content on each page.
Empower your web users to manage their information and conduct business with you electronically by using GoMembers eBusiness Suite. Create a world-class constituent portal site where members can engage with your organization at several different levels.
Automatic Profile Change Notifications
Online Member Directory
Online Event Registration
Secure Online Payment
Renew & Gain Members
Current and potential new members can renew their memberships or join your organization and its chapters, special interest groups and committees online. Recruitment just reached another level for your organization.
Advertise and Register for Meetings, Events & Classes
Publish the details of your next event online through the eBusiness Suite. Members will love how easy it is to register for events. They can review their selections and check out with a secure electronic payment platform. With back office processes covered, your staff can focus on the event instead of entering registration information–saving you time and money.
Update Records Automatically
Maintaining current member records is a never-ending task, but with eBusiness Suite, members can login and change their address, job title, or phone number with a few simple clicks. You’ll receive an automatic notification through your GoMembers database, so you can verify the accuracy and even send a automatic e-mail confirmation through Workflow Automation. Stay connected with your members, no matter where they are.
Networking Made Easy
Offer an online directory and create an added member service that will help your members connect much faster. Individuals and organizations can update their contact information online, reducing valuable staff time required to maintain member records.
Email Campaign Management
A successful e-mail or survey campaign can make a big difference in session and conference attendance, the number of membership renewals you receive and in many other events and/or campaigns you market. By combining GoMembers with one of the Preferred E-Mail Partners, you can communicate with your members and the world with ease. The current list of partners include High Road Solutions, Magnet Mail, and Constant Contact.
Integration with GoMembers
Social Media Integration & Tracking
Open & Click-through Tracking
Track opens, click-through and e-mail forwarding rates. Take immediate action to fix an error by clicking into the contact’s profile from the view list to edit the person’s information. Implementing this kind of quick response to an incorrect e-mail will save your organization time in maintaining a current, accurate database–one of your biggest assets as an organization.
Anytime, Anywhere Access
Log in and set up campaigns through GoMembers AMS at any time, from any internet connection.
Keep historical records of campaign results in an individual record in GoMembers AMS.
Take Advantage of Templates
Create professional e-mails by using one of many pre-designed templates. Quickly create professional-looking messages and save your time for other critical activities.
Manage Social Media
Analyze social media traffic generated through your e-mail campaigns and monitor activity from multiple social media channels in one place.
GoMembers Membership Management manages relationships within your organization at all levels. Record and track information about your members and constituents, organize committees and maintain rosters, track communications with volunteers and donors, and allow members to update their information online.
GoMembers 360° view gives you a complete picture of your members—both individuals and companies—and their interaction with your organization. Drill down further to see more details or run a report to gain better insight into the core of your organization: your members.
Membership BI Reporting
Track All Aspects of Your Individual Members
Set up and administer an unlimited number of memberships with an easy-to-read, 360° view of member activities including: meeting attendance, donations, and committees. Dig deeper into a member’s record to produce membership cards, renewal notices, invoices, activity reports, and rosters.
Focus on Organizational Members
Manage member information at the organization level. Maintain contact information, category codes, affiliations, demographics, and notes in one place. Focus on a single constituent and view detailed information on all their association related activity including: current and historic information on membership activity, subscriptions, meeting attendance, committee memberships, contacts, donations, orders, billings and payments.
Define Your Committees
Define complex committee structures including subcommittees and task forces. View upcoming committee meeting information and past meeting attendance.
Focus on education instead of tracking credits.
Whether you’re providing ongoing education for professionals in the medical, legal, real estate or other industries, it’s critical that you have accurate and up-to-date information. Individual profiles, areas of interest/specialties, types of credits to be earned, and actual credits earned are the lifeblood of your organization and its value to your attendees.
Record Multiple Credit Types
Track Session Attendance
Compile Year-end Statistics
Sort by Date or Credit Type
Self-reported Credits Can be Added
Set Up Links to Classroom Material and Certificates
Publish to the Web with One Click
Credit History File
Manage Attendee Credits:
You must track attendee credits to ensure that your attendees receive the correct certifications and have the appropriate prerequisite sessions. With GoMembers, it’s all automated for you. Now you can accomplish your goals while ensuring a higher-quality attendee experience.
Provide Online Self-Service & Save Time
Today’s consumers appreciate online self-service functionality. With GoMembers eBusiness Suite, attendees can log in to view their history, credits earned, and even add session credits to their own record. This saves you time, and puts attendees in control of their continuing education.